Jeff Filali

Jeff Filali

CEO, RBI ENTERPRISES LLC

Jeff Filali, Oklahoma I started my Solo in 2016. Today my Roth owns rental property, real estate notes, private equity, and crypto. The management team at Nabers has been wonderful to work with. They always respond promptly to any questions and send out regular updates and helpful information. I highly recommended their services.

Jan 17, 2025

ANTHONY DANIEL

ANTHONY DANIEL

CE0/manager SEAWAVES REAL ESTATES LLC

Anthony Daniel full time entrepreneur and real estate investor.It has Not help me reach any financial goals,My best experience is i have this tool for several years now and my tax preparer do not know how to use it to help me reduce my taxes when the tax season comes around.I need a class to help me help my tax preparer.

Apr 11, 2024

JF

Jeff Filali

CEO, RBI Enterprises, LLC (Oklahoma)

Joined Nabers’ Solo401K in Dec 2016. Today, my Roth now owns a portfolio of real estate, private equity, notes and crypto all growing tax free. It was one of the best financial wealth building moves I ever made. Pay taxes on the seeds, not the harvest!

Dec 28, 2023

Video Poster

Davey Hibler

Davey Hibler Productions

BH

Brian Hemmerle

Kentucky Sell Now, LLC

Brian Hemmerle - Owner of Kentucky Sell Now, LLC. I'm a full time Real Estate Investor. Solo401k allows me the flexibility to invest in all different types of asset classes. Most notably, real estate. Solo401k.com and their team are true professionals. They answered all of my questions and made the setup process very easy. Highly recommend them because of their customer service and knowledge of the Solo 401k.

Mar 18, 2023

T

Tudor

great communication!

very responsive to the chat questions , so far a great experience and prompt communication!

Jan 19, 2023

JV

John Vinarcsik

Nabers group listened to my feedback

Nabers group listened to my feedback and genuinely seems to be taking steps to make their customer service best in class.

Jan 12, 2023

N

Nicole

Super helpful and answered all…

Super helpful and answered all questions. Easy process and stuck with their timeline.

Dec 28, 2022

M

Michael G.

Manager, SRS, LLC

If you've been thinking about a Solo 401(k), then you're in the right place. Nabers Group has you covered. I first started looking into Solo 401(k)'s in 2016 and came across Rachel Nabers online and chatted with her. While I wasn't actually ready back then, they sounded so impressive that my business partner did open one with them. It was on the back burner for me until I attended a seminar by a prominent solopreneur support company where, when you empty your pockets, you get a basket of offerings that included a Solo 401(k). What did it get me for the Solo 401(k)? Basically one semi-retired guy who answered emails, and carelessly at that. Frustrated, I made the switch to Nabers and never looked back. Their automated portal is amazing. If you still have questions, ask away on chat, Facebook, or on one of their frequent interactive live webinars. And their banking associates are fantastic. As a bonus, if you happen to have an existing Roth account that's ineligible for a rollover, they also offer a checkbook LLC option for self direction. I couldn't be happier with my Nabers Group Solo 401(k).

Dec 23, 2022

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George Dynott
Google

Positive: Professionalism, Quality, Value

Excellent customer service. Very professional staff

2 years ago

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Sandeep Yadav
Google

Positive: Professionalism, Responsiveness

Very happy with their service and knowledge. They've helped me through the entire process of adopting the Solo 401k and answered pretty tricky questions to handle my situation.

a year ago

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sam hampton
Google

Positive: Professionalism, Quality, Responsiveness, Value

I thought setting up a solo 401k for my business would have been difficult. Their online chat was superb! Links to documents, online signing systems, bank referrals made this a breeze. This process was easy and efficient and I walked away very impressed. Awesome customer experience.

11 months ago

G

Gary

Chelsea is awesome

Chelsea is awesome. She was patient, knowledgeable, and very helpful. She even stayed available to answer a few additional questions online after our phone call was over.

Dec 9, 2022

C

CD

Had an issue with logging in.

Had an issue with logging in and Chelsea, helped me get it resolved. She asked the right questions and provided the right answers. Thank you Chelsea

Dec 6, 2022

F

Fred

GREAT: I was going to contact support to…

I was going to contact support to rollover funds (because I forgot how I did it last time), but found it was literally a click away (select your current 401k from a dropdown/list box) and Nabers created the documents/pdf for me. It's actually harder to change your phone number with them than get faxable documents. You do need to make it easier to change your phone number...

Dec 1, 2022

JP

Jeff Pekoy

Great Fiduciary!

Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted us to a pending liquidity issue with Gemini's Crypto Earn program, allowing us to pull our funds out before they got locked from withdrawals! Great Solo401K Trust provider.... don't think twice.

Nov 19, 2022

RL

Robert Morley Law

Review

Overall, the experience was a very positive one. The information is good. Josh did well in the "interview." There are way, way too many emails, starting with the reminder for that interview and subsequent to signing up.

Oct 14, 2022

FH

Ford Hanson

Just started working with Nabers Group…

Just started working with Nabers Group to get my Solo 401K Plan and Trust setup and they did an excellent job and made it very easy to get everything completed. The banking setup for our Solo-401k Trust account with their recommended bank and their staff was the most pleasant banking experience I've ever had. Overall, so far they have been a delight to work and hopefully it continues to be so.

