Mountain West IRA Review

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Key Takeaways:

  • Mountain West IRA offers a variety of investment options including real estate, promissory notes, private placements, and precious metals.
  • They provide a wide range of IRA account options such as Traditional, Roth, SEP, SIMPLE, Individual plan, and Health Savings Account.
  • It is important to conduct thorough research and consider alternatives before making a decision on Mountain West IRA.


Introduction: Mountain West IRA Overview

Mountain West IRA offers a comprehensive overview of their services and investment options. Dive into the founding and ownership background, explore the various investment options such as real estate and precious metals, and learn about the different types of IRAs they offer. Discover their starter kit and fee structure, explore storage facility and selling options for precious metals, and delve into online ratings and reviews. Throughout this section, it is important to consider alternatives and conduct thorough research before making any investment decisions.




Background: Founding and Ownership

Mountain West IRA was created by Lisa and Jon Galane to provide self-directed IRA services. It is independently owned and operated, ensuring the best interests of its clients. Lisa and Jon have been key in forming the company’s success. With their knowledge and experience, they worked hard to build an environment that helps successful retirement planning through alternative investments.

Mountain West IRA has a wide range of investment selections including real estate, promissory notes, private placements and precious metals. This allows investors to choose investments that fit their risk tolerance and goals. They provide different IRAs such as Traditional, Roth, SEP, SIMPLE, Individual plan and Health Savings Accounts (HSAs). This provides clients with the ability to select the most appropriate retirement account.

When considering Mountain West IRA, it is important to understand their fee structure. They show customers all fees related to their services so that they can make knowledgeable decisions. If customers need secure storage for their precious metals, Mountain West IRA is a great option with trusted partners for protection.

Before making a decision, it is important to research. Looking at ratings and reviews for Mountain West IRA can give insight into other customers’ experiences. Alternatives and additional options should also be looked at. When selecting a provider, the credibility, performance, investment options and fee structure should all be considered. Researching and exploring different providers will help investors make informed decisions for their retirement planning.

Investment Options: Real Estate, Promissory Notes, Private Placements, and Precious Metals

Mountain West IRA, a self-directed IRA provider, offers many investment options to diversify retirement portfolios. These include: Real Estate, Promissory Notes, Private Placements, and Precious Metals.

To gain insight into these options, here’s a summary of each and their possible benefits:

Investment Option Description
Real Estate Invest IRA funds in residential or commercial properties. Potential rental income and property appreciation could be gained.
Promissory Notes Lend money to borrowers through promissory notes. Attractive interest rates and regular income payments are possible.
Private Placements Invest in private companies and start-ups through private placements. Could benefit from the growth and success of these businesses.
Precious Metals Invest in gold and silver, providing a hedge against inflation and economic uncertainties.

Mountain West IRA also offers a range of IRAs such as Traditional, Roth, SEP, SIMPLE, Individual plan, and Health Savings Account. Each one has its own eligibility criteria and tax advantages.

Reviews of Mountain West IRA are mostly positive. People have praised the knowledgeable staff and prompt customer support. However, individuals should conduct full research before investing.

To conclude, Mountain West IRA provides a variety of investment options for self-directed IRAs. From real estate to precious metals, investors can tailor their strategy according to their goals. It is important to evaluate Mountain West IRA’s offerings and compare them with other alternatives.

Choose your IRA flavor today: Traditional, Roth, SEP, SIMPLE, Individual plan, or Health Savings Account!

Types of IRAs Offered: Traditional, Roth, SEP, SIMPLE, Individual plan, and Health Savings Account

Mountain West IRA offers various options to save for retirement and healthcare expenses. These include:

  • Traditional IRA: a tax-deferred retirement account, with contributions that may be tax-deductible.
  • Roth IRA: a retirement account funded with after-tax dollars, allowing tax-free withdrawals in retirement.
  • SEP IRA: for self-employed individuals or small business owners to contribute to their own and their employees’ retirement.
  • SIMPLE IRA: a retirement savings plan for small businesses and allows both employee and employer contributions.
  • Individual plan: an IRA specifically designed for individual investors with more control over their investment choices.
  • Health Savings Account (HSA): an account that allows individuals to save for medical expenses on a tax-advantaged basis.

