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.

Delighted!
Great experience with Directed Equity moving from a newly retired individual with a 401(k) who wanted to take control of his destiny and not relay on the government or financial industry telling him what to do and how to do it.

James P.
Granbury, TX
Delighted!
I look forward to working with the Directed Equity team in the future.
Directed Equity has succeeded in condensing the 401(k) conversion process into a very efficient, precise business process, making it easy for the new company owner to structure a new corporation aligned to IRS and Federal standards/compliance.

Monty W.
Falls Church, VA
Delighted!
The entire team was very helpful and responsive.
Directed Equity gave me a thoughtful education on financing options for my new franchise. They took the time to get to know me first and then tailored their discussion to my situation. They gladly answered my follow up questions and helped me get everything set up quickly and easily.

Denise D.
Darnestown, MD
"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!

Gary A.
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.

Gary G.
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.

Michael S.
Lake Geneva, WI
Very Satisfied!
Would definitely recommend Directed Equity!

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

Amanda S.
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.

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

Rise P.
Springtown, TX