Oct 9, 2022

M

Marcela

Nabers is outstanding!

Nabers is an amazing platform for Solo 401Ks, the team is outstanding, helpful, and always keeping our best interest at heart. Of course, they always encourage us to consult with SMEs if we have specific questions about our own unique situation. But the wealth of knowledge and guidance at Nabers is stellar. Kudos to Josh for answering all our questions. If anyone is considering a Solo 401K platform, I highly recommend Nabers Group. Thank you Nabers!

Oct 2, 2022

D

DCNYC

Chat help is actually helpful! (contrary to the norm)

I don't particularly like chat customer service, but I have to say that the help I got through chat at Nabers.com was fast and attentive. Great job! Seems like a small but dedicated and well-informed crew over there.

Oct 1, 2022

N

Nick

Excellent customer service

Excellent customer service, great intuitive website to access all your 401K PDF documents, and an awesome resource of all investing options at your fingertips.

Sep 13, 2022

A

AM

Easy and hassle-free

Even after registering, I asked a lot of questions because it was hard to believe how easy and hassle-free they make it to properly administer your own plan. Great customer service plus, the documentation is great too.

Aug 23, 2022

C

Christopher

Outstanding customer service

Outstanding customer service

Aug 4, 2022

T

TDQ

Made transitioning to new custodian and…

Made transitioning to new custodian and reinstatement of plan very simple

Jul 29, 2022

MG

Maria Labarrere Gonzalez-Garza

Nabers are very supportive and…

Nabers are very supportive and professional. I've been working with them for years, I highly recommend them!

Jul 27, 2022

JT

Jamie Thompson

Great product and customer service

Great product and customer service

Jul 22, 2022

D

Darrin

I find Nabers always very good

I find Nabers always very good! Their people are wonderful and their tech is innovative and helpful.

Jul 22, 2022

J

joe

The web based fillable form did not…

The web based fillable form did not allow corrections during input. Thanks.

Jul 16, 2022

H

Howard G.

Great experience opening

Great experience! Wasted two weeks waiting for Chase to approve the 401k Trust Docs. Sent the docs to Solera National Bank (bank listed as partner to solo401k.com) and they opened the account in two day! Solo401k was great but just a few too many email back and forth to figure out what the next steps were to do.

Jul 12, 2022

DH

davey Hibler

I’ve just started the process of…

I’ve just started the process of getting squared away and so far it’s been the best experience! I was able to schedule a quick call with ilana and she was able to help answer my questions and has continued to do so through email. Definitely reassuring knowing there is someone available to help!!

Jul 1, 2022

SU

Scott Unger

The Nabers group is beyond exceptional…

The Nabers group is beyond exceptional in hand-holding during the establishment process and being available (quickly) to help answer any ongoing questions I had. Setting up this new Solo 401k was an entirely new process for me and I had a lot of questions along the way. There was always someone at Nabers to help me in a fast and friendly way. They are also on top of things as it relates to tech, so coordinating the paperwork is mostly done digitally and was not very taxing.

Jun 30, 2022

W

E Wright

I have called Nabers a number of times…

I have called Nabers a number of times through the years to clarify questions that come up regarding my SOLO 401K. They have always been so helpful, kind and patient. I’m hesitant to recommend businesses to friends and associates but Nabers is one I am happy to share with those interested, without reservation.

Jun 24, 2022

B

BH

Ilana at Nabers provided outstanding…

Ilana at Nabers provided outstanding customer service. She was kind, patient and answered all of my questions in a timely manner.

Jun 16, 2022

DK

dave Kemp

Everyone is beyond helpful!!

Everyone is beyond helpful!!

Jun 11, 2022

A

Alfred

With Nabers Group since 2017..

With Nabers Group since 2017... Researched high and low for Self Directed Solo 401K and found Jeff and Rachel to be honest brokers of these instruments. Education articles and simplicity of setting up with clear instructions made it easy for me. If you need more than self directed 401K they are ready to assist.

Jun 6, 2022

M

Michael

They turned complexity into simplicity.

They turned complexity into simplicity. Straightforward, helpful and friendly.

Jun 5, 2022

E

Elizabeth

Excellent support and fast response…

Excellent support and fast response times.

Jun 4, 2022

EC

Ed Cavanaugh

Outstanding support

Working with Nabers has been a great experience. They walk you through the entire process making it as easy as possible. Support is rock solid - friendly, helpful, real people respond instantly to your support requests and keep everything on track.

May 25, 2022

SL

SDX Media, LLC

Easy to work with

Easy to work with, well organized, knowledgable, and extraordinarily responsive to inquiries

May 17, 2022

D

Dennis

Excellence service

Excellence service. Very pleased.

May 12, 2022

WY

Will Yao

A lot to learn along this journey of…

A lot to learn along this journey of solo401K but the reward is tremendous! Fortunate that with Nabers Group, they are always there to help, just a phone call or a chat away. 100% satisfied with the support - friendly, willing to help and knowledgeable!

May 12, 2022

IT

Iddo Tal

Everyone should have a Solo 401K, even your kids

I strongly believe that everyone in the US should have their own Solo 401K, even our kids. It is a great tool to save money tax free and build wealth. Ilana and her team are super responsive and guide you step-by-step through the process. I highly recommend working with them.

May 11, 2022

TB

Travis Ball

Rollover Question and Restatement

I had to restate my documents and also had a specific question regarding a rollover. Chelsea helped me address the situation and verified my restatement was complete. Great experience.

May 11, 2022

JW

Jason Walker

Rachel Nabers & the Nabers Group team are ROCK STARS

Rachel Nabers and the entire team at Nabers Group are old-school customer focussed folks. They are genuinely nice people who seem to care about each other and who definitely care about the success of their clients. They are all well-trained subject matter experts, to boot. This kind of customer experience is all too rare these days, so when I experience it, I have to celebrate it. Thanks for being a company of selfless servants!

May 10, 2022

D

Dylan

Absolutely amazing product and top of…

Absolutely amazing product and top of the line customer service always there to offer guidance.

Apr 27, 2022

LG

Liliya George

Amazingcustomer service

Amazing customer service. Reliable. Prompt. Great step by step instructions. Worked with Ilana and she was so helpful throughout the process.

Apr 27, 2022

JB

Joe Bivona

Chelsea was fantastic

Chelsea was fantastic! 401k set up was a little confusing to me and Chelsea helped me get it done in under 20 minutes.

Apr 21, 2022

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Paula P

Don't loose sleep...Nabers Group got this.

After weeks of online research trying to find the best way to secure personal monies while minimizing taxes, someone referred us to the Nabers Group. Being a business owner with no other partners except my spouse, and having no employees, we were able to restate our existing 401k with the Nabers Group. They provide a plethora of services that streamlines the entire confusing process (especially dealing with IRS rules). We had our IRS approved 401k documents within a day. They provided a list of partnering banking institutes that specializes in retirement accounts and understands the client's goals. Based on our unique business and personal finances, we wanted to maximize our Roth contributions. We spent days (and nights) researching what is allowed and what were the maximums. In fear of doing the wrong thing and incurring a penalty from the IRS, we stayed up all night until 3:00 a.m. reading IRS publications and going over the forms that we thought MAY be required. As much as my husband and I logically reasoned what might be needed and what ought to be done, ultimately we did not know anything for sure. The next day, with refresh minds, we continued the debate from the night before. Finally, I requested a one on one call with Iliana, a solo 401k specialist. We asked her about setting up bank accounts and deposits, Roth contribution limits, roll overs, and required IRS forms. In less than 10 minutes, she cleared up all our uncertainty. After the call, we felt confident and were comforted knowing that she knew the right answers to our questions, because she had gone through the same process to create her own solo 401k. She was extremely knowledgeable and a pleasure to speak with.

Apr 15, 2022

D

Dave F

I am so thankful for Nabers Group and…

I am so thankful for Nabers Group and how they were able to help me get my IRA set up so quickly and efficiently. The support that I received from Basecamp and their employees was awesome!

Apr 14, 2022

G

gregg

Nabers Group was very easy to work with…

Nabers Group was very easy to work with to set-up the account, I did an LLC in addition to a Solo 401K. They were very responsive via both email and phone contact when I had questions and had good, helpful suggestions....very smooth!

Apr 13, 2022

T

TODD

Great Customer Service

I was in a time crunch to get my Solo401K open and funded so that I could make an investment. I had some questions along the way and received excellent customer service each time that I called. Combined with their pricing and fees, I don’t know that you can find a better combination.

Apr 8, 2022

JA

Jennifer Akkaway

I was hesitant to transfer my existing…

I was hesitant to transfer my existing solo 401k plan from another company, but I was blown away by Josh and his team at Nabors. They answered all of my questions, and explained the somewhat confusing process clearly. Customer service is outstanding. Highly recommend.

Mar 23, 2022

HT

Hunter Thompson

A world-class product (and support team!) for setting up a self-directed 401k

Nabers and Solo401k have been absolutely crucial in me gaining any sort of understanding of the super complicated self-directed 401k process. They set up my LLC and uploaded all of the documents in just a few days into their dashboard — super clean. Their real value comes in their support team and docs. I have messaged them at least 5 times asking very pointed questions and they always get back within seconds with amazing answers. It's like having a financial consultant by your side — unreal. I couldn't recommend them more!

Mar 22, 2022

J

Jesila

great support

great support

Mar 18, 2022

JH

Jesse Harris

This A 100% Recommendation

This a 100% recommendation! It's rare to find a company (from back of the house to Customer Service) with such conscientious, professional service. I had many questions, being a bit of a neophyte when it comes to trusts and such. However the Customer Service reps were so helpful, knowledgeable and courteous that I had my trust/Solo 401K set up in a day basically (the paperwork came back to me, and I'm not kidding, 45 minutes). Now I'm on to setting up the trust bank account, and feeling very excited about the future! Sincere thanks to the team at Nabers.com.

Mar 18, 2022

RW

Richard Wong

My experience talking with Chelsea and…

My experience talking with Chelsea and Ilana was extremely positive. They were both knowledgeable and patient when responding to admittedly pesky questions. Their clarity and professionalism were beyond my expectations.

Mar 10, 2022

JG

Joseph Gioello

Hello,

Hello, Larry Lassiter provide OUTSTANDING support assisting me in setting up a Vanguard Brokerage Account for my Solo 401 Trust. Extremely patient and professional. Greatly appreciated!

Mar 1, 2022

W

Will

Knowledgeable and Caring

Love the fact that you really do your best answering all the questions! A lot of financial institutions are not familiar with Solo401K. Your expertise and willingness to help made the journey possible.

Feb 22, 2022

L

Lawrence

Smooth

Smooth, painless process.

Feb 18, 2022

S

Sandra

Everything was handled quickly and…

Everything was handled quickly and efficiently. All of my questions were answered to my satisfaction and it was easy for me to make a decision to move forward with this option.

Feb 8, 2022

K

Kelly

Great value

I did research first, considering taking the free, DIY approach to setting up my Solo 401k and quickly got lost in the paperwork and process. Understanding how much of my time that would have taken, I can say that the value far exceeded the cost for Nabers Group services in setting up my Solo 401k. I continue to find value in their recommendations for banks that are easy to work with and their wide variety of online learning resources too. Thanks Nabers!

Feb 6, 2022

N

Nancy

Great customer service to help me setup…

Great customer service to help me setup my Solo 401K account

Jan 21, 2022

SK

Sun Kim

Great!

Great service!

Jan 20, 2022

M

Mario

I needed to set up a solo 401K and only…

I needed to set up a solo 401K and only had days before the end of the year to get it completed. Nabers Group communication was outstanding through the entire process and the 401K was set up in time. So far they have assisted in setting up my Gemini account as well as my TD Ameritrade account. I'm new to all this, and was overwhelmed to say the least. Nabers Group walked me through everything and in the process I have gained knowledge that will help me build my portfolio that will hopefully one day set me up for financial freedom.

Jan 19, 2022

S

Sudhir

Amazing service

Amazing service, and well priced. Very knowledgeable support team, who never get frustrated even with your questions with obvious answers. Best part was I made a mistake in LLC name, and they fixed it even after the docs were finalized with the company registrars.

Jan 18, 2022

HZ

Hamza zafar

Professional and humble people

I have recently joined Nabers Group and I really like the way they are working, I am learning amazing things with the team. overall they are all very professional and skilled people.

Jan 18, 2022

V V

Best Customer Service Hands-Down

The solo 401(k) product provided is excellent, covering almost all the aspects that would benefit a small business owner. The sign up process was very efficient, simple and well supported by the team. The customer service has been one of the best I have ever experienced. The customer service team is very knowledgeable, quick to respond and act, provides excellent guidance and links to documentation as-well. I'll highly recommend the product and the service that comes with it. Appreciate the Nabers Group's use the technology (excellent website, chat features, document repository, etc) to its advantage and make life easy for its customers/clients. Keep it going the same way!

Jan 18, 2022

M

Mary

These folks are top notch!!

These folks are top notch. Very helpful, patient and regardless of who takes your call or responds to your email, they all know what they are talking about. Amazing customer service!

Jan 13, 2022

S

Saher

for business owners who want to reduce tax

I just found them on line when I was googling. They were very quick and very responsive. The chat was very helpful though it started out with a chatbot. Their price is very reasonable. I heard about solo401k on NPR last month. I wish I knew this long before. I would recommend them highly.

Jan 11, 2022

CM

Craig Mueller

Retirement planning made EASY!

Nabers Group is top notch. They are friendly, professional, and extremely talented. What a blessing they have been to help me correct my retirement plan and get me back on track! I would highly recommend them for all your self directed needs.

Jan 10, 2022

S

Sean

The team is really professional

The team is really professional. When they learned that my business is not eligible, they promptly canceled and refunded my plan. Thank you!

Jan 8, 2022

C

Christine P.

Extremely professional, responsive and caring customer service

The team at the Nabers Group was extremely professional, responsive and caring throughout the process of restating my Solo401k. And they finished everything incredibly fast. I'm seriously impressed and would highly recommend them.

Jan 6, 2022

J

Jacqueline

Great professionalism

Great professionalism, organized, prompt and knowledgeable.

Jan 5, 2022

JP

Jeff Pekoy

I just opened a solo 401K with Nabers…

I just opened a solo 401K with Nabers about 3 weeks ago, and support has been insanely good with this company thus far. They really seem to have their stuff together. Thank you Nabers Group, keep up the good work!

Jan 5, 2022

T

Tayash

Excellent customer service

Excellent customer service

Jan 3, 2022

E

Eric

Affordable

Affordable, easy to apply, and questions answered quickly.

Dec 22, 2021

TD

Terry Dillon

Responsive

Responsive, knowledgeable, helpful, congenial.

Dec 17, 2021

K

Khushang

It's been so pleasure and love to work…

It's been so pleasure and love to work with Nabers Group. I have been working with Nabers group since so long. Thanks for giving me an opportunity to work with you. Kudos to you.

Dec 16, 2021

TS

Therapist Scottsdale

The process has been smooth!

The process has been smooth!

Dec 14, 2021

GP

Glenn Pinciotti

So far so good.

So far so good.

Dec 14, 2021

R

Robin S.

I was pleasantly surprised at how…

I was pleasantly surprised at how responsive the Nabers staff was to any and all questions posed. They provided support, explanations as well as on-line guidance materials. It was well thought out and executed. I am very happy I chose Nabers Group to help with my Solo 401K planning. Robin S.