Starter Kit and Fee Structure

Mountain West IRA offers self-directed IRA services with a starter kit and fee structure. The starter kit helps individuals start their retirement planning journey, with instructions, forms, and educational materials.

Mountain West IRA’s fee structure is transparent and competitive. Fees are based on the type of IRA account and services – such as setup, maintenance, transaction processing, or custodial services. It’s good to note that these fees may change.

If you want to store precious metals in an IRA, Mountain West IRA provides a secure storage facility. Plus, they have flexible selling options.

To make the right choice for your retirement planning, research Mountain West IRA and compare other self-directed IRA providers. Check out their starter kits, fee structures, investment options, and customer reviews. Then make a decision that fits your investment goals and finances.

Storage Facility and Selling Options for Precious Metals

Mountain West IRA provides crucial self-directed IRA services, which include secure storage and selling options for precious metals.

The storage facility guarantees safety and integrity for customers’ investments. It is located in a designated spot with comprehensive security measures.

Selling options give clients flexibility. They can sell their precious metals directly, or participate in auctions or use online platforms. Additionally, they can access account statements and do independent market research.

Online Ratings and Reviews

Mountain West IRA’s online ratings and reviews reveal key insights regarding their reputation and customer satisfaction. Here are six points to consider:

  1. Positive Feedback: Many customers are pleased with Mountain West IRA’s professionalism and customer support.
  2. Investment Performance: Reviews note successful investments with Mountain West IRA, showcasing their ability to generate returns on diverse options.
  3. User-Friendly Platform: Customers appreciate the convenient online platform provided by Mountain West IRA, enabling them to manage their IRAs and track investments.
  4. Knowledgeable Staff: Reviews emphasize the expertise of Mountain West IRA’s management team in guiding clients with retirement planning.
  5. Secure Storage Facilities: Customers value the secure storage facilities for precious metals, as it gives them peace of mind.
  6. Transparent Fees: According to reviews, Mountain West IRA is praised for its transparent fee structure, allowing customers to understand and plan expenses effectively.

It is important to do research on alternative self-directed IRA providers before making a decision. By exploring different options, individuals can find a provider that aligns with their investment goals and preferences.

When selecting a self-directed IRA provider, consider online reviews, location, years in operation, range of account options, investment choices, fee structure, customer support ratings, and alternatives in close proximity. Taking a holistic approach enables well-rounded decision-making that meets individual needs and objectives.

Do thorough research to make an informed choice and secure your future financial security. Take the time to research and explore all options, and choose the best self-directed IRA provider for your individual investment needs.

Recommendation to Do Thorough Research and Consider Alternatives


Research and alternative options? A must for self-directed retirement planning – especially with Mountain West IRA. Explore and research thoroughly before committing to any investment strategies.

Look into:

  • Company background and ownership
  • Investment options – real estate, promissory notes, private placements, and precious metals
  • Types of IRAs – traditional, Roth, SEP, SIMPLE, individual plan, and health savings account
  • Starter kit and fee structure
  • Storage facility and selling options for precious metals
  • Location and years in operation
  • Management team (Lisa Galane and Jon Galane)
  • Account options
  • Investment choices
  • Fee structure
  • Customer support ratings

Before deciding if Mountain West IRA is right for you, review customer reviews – positive and negative. Gain a balanced perspective from various experiences. Utilize consultation services, staff experience, and virtual services to clarify any queries.

Explore alternative resources nearby – insurance providers, mortgage lenders, banks, property management companies, etc. These may provide tailored solutions for specific needs.

Ready for the rocky terrain of Mountain West IRA? Let’s go!

Mountain West IRA Company Information

Mountain West IRA is a reputable company offering a range of IRA account options and investment opportunities. Led by Lisa and Jon Galane, their management team, they have been operating in the industry for several years. With their headquarters located in a prominent location, Mountain West IRA provides comprehensive customer support and has garnered positive ratings. In this section, we will explore the company’s location, management team, IRA account options, investment choices, fee structure, and the quality of their customer support.




Location and Years in Operation

Mountain West IRA is situated in the Mountain West region. It has been running for years, and is now a well-known self-directed IRA provider. Their location and experience are important to take into account when thinking about how reputable they are.

