News
Our featured client of the month, Ms. N, is a Sales Rep residing in Jacksonville, Florida. She first learned about NuView and how self-directed IRAs work while networking at Jacksonville’s Real Estate Investor’s Association event. It was the right timing as she was seeking to invest in real estate and minimizing taxes through a self-directed […]
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Scott learned about self-directed IRAs from a Broker/Dealer he works with and was attracted to the tax management benefits that can be achieved when holding non-traditional assets in an IRA. In 2008, Scott opened up an account with another Self-Directed IRA Custodian and made an investment as a limited partner in a real estate development […]
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Our featured client of the month, Tim H., brings to us a unique story as he previously worked for an airline that was shut down. This was when he realized he needed to do more with the retirement funds he had accumulated in his 401K but was unable to take out the funds while working […]
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“The first month I saw the payments going into my NuView account I knew I had made the right decision. Several borrowers paid off the loans ahead of time. I just needed to see the money coming in to believe it.” Our featured client of the month, Jim, had been investing in the 401K […]
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Our Featured Client of the month, Lloyd is a retired banker, currently a landlord and real estate investor. Lloyd started investing in real estate because he wanted control over his investment decisions and felt that real estate was a hard, tangible asset that would accomplish what he wanted. Not to mention, a less risky choice […]
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Our featured client of the month, Shawn S. is the Director of a Non-Profit Organization. What’s fascinating about Shawn’s story is the speed of his success after rolling his 403(b) into a NuView self-directed IRA at the beginning of this year. In his 50s with a 403(b) performing miserably, Shawn started researching ways to gain […]
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This month we’re featuring our client, Steve Landaal, VP of Portfolio Management. Steve was born and raised in Wisconsin and describes himself as a huge Packers Fan. He resides in Orlando with his bride Darla of 33 years. Steve shared with us, after losing money in the stock market and, out of desperation, he decided […]
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Our client success story this month features 29-year-old, Danielle, who has a passion for helping the disadvantaged in our society and those who cannot represent themselves. When she moved from a small town in the Midwest to a big city in Central Florida, she found herself faced daily with the homeless population and realized her […]
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Client Success Story Mr. Sidney Gaines Cash has 47 years of experience working in the banking industry with three different community banks. His long-standing tenure in the industry has allowed him to build several banking relationships which led him into private lending to trusted individual borrowers. In 2014, Mr Cash became a client of NuView […]
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This month we’re featuring our client Mike who is an IT Director residing in St Augustine, Florida. While investing is not his main career, he is seasoned in many types of investments ranging from rentals and flips, hard money loans, precious metals (gold), and even bitcoin. With all of these investments under his belt using […]
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