Dec 14, 2021

M

B. Macias

I do appreciate that every time after…

I do appreciate that every time after having my solo 401k created that the you, the NABERS group, have assisted in various issues in and around the aspects or utility of said 401k. Support of your product and services has made me feel as if my choice was not just a nice one but a great one. To continued success and happiness in 2022. Thank you again for all your time and assistance rendered.

Dec 14, 2021

KF

KEVIN FELMLEE

They offer a good product at a good…

They offer a good product at a good price. Online portal is helpful too.

Dec 14, 2021

J

JT

Nabers have been terrific.

Nabers have been terrific.

Dec 14, 2021

J

Jay

Excellent streamlined service as…

Excellent streamlined service as advertised, quick and easy

Dec 14, 2021

JF

Janet Farley

I am still just learning but…

I am still just learning, but the NabersGroup set up my solo 401(k) very quickly and got me all the documents necessary. They also suggested a couple of banks to work with that are knowledgeable with this product. I am looking forward to viewing their tutorials on how to invest in different vehicles, such as crypto currency. So far a home run!

Dec 14, 2021

GB

Ghulam A Barkatally

Great work done this group

Great work done this group

Dec 14, 2021

J

Jade

Everyone at Nabers Group has been…

Everyone at Nabers Group has been responsive and helpful answering questions.

Dec 12, 2021

MO

Marcela Owen

Thank you for giving me all the…

Thank you for giving me all the information I needed to set up my Solo 401K, there are several steps but the system is simple to navigate, and your staff is fantastic at answering questions and guiding me when I need direction. This platform is exactly what I was looking for. Thank you!

Dec 11, 2021

K

Komal

Excellent service, quick turnaround time!

It was very seamless to open the account and work with Nabers group. Their reponse and customer service was impeccable!

Dec 9, 2021

T

TM

Easy, fast, and helpful

Easy, fast, and helpful. It only took a bit of time to set up the plan and they give helpful advice along the way.

Dec 9, 2021

MC

Michael Cory

I recently set up a solo 401k and IRA…

I recently set up a solo 401k and IRA with Nabers, and so far their customer service has been amazing! They have tons of resources available to help make the best decisions for tax savings, a great community to ask questions, and weekly online videos covering all the necessary topics. I highly recommend Nabers!

Dec 8, 2021

KR

Keith Rayne

Everyone was very helpful and mmade the…

Everyone was very helpful and mmade the process esy!

Dec 7, 2021

L

Lupin F.

Super satisfied

Efficient and knowledgeable- the combination you want for a service like this!

Dec 7, 2021

J

Juan F.

I wanted to rollover my pension into…

I wanted to rollover my pension into self directed retirement account. I heard Nabers was a good company to do it through. I did my research on them and a couple of others. Their service seem to fit what I wanted to do the best. The service was quick and easy at a good price. I am fully satisfied so far. Excellent service

Dec 7, 2021

RK

Ryan Kuchler

Very happy deciding to engage with Nabers Group as a trusted partner

I have been very impressed working with Nabers Group to establish a new 401k plan. This is the first time I am navigating the process as a business owner and have been extremely happy with how well they have guided me through it. They have excellent information on their website, have been very responsive to any questions I've had and very efficient in processing the paperwork on their end. I would highly recommend working with Nabers Group.

Dec 7, 2021

KG

Kristin Gillis

Nabers Group was wonderful helping me…

Nabers Group was wonderful helping me set up my Sep account. Thank you for all the great communication. Great company.

Dec 7, 2021

S

Srinivasc

Awesome Nabers Group

Nabers group helped me to setup my 401k account and answered all the questions I have. I recommend to my friends and family.

Dec 7, 2021

LM

Lori Mehen

Helpful support

Great support. Helped me resolve an issue I had experienced.

Dec 7, 2021

WH

William Hamlin

Excellent service and support.

Excellent service and support.

Dec 7, 2021

Jeff Filali

Jeff Filali

CEO, RBI ENTERPRISES LLC

Jeff Filali, Oklahoma I started my Solo in 2016. Today my Roth owns rental property, real estate notes, private equity, and crypto. The management team at Nabers has been wonderful to work with. They always respond promptly to any questions and send out regular updates and helpful information. I highly recommended their services.

Jan 17, 2025

ANTHONY DANIEL

ANTHONY DANIEL

CE0/manager SEAWAVES REAL ESTATES LLC

Anthony Daniel full time entrepreneur and real estate investor.It has Not help me reach any financial goals,My best experience is i have this tool for several years now and my tax preparer do not know how to use it to help me reduce my taxes when the tax season comes around.I need a class to help me help my tax preparer.

Apr 11, 2024

JF

Jeff Filali

CEO, RBI Enterprises, LLC (Oklahoma)

Joined Nabers’ Solo401K in Dec 2016. Today, my Roth now owns a portfolio of real estate, private equity, notes and crypto all growing tax free. It was one of the best financial wealth building moves I ever made. Pay taxes on the seeds, not the harvest!

Dec 28, 2023

Video Poster

Davey Hibler

Davey Hibler Productions

BH

Brian Hemmerle

Kentucky Sell Now, LLC

Brian Hemmerle - Owner of Kentucky Sell Now, LLC. I'm a full time Real Estate Investor. Solo401k allows me the flexibility to invest in all different types of asset classes. Most notably, real estate. Solo401k.com and their team are true professionals. They answered all of my questions and made the setup process very easy. Highly recommend them because of their customer service and knowledge of the Solo 401k.

