Welcome to NuViewIRA
Greetings from our headquarters in Lake Mary, just a short drive north from Orlando, Florida. For the past nine years, our dedicated team of IRA professionals has helped thousands of clients unlock their IRAs to invest non-publically traded assets of their choosing.
Together with our Chicago affiliate, our clients have over half a billion dollars in self-directed retirement funds invested in real estate, notes, private placements and a wide variety of other unique investments.
All clients un-directed funds are fully FDIC insured, and assets are held through our custodial bank, First Trust Company of Onaga, Kansas.
Our staff may be the best trained in the IRA business, with all of our eligible professionals holding the prestigious designation of Certified IRA Services Professional from the Institute of Certified Bankers.
Our spacious learning center provides a steady stream of IRA educational presentations to those nearby, and via webinars to wherever an internet connection is available. We provide approved continuing education to Financial Professionals, CPAs, Attorneys, and Real Estate Professionals.
Most importantly, our NuView IRA clients enjoy access to a responsive transaction team that will process your purchases and sales in an efficient and timely manner. When you call our transaction team, you will reach a knowledgeable IRA professional, not simply a call center agent.
The Advisory board of our retirement plan administration company is made up of some of the most influential and innovative leaders in the area, providing advice and wisdom to the NuView Management Team.
Our Core Value of “Desiring to Serve Others” compels us to be actively engaged within both our local and global communities. Throughout the year, we actively sponsor, but just as importantly, get personally involved in helping others. Through service at Harvest Time International, the projects of the local Rotary Club, the donation of hundreds of wheelchairs through the Wheelchair Foundation to Guatamaula and other countries, or teaching the basics of money management to local high school students – we enjoy staying involved.
