Welcome to NuViewIRA
Greetings from our headquarters in Lake Mary, just a short drive north from Orlando, Florida. For more than ten years, our dedicated team of IRA professionals has helped thousands of clients unlock their IRAs to invest in non-publically traded assets of their choosing.
Together with our Chicago affiliate, our clients have more than half a billion dollars in self-directed retirement funds invested in real estate, notes, private placements and a wide variety of other assets.
All client undirected funds are fully FDIC insured, and assets are held through our custodial bank, First Trust Company of Onaga, in Kansas.
Our staff may be the best trained in the IRA business, with all of our management required to earn the prestigious designation of Certified IRA Services Professional from the Institute of Certified Bankers.
We provide a steady stream of IRA educational courses in each of our offices as well as online via webinars. Our approved continuing education offers credit to financial planners, CPAs, attorneys, and real estate professionals.
Most importantly, 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 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.
One of our core values includes “A Desire to Serve Others,” which compels us to be actively engaged within both our local and global communities. Throughout the year, we participate as sponsors, and more importantly, we get personally involved in helping others. Through service at Harvest Time International, projects with the local Rotary Club, donating of hundreds of wheelchairs through the Wheelchair Foundation to other countries, or teaching the basics of money management to local high school students – we enjoy staying involved.