Here's what some of our clients have to say...
Y Carrillo

“IRA Specialist has done an outstanding job assisting me with my IRA Rollover. I was even able to receive a substantial premium bonus match which really ‘turbo charged’ my account!”

Dr. M Jones

“Implementing 401k and IRA rollovers can be difficult and confusing. They explained in simple language the advantages and benefits of using an Equity Indexed Annuity and handled all the paperwork! They really did a great job!”

W Jenney

“After losing money in the market, I wanted to safeguard my account from future losses. Rolling my account to an Equity Indexed Annuity was one of the smartest financial decisions I’ve ever made. The premium bonus I received practically made up for all the funds I lost in the stock market!”

W Lee

“If you’re considering an IRA or 401k rollover, I recommend contacting IRA Specialist. I received an immediate premium bonus /match which really jumpstarted my retirement account! I also like the lifetime income option so I never have to worry about running out of money in the future!”

We care about our customers!
IRA Specialists
Leave Your Testimonial!

We are good listeners, open to new ideas and engaged in the collaborative process. And that means our clients can count on us to offer customized service rather than a generic, “one size fits all” response to their needs.

  • This field is for validation purposes and should be left unchanged.

Speak with a licensed IRA Rollover Specialist

Phone: (925) 463-4895   or   Email: