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Success Stories and Testimonials

Click here for Panel Success Stories and Testimonials
IRA Investor Panel Guests from our Wednesday Webinar, 10-3-2007
Click here for Client Success Story
Vincent McCord, 10-3-2007
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Thomas Baird, interview with Robyn Levin, PENSCO Trust Marketing Consultant

Testimonial by Jeffrey B. Hare, Attorney (Land Use/Real Estate)

"PENSCO Trust Company provides a unique opportunity for people to use their IRAs to invest in real property, which seems to be all the rage these days. What I really like about PENSCO, besides their fabulous customer service for my own transactions, is their commitment to provide a broad range of educational materials for my clients (and me) through their web site, webinars, and conferences. But I really encourage you to look into their Preferred Professional program. Since PENSCO is an IRA Custodian, they cannot provide legal advice or investment advice themselves, so they provide referrals to professionals who can fill that gap.

Trust me, you won’t regret this!"


Testimonial by Mark Tabak, Registered Representative at MLP Real Estate Securities, Inc.

"As a relative newcomer to the self-directed IRA world, the PENSCO Webinars are always very informative and interesting. I never fail to learn numerous things that I was not aware of before. The material is current, relative, and the speakers are always well prepared. Coupled with Tom Anderson's knowledge and insight, the Webinars should not be missed. P.S. The PENSCO website is hands down the best website for self-directed IRAs. BOOKMARK IT!!!


Testimonial by Douglas Lineberry (To Tom Anderson, PENSCO Trust President & CEO):

"Thanks for taking the time to travel to Washington to meet with all of us.  It really does say a lot about how serious you are with respect to helping us expand the market for self-directed IRAs in the Northwest.  I have to admit that I was also very impressed with the obvious depth of your own technical knowledge.   You also have my thanks for posting your prior webinars to your web site.  I’m listening to one as I type this and look forward to future sessions (and I am probably going to take your lead and incorporate this into my practice – it’s a really good idea).  Again, thanks for your time and insight.  I’m looking forward to working with you and PENSCO."


Testimonial by Gregory Gamp

"I wanted to tell you that I enjoyed the seminar and am going to use the some of the ideas you mentioned in the marketing segment as the basis of an email I'll send to clients and prospects. Good stuff!"



Testimonial by Matt Minahan, Canyon Creek Financial, LLC, Salem, OR

"I spoke with a long time investor of ours yesterday and walked her through how to set up an account with PENSCO. This happened because of your work with us and I want to thank you for the education. Our relationship with PENSCO has given us the tools and knowledge to increase investment dollars and offer added benefits to our customers."


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