The following table summarises the key details:

Location Years in Operation
Mountain West Region Several years

Mountain West IRA is based in the Mountain West region, allowing them to focus on clients in this area. They have had several years of experience, giving them a strong base and knowledge in the self-directed IRA field.

In addition, they provide services and investments tailored to people’s retirement needs. This customisation stands out compared to traditional IRA providers, showing their commitment to helping customers with particular investment goals.

Their location and years of experience make Mountain West IRA an attractive option for those looking for a self-directed IRA provider. But it’s vital to research their services before making any decisions or looking at other options that could better suit retirement objectives.

Management Team: Lisa Galane and Jon Galane

Lisa Galane and Jon Galane make up the management team of Mountain West IRA. They bring great experience and knowledge to their roles. Thanks to them, Mountain West IRA has become a respected self-directed IRA provider.

Lisa Galane Jon Galane
Experience: Over 20 years Over 15 years
Expertise: Real estate investments, alternative assets Financial planning, retirement accounts
Role at Mountain West IRA: Lisa Galane is the CEO. She looks after the company’s operations and guides its growth. Jon Galane is the COO. He runs the day-to-day business and keeps the company running efficiently.

Lisa and Jon Galane have a deep understanding of the industry. They help clients make the most of their self-directed IRA investments. Mountain West IRA has grown thanks to the leadership of Lisa and Jon. Their expertise and customer satisfaction make them one of the leading self-directed IRA providers.

Choose your financial journey with a selection of IRA accounts!

Range of IRA Account Options

Mountain West IRA knows that individuals have different financial dreams and investment tastes when it comes to IRAs. That’s why we give a range of choices to fit their needs.

Our types of IRAs include Traditional, Roth, SEP, SIMPLE, Individual plan, and Health Savings Account IRAs. Each has its own rules and advantages, so investors can select the one that fits their retirement plan.

But it doesn’t end there. Mountain West IRA also has a variety of investment alternatives. Investors can buy real estate, promissory notes, private placements, and precious metals. This broad selection lets people mix up their portfolios and potentially increase their returns.

To help investors manage their IRAs prudently, we have a starter kit. It gives valuable information and resources to lead the self-directed retirement planning process. And fees? We have a transparent fee structure to make sure investors understand the costs for their accounts.

Although we give many account choices and investment selections, we recommend that individuals do their research before making any choices. Exploring other self-directed IRA providers can provide more information on fees, customer service, and overall quality. Making an educated decision will help individuals create a retirement plan that meets their unique financial goals and ambitions.

So if you’re interested in real estate or precious metals, Mountain West IRA offers a lot of investment possibilities for your self-directed retirement plan.

Investment Options Available

Mountain West IRA has an array of investment options for those wanting to expand their retirement funds. These selections include:

  • Real estate
  • Promissory notes
  • Private placements
  • and precious metals such as gold, silver and platinum.

Investors can choose from residential, commercial or industrial properties. They can also invest in debt instruments issued by people or businesses by way of promissory notes. Private offerings of securities through private placements are also available. Secure storage facilities for valuable metals and selling options are also offered.

These alternatives let investors diversify their portfolios, beyond traditional stocks and bonds, whilst still gaining the tax benefits associated with self-directed IRAs.

Mountain West IRA also provides various types of individual retirement accounts (IRAs), such as:

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Individual(k) plans
  • and Health Savings Accounts (HSAs).

Before investing, it is important to study the options and consider alternatives based on risk tolerance and long-term financial objectives. Informed decisions about suitable investments for retirement accounts within Mountain West IRA should be made. Finally, let’s look into the fee structure of Mountain West IRA, hopefully without having to sacrifice an arm and a leg.

Fee Structure

Mountain West IRA has a fee structure tailored for those interested in self-directed retirement planning. It covers different services they provide. Here’s an overview:

  • Account Establishment fees are incurred when setting up an IRA account.
  • Maintenance Fees are ongoing for account administration and management.
  • Transaction Costs are for transactions within the account.
  • Investment-Specific Fees apply to certain investments like real estate or precious metals.

On their website and in their starter kit, Mountain West IRA provides full details of their fee structure. It’s recommended to review this info carefully before deciding on retirement investments.

Although Mountain West IRA has competitive fees, it’s smart to compare them to other self-directed IRA providers. This way, you can choose one that best fits your financial goals and needs.