Mar 18, 2023

T

Tudor

great communication!

very responsive to the chat questions , so far a great experience and prompt communication!

Jan 19, 2023

JV

John Vinarcsik

Nabers group listened to my feedback

Nabers group listened to my feedback and genuinely seems to be taking steps to make their customer service best in class.

Jan 12, 2023

N

Nicole

Super helpful and answered all…

Super helpful and answered all questions. Easy process and stuck with their timeline.

Dec 28, 2022

M

Michael G.

Manager, SRS, LLC

If you've been thinking about a Solo 401(k), then you're in the right place. Nabers Group has you covered. I first started looking into Solo 401(k)'s in 2016 and came across Rachel Nabers online and chatted with her. While I wasn't actually ready back then, they sounded so impressive that my business partner did open one with them. It was on the back burner for me until I attended a seminar by a prominent solopreneur support company where, when you empty your pockets, you get a basket of offerings that included a Solo 401(k). What did it get me for the Solo 401(k)? Basically one semi-retired guy who answered emails, and carelessly at that. Frustrated, I made the switch to Nabers and never looked back. Their automated portal is amazing. If you still have questions, ask away on chat, Facebook, or on one of their frequent interactive live webinars. And their banking associates are fantastic. As a bonus, if you happen to have an existing Roth account that's ineligible for a rollover, they also offer a checkbook LLC option for self direction. I couldn't be happier with my Nabers Group Solo 401(k).

Dec 23, 2022

user avatar
George Dynott
Google

Positive: Professionalism, Quality, Value

Excellent customer service. Very professional staff

2 years ago

user avatar
Sandeep Yadav
Google

Positive: Professionalism, Responsiveness

Very happy with their service and knowledge. They've helped me through the entire process of adopting the Solo 401k and answered pretty tricky questions to handle my situation.

a year ago

user avatar
sam hampton
Google

Positive: Professionalism, Quality, Responsiveness, Value

I thought setting up a solo 401k for my business would have been difficult. Their online chat was superb! Links to documents, online signing systems, bank referrals made this a breeze. This process was easy and efficient and I walked away very impressed. Awesome customer experience.

11 months ago

G

Gary

Chelsea is awesome

Chelsea is awesome. She was patient, knowledgeable, and very helpful. She even stayed available to answer a few additional questions online after our phone call was over.

Dec 9, 2022

C

CD

Had an issue with logging in.

Had an issue with logging in and Chelsea, helped me get it resolved. She asked the right questions and provided the right answers. Thank you Chelsea

Dec 6, 2022

F

Fred

GREAT: I was going to contact support to…

I was going to contact support to rollover funds (because I forgot how I did it last time), but found it was literally a click away (select your current 401k from a dropdown/list box) and Nabers created the documents/pdf for me. It's actually harder to change your phone number with them than get faxable documents. You do need to make it easier to change your phone number...

Dec 1, 2022

JP

Jeff Pekoy

Great Fiduciary!

Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted us to a pending liquidity issue with Gemini's Crypto Earn program, allowing us to pull our funds out before they got locked from withdrawals! Great Solo401K Trust provider.... don't think twice.

Nov 19, 2022

RL

Robert Morley Law

Review

Overall, the experience was a very positive one. The information is good. Josh did well in the "interview." There are way, way too many emails, starting with the reminder for that interview and subsequent to signing up.

Oct 14, 2022

FH

Ford Hanson

Just started working with Nabers Group…

Just started working with Nabers Group to get my Solo 401K Plan and Trust setup and they did an excellent job and made it very easy to get everything completed. The banking setup for our Solo-401k Trust account with their recommended bank and their staff was the most pleasant banking experience I've ever had. Overall, so far they have been a delight to work and hopefully it continues to be so.

Oct 9, 2022

M

Marcela

Nabers is outstanding!

Nabers is an amazing platform for Solo 401Ks, the team is outstanding, helpful, and always keeping our best interest at heart. Of course, they always encourage us to consult with SMEs if we have specific questions about our own unique situation. But the wealth of knowledge and guidance at Nabers is stellar. Kudos to Josh for answering all our questions. If anyone is considering a Solo 401K platform, I highly recommend Nabers Group. Thank you Nabers!

Oct 2, 2022

D

DCNYC

Chat help is actually helpful! (contrary to the norm)

I don't particularly like chat customer service, but I have to say that the help I got through chat at Nabers.com was fast and attentive. Great job! Seems like a small but dedicated and well-informed crew over there.

Oct 1, 2022

N

Nick

Excellent customer service

Excellent customer service, great intuitive website to access all your 401K PDF documents, and an awesome resource of all investing options at your fingertips.

Sep 13, 2022

A

AM

Easy and hassle-free

Even after registering, I asked a lot of questions because it was hard to believe how easy and hassle-free they make it to properly administer your own plan. Great customer service plus, the documentation is great too.

