About
Overview
BBB Accredited Since: 9/14/2004
Years in Business: 21
Payment methods:
Visa, MC, eCheck, Amex, check
BBB Accreditation & Rating
About This Business
Established in 2003, New Direction Trust Company empowers investors to diversify their portfolios beyond the stock market and invest their tax-advantaged savings and retirement funds into the alternative assets they are most passionate about. We are known for removing barriers to self-directed investing, personalizing customer service, and educating our clients so everyone can reach their financial goals their way.
If you’re ready to grow your career and help thousands of investors turn their big ideas into done deals, you’ve come to the right place.
Products and Services
Business Details
- Local BBB:
- BBB Great West + Pacific
- BBB File Opened:
- 11/21/2003
- Business Started:
- 7/17/2003
- Business Incorporated:
- 7/17/2003
- Type of Entity:
- Corporation
- Alternate Names:
- New Direction IRA, Inc.
- Related Businesses:
- New Direction IRA Inc.
- Business Management:
- Mr. William Humphrey, Co-Founder/CFO
- Mr. Kevin Dodson, CEO
- Ms. Mary Catherine Wynne, Co-Founder/Board Chair
Additional Contact Information
- Principal Contacts
- Ms. Mary Catherine Wynne, Co-Founder/Board Chair
- Customer Contacts
- Mr. William Humphrey, Co-Founder/CFO
- Mr. Kevin Dodson, CEO
- Fax numbers
- Primary Fax: (303) 665-5962
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Business Categories
- Retirement Planning Services, Financial Planning Consultants
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.