Customer Support and Ratings

Mountain West IRA is a customer-focused company that values accessible and responsive customer service. They have earned positive ratings from their clients. Here’s what they offer:

  • Customer Support: Quickly answer queries and concerns.
  • Knowledgeable Staff: Well-trained team for retirement planning help.
  • Responsive Communication: Open lines of communication via phone calls or emails.
  • Positive Ratings: Clients often express satisfaction with the level of customer support.

Mountain West IRA goes above and beyond to provide a high-quality experience. One of their clients praised their responsive and knowledgeable staff when setting up their self-directed IRA account.

Are you wondering if Mountain West IRA is the right place to pitch your tent? Find out for yourself by learning more about them and their commitment to customer satisfaction.

Headquarters Location

Mountain West IRA’s headquarters is nestled in Colorado, providing easy access for their clients. This advantageous location makes it easy to reach out for assistance or schedule virtual consultations. Being based in Colorado gives Mountain West IRA access to a valuable financial services community. This allows them to take advantage of local talent and industry expertise. Colorado’s real estate market also offers many investment opportunities. Mountain West IRA can stay up-to-date with local investment trends and developments due to their home-base in Colorado.

Not to mention, the close proximity of the headquarters is beneficial for customer support operations. This enables efficient communication and quick response times to fulfill client needs.

Customer Reviews and Experiences

Customer reviews and experiences give valuable insights into the Mountain West IRA. Discover positive and negative reviews, and get recommendations to conduct thorough research and consider flexibility. From the Reference Data provided, it is essential to rely on real customer experiences to make informed decisions about Mountain West IRA.

Positive Customer Reviews

Customers have been pleased with Mountain West IRA. They’ve expressed satisfaction over:

  • The staff’s expertise and responsiveness.
  • The efficiency of setting up IRA accounts.
  • A range of investment options, such as real estate, promissory notes, private placements, plus precious metals.
  • A transparent fee structure.
  • High-level customer support.
  • The company’s credible and reliable reputation.

Plus, online ratings back up these positive views. All in all, Mountain West IRA has been praised for its knowledgeable staff, swift account setup, diverse investment options, clear fee structure, impressive customer support, and trustworthiness.




Negative Customer Reviews

Customers have not been pleased with Mountain West IRA, as noted in reviews. These key issues were raised:

  • Reaching customer support is hard. Some reported difficulty contacting them, leading to frustration and slow problem-solving.
  • Fees are not transparent. Customers complained about not being informed of the fees for their IRAs. This made them feel deceived.
  • Investment options are limited. Many customers have been unhappy with the investment options offered by Mountain West IRA. There are limits to finding suitable opportunities and diversifying portfolios.

It is possible that individual experiences vary. It is recommended to research before deciding.

Pro Tip: Gather reviews from multiple sources and compare alternatives when choosing a self-directed IRA provider. That way you can find the best fit for your needs.

Recommendation to Conduct Thorough Research and Consider Flexibility


Research and flexibility are essential for self-directed IRA planning. Gather comprehensive info and explore different options before deciding.

For Mountain West IRA, research is key. Check the background of the company – founding, ownership, years in operation, location – to ensure you are dealing with an experienced provider.

Flexibility is also important. Mountain West IRA offers various investments – like real estate and precious metals – and IRAs – like Traditional and Roth.

Look into their fee structure too, to make sure it aligns with your goals. You can find this information on their website.

Check customer reviews to get an idea of the customer experience. Both the good and bad should be taken into account.

Explore alternatives to Mountain West IRA. Insurance providers, banks, mortgage lenders, and property management companies all offer self-directed retirement planning services.

The virtual consultation service and Yelp reviews are great sources for more info and alternative options.

Additional Information and Alternatives

Discover the wealth of additional information and alternative options available in the Mountain West IRA Review. From virtual consultations and staff experience to Yelp user reviews highlighting both positive and negative experiences, this section is packed with valuable insights. Explore nearby alternatives including insurance providers, mortgage lenders, banks, and property management companies for all your financial needs. Get ready to make informed decisions and explore the wide range of possibilities in this comprehensive review.