Aug 23, 2022

C

Christopher

Outstanding customer service

Outstanding customer service

Aug 4, 2022

T

TDQ

Made transitioning to new custodian and…

Made transitioning to new custodian and reinstatement of plan very simple

Jul 29, 2022

MG

Maria Labarrere Gonzalez-Garza

Nabers are very supportive and…

Nabers are very supportive and professional. I've been working with them for years, I highly recommend them!

Jul 27, 2022

JT

Jamie Thompson

Great product and customer service

Great product and customer service

Jul 22, 2022

D

Darrin

I find Nabers always very good

I find Nabers always very good! Their people are wonderful and their tech is innovative and helpful.

Jul 22, 2022

J

joe

The web based fillable form did not…

The web based fillable form did not allow corrections during input. Thanks.

Jul 16, 2022

H

Howard G.

Great experience opening

Great experience! Wasted two weeks waiting for Chase to approve the 401k Trust Docs. Sent the docs to Solera National Bank (bank listed as partner to solo401k.com) and they opened the account in two day! Solo401k was great but just a few too many email back and forth to figure out what the next steps were to do.

Jul 12, 2022

DH

davey Hibler

I’ve just started the process of…

I’ve just started the process of getting squared away and so far it’s been the best experience! I was able to schedule a quick call with ilana and she was able to help answer my questions and has continued to do so through email. Definitely reassuring knowing there is someone available to help!!

Jul 1, 2022

SU

Scott Unger

The Nabers group is beyond exceptional…

The Nabers group is beyond exceptional in hand-holding during the establishment process and being available (quickly) to help answer any ongoing questions I had. Setting up this new Solo 401k was an entirely new process for me and I had a lot of questions along the way. There was always someone at Nabers to help me in a fast and friendly way. They are also on top of things as it relates to tech, so coordinating the paperwork is mostly done digitally and was not very taxing.

Jun 30, 2022

W

E Wright

I have called Nabers a number of times…

I have called Nabers a number of times through the years to clarify questions that come up regarding my SOLO 401K. They have always been so helpful, kind and patient. I’m hesitant to recommend businesses to friends and associates but Nabers is one I am happy to share with those interested, without reservation.

Jun 24, 2022

B

BH

Ilana at Nabers provided outstanding…

Ilana at Nabers provided outstanding customer service. She was kind, patient and answered all of my questions in a timely manner.

Jun 16, 2022

DK

dave Kemp

Everyone is beyond helpful!!

Everyone is beyond helpful!!

Jun 11, 2022

A

Alfred

With Nabers Group since 2017..

With Nabers Group since 2017... Researched high and low for Self Directed Solo 401K and found Jeff and Rachel to be honest brokers of these instruments. Education articles and simplicity of setting up with clear instructions made it easy for me. If you need more than self directed 401K they are ready to assist.

Jun 6, 2022

M

Michael

They turned complexity into simplicity.

They turned complexity into simplicity. Straightforward, helpful and friendly.

Jun 5, 2022

E

Elizabeth

Excellent support and fast response…

Excellent support and fast response times.

Jun 4, 2022

EC

Ed Cavanaugh

Outstanding support

Working with Nabers has been a great experience. They walk you through the entire process making it as easy as possible. Support is rock solid - friendly, helpful, real people respond instantly to your support requests and keep everything on track.

May 25, 2022

SL

SDX Media, LLC

Easy to work with

Easy to work with, well organized, knowledgable, and extraordinarily responsive to inquiries

May 17, 2022

D

Dennis

Excellence service

Excellence service. Very pleased.

May 12, 2022

WY

Will Yao

A lot to learn along this journey of…

A lot to learn along this journey of solo401K but the reward is tremendous! Fortunate that with Nabers Group, they are always there to help, just a phone call or a chat away. 100% satisfied with the support - friendly, willing to help and knowledgeable!

May 12, 2022

IT

Iddo Tal

Everyone should have a Solo 401K, even your kids

I strongly believe that everyone in the US should have their own Solo 401K, even our kids. It is a great tool to save money tax free and build wealth. Ilana and her team are super responsive and guide you step-by-step through the process. I highly recommend working with them.

May 11, 2022

TB

Travis Ball

Rollover Question and Restatement

I had to restate my documents and also had a specific question regarding a rollover. Chelsea helped me address the situation and verified my restatement was complete. Great experience.

May 11, 2022

JW

Jason Walker

Rachel Nabers & the Nabers Group team are ROCK STARS

Rachel Nabers and the entire team at Nabers Group are old-school customer focussed folks. They are genuinely nice people who seem to care about each other and who definitely care about the success of their clients. They are all well-trained subject matter experts, to boot. This kind of customer experience is all too rare these days, so when I experience it, I have to celebrate it. Thanks for being a company of selfless servants!

May 10, 2022

D

Dylan

Absolutely amazing product and top of…

Absolutely amazing product and top of the line customer service always there to offer guidance.

Apr 27, 2022

LG

Liliya George

Amazingcustomer service

Amazing customer service. Reliable. Prompt. Great step by step instructions. Worked with Ilana and she was so helpful throughout the process.

Apr 27, 2022

JB

Joe Bivona

Chelsea was fantastic

Chelsea was fantastic! 401k set up was a little confusing to me and Chelsea helped me get it done in under 20 minutes.

Apr 21, 2022

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Paula P

Don't loose sleep...Nabers Group got this.

