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Mark Merolli Email
Client Account Manager . Advanta IRA
Largo, FL
LocationPrimary Email
How to contact Mark Merolli
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Employees:
41Revenue:
$7.4MAbout
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Largo, Florida and Atlanta, Georgia, our firm currently holds over $800 million in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with Internal Revenue Service rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.Advanta IRA Address
13191 Starkey RoadLargo, FL
United States