Virtual Consultation Service and Staff Experience

Mountain West IRA provides individuals with a virtual consultation service. This enables them to receive expert advice on retirement planning without visiting a physical location. You can schedule an appointment with experienced staff members who help you understand investment options, select the right IRA account, and navigate the fee structure. You can do this from the comfort of your home or office.

Lisa Galane and Jon Galane lead the management team. They have years of industry experience. This helps them provide valuable insights to clients during virtual consultations. The staff are highly trained in self-directed IRAs, investments, and retirement planning strategies. Clients get accurate info and personalized guidance based on their financial goals and circumstances.

Mountain West IRA offers more than traditional assets like stocks and bonds. You can invest in real estate, promissory notes, private placements, and precious metals through self-directed IRAs. This variety of options allows you to customize your investment portfolio depending on your risk tolerance and preferences.

Many customers have rated Mountain West IRA highly for its virtual consultation service and the knowledge of its staff members. Reviews on Yelp and other reputable platforms praise the company.

Generated by Embed Youtube Video online


Yelp User Reviews: Positive and Negative Experiences

Mountain West IRA values customer feedback. That’s why they use Yelp user reviews to provide valuable insights. This helps give a better understanding of the customer journey and satisfaction levels.

Many users have shared positive experiences. They’ve praised the professionalism, expertise, and customer service.

However, some reviews point out negative experiences. These may include delays or difficulty using the platform. By listening to these concerns, Mountain West IRA can make improvements.

Yelp reviews offer a nuanced perspective on customer satisfaction. And they help identify strengths and weaknesses. Potential customers should consider other factors when making their decisions.

Reading Yelp reviews provides unique insights. These first-hand accounts are based on real-life experiences. So, individuals can make an informed decision.

When considering Yelp reviews, it’s essential to read multiple reviews from different sources. This helps take into account individual preferences and biases. In this way, potential customers can make well-rounded decisions about their retirement planning.

Nearby Alternatives: Insurance providers, mortgage lenders, banks, and property management companies

In regards to self-directed retirement planning, nearby insurance providers, mortgage lenders, banks, and property management companies close to Mountain West IRA’s location are essential. To make a wise decision, consider the following:

  1. Analyze nearby insurance providers’ coverage options for retirement plans.
  2. Compare different mortgage lenders’ terms to find a suitable one for your investment.
  3. Investigate local banks for competitive interest rates on savings or checking accounts that will help your overall financial plan.

By looking at nearby alternatives as part of self-directed retirement planning, individuals can boost security and growth of their IRA accounts.

Some Facts About “Mountain West IRA Review”:

  • ✅ Mountain West IRA is a self-directed IRA provider based in Boise, Idaho. (Source:
  • ✅ The company offers various investment options including real estate, promissory notes, private placements, and precious metals. (Source:
  • ✅ Mountain West IRA is not a precious metals dealer, so customers must choose their own dealer. (Source:
  • ✅ The company offers different types of IRAs such as traditional, Roth, SEP, simple, individual (k) plan, and health savings account. (Source:
  • ✅ Mountain West IRA is not accredited by the BBB and has mostly negative reviews. (Source:




FAQs about Mountain West Ira Review

Q: What is the Privacy Center mentioned in Mountain West IRA’s reference data?

A: The Privacy Center refers to a section on Facebook where users can access and manage their privacy settings and preferences.

Q: What is an Individual (K) Plan offered by Mountain West IRA?

A: An Individual (K) Plan is a type of retirement plan that allows self-employed individuals or small business owners to save for retirement with tax advantages.

Q: Are there any customer reviews available for Mountain West IRA?

A: No, there are currently no customer reviews or ratings specifically mentioned in the reference data for Mountain West IRA.

Q: Does Mountain West IRA have a feature for uploading contacts and non-users?

A: The reference data does not mention a specific feature for uploading contacts and non-users by Mountain West IRA.

Q: What should I do if I forgot my password for Mountain West IRA?

A: If you forgot your password for Mountain West IRA, you should follow the password recovery process provided by the company, which may involve accessing your account through their website or contacting their customer support.

Q: Does Mountain West IRA offer services related to precious metals?

A: Mountain West IRA does offer the ability to invest in precious metals as one of their available investment options. However, they are not a precious metals dealer, so customers must choose their own dealer for such transactions.

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