Success Stories

See what our clients are saying

One of the best ways to validate what Directed Equity does is to hear it straight from the mouths of our happy clients—new entrepreneurs. Our company enjoys a 98% client satisfaction rate, and our successful entrepreneurs may inspire your own journey to financial freedom. Here are just a few of Directed Equity’s recent success stories—people just like you who saw an opportunity to build their own businesses, become their own bosses, and create the lifestyles and retirements they dreamed of.

"Everyone within the organization was very proficient, thorough and on track."
Directed Equity was as professional, knowledgeable, and on point of any company that I have ever worked with throughout my business career. Directed Equity truly personifies Trusted Advisor!

G. Alto
Canton, OH
Delighted from start to finish!
Directed Equity was able to help create a corporation with my 401(k)! The guidance provided was excellent.

G. Green
Collinsville, IL
Very Satisfied! The hand-holding for taking on a unknown area was extremely satisfying.
I would recommend Directed Equity to anyone considering going down the path of self employment using their retirement funds.

M. Scamarcia
Lake Geneva, WI
Very Satisfied!
Would definitely recommend Directed Equity!

K. Barlow
Charlotte, NC
Delighted - The process was so simple!
From the beginning, Directed Equity had ensured that we stayed informed and educated on the process.

A. Shaver
Evansville, Indiana
Delighted! The Directed Equity staff is super.
I felt very confident with the handling of my service. It was a joy working with the Directed Equity Staff.

K. Dean
St. Louis, MO
Delighted
From initial contact to finish, Directed Equity was very professional and helped me with my numerous questions.

R. Phillips
Springtown, TX
Delighted!
The Directed Equity Team have been great to work with. They took a very complexed process and broke it down to very simple and executable steps.

R. Butterfield
Vancouver, WA
Delighted!
One of the best business experiences I have ever had.
Every person I interacted with was prompt with responses and very helpful. In the world today where customer service seems to be a thing of the past it was very refreshing to do business with Directed Equity!

J. Crites


Indianapolis, IN
Directed Equity has been very helpful.
I would recommend the services they provide to anyone looking to start their own business. The process may seem overwhelming but Directed Equity is exceptional at helping small business owners get their business up and going.

M. Gelinas

Englewood, CO