After weeks of online research trying to find the best way to secure personal monies while minimizing taxes, someone referred us to the Nabers Group. Being a business owner with no other partners except my spouse, and having no employees, we were able to restate our existing 401k with the Nabers Group. They provide a plethora of services that streamlines the entire confusing process (especially dealing with IRS rules). We had our IRS approved 401k documents within a day. They provided a list of partnering banking institutes that specializes in retirement accounts and understands the client's goals. Based on our unique business and personal finances, we wanted to maximize our Roth contributions. We spent days (and nights) researching what is allowed and what were the maximums. In fear of doing the wrong thing and incurring a penalty from the IRS, we stayed up all night until 3:00 a.m. reading IRS publications and going over the forms that we thought MAY be required. As much as my husband and I logically reasoned what might be needed and what ought to be done, ultimately we did not know anything for sure. The next day, with refresh minds, we continued the debate from the night before. Finally, I requested a one on one call with Iliana, a solo 401k specialist. We asked her about setting up bank accounts and deposits, Roth contribution limits, roll overs, and required IRS forms. In less than 10 minutes, she cleared up all our uncertainty. After the call, we felt confident and were comforted knowing that she knew the right answers to our questions, because she had gone through the same process to create her own solo 401k. She was extremely knowledgeable and a pleasure to speak with.

Apr 15, 2022

D

Dave F

I am so thankful for Nabers Group and…

I am so thankful for Nabers Group and how they were able to help me get my IRA set up so quickly and efficiently. The support that I received from Basecamp and their employees was awesome!

Apr 14, 2022

G

gregg

Nabers Group was very easy to work with…

Nabers Group was very easy to work with to set-up the account, I did an LLC in addition to a Solo 401K. They were very responsive via both email and phone contact when I had questions and had good, helpful suggestions....very smooth!

Apr 13, 2022

T

TODD

Great Customer Service

I was in a time crunch to get my Solo401K open and funded so that I could make an investment. I had some questions along the way and received excellent customer service each time that I called. Combined with their pricing and fees, I don’t know that you can find a better combination.

Apr 8, 2022

JA

Jennifer Akkaway

I was hesitant to transfer my existing…

I was hesitant to transfer my existing solo 401k plan from another company, but I was blown away by Josh and his team at Nabors. They answered all of my questions, and explained the somewhat confusing process clearly. Customer service is outstanding. Highly recommend.

Mar 23, 2022

HT

Hunter Thompson

A world-class product (and support team!) for setting up a self-directed 401k

Nabers and Solo401k have been absolutely crucial in me gaining any sort of understanding of the super complicated self-directed 401k process. They set up my LLC and uploaded all of the documents in just a few days into their dashboard — super clean. Their real value comes in their support team and docs. I have messaged them at least 5 times asking very pointed questions and they always get back within seconds with amazing answers. It's like having a financial consultant by your side — unreal. I couldn't recommend them more!

Mar 22, 2022

J

Jesila

great support

great support

Mar 18, 2022

JH

Jesse Harris

This A 100% Recommendation

This a 100% recommendation! It's rare to find a company (from back of the house to Customer Service) with such conscientious, professional service. I had many questions, being a bit of a neophyte when it comes to trusts and such. However the Customer Service reps were so helpful, knowledgeable and courteous that I had my trust/Solo 401K set up in a day basically (the paperwork came back to me, and I'm not kidding, 45 minutes). Now I'm on to setting up the trust bank account, and feeling very excited about the future! Sincere thanks to the team at Nabers.com.

Mar 18, 2022

RW

Richard Wong

My experience talking with Chelsea and…

My experience talking with Chelsea and Ilana was extremely positive. They were both knowledgeable and patient when responding to admittedly pesky questions. Their clarity and professionalism were beyond my expectations.

Mar 10, 2022

JG

Joseph Gioello

Hello,

Hello, Larry Lassiter provide OUTSTANDING support assisting me in setting up a Vanguard Brokerage Account for my Solo 401 Trust. Extremely patient and professional. Greatly appreciated!

Mar 1, 2022

W

Will

Knowledgeable and Caring

Love the fact that you really do your best answering all the questions! A lot of financial institutions are not familiar with Solo401K. Your expertise and willingness to help made the journey possible.

Feb 22, 2022

L

Lawrence

Smooth

Smooth, painless process.

Feb 18, 2022

S

Sandra

Everything was handled quickly and…

Everything was handled quickly and efficiently. All of my questions were answered to my satisfaction and it was easy for me to make a decision to move forward with this option.

Feb 8, 2022

K

Kelly

Great value

I did research first, considering taking the free, DIY approach to setting up my Solo 401k and quickly got lost in the paperwork and process. Understanding how much of my time that would have taken, I can say that the value far exceeded the cost for Nabers Group services in setting up my Solo 401k. I continue to find value in their recommendations for banks that are easy to work with and their wide variety of online learning resources too. Thanks Nabers!

Feb 6, 2022

N

Nancy

Great customer service to help me setup…

Great customer service to help me setup my Solo 401K account

Jan 21, 2022

SK

Sun Kim

Great!

Great service!

Jan 20, 2022

M

Mario

I needed to set up a solo 401K and only…

I needed to set up a solo 401K and only had days before the end of the year to get it completed. Nabers Group communication was outstanding through the entire process and the 401K was set up in time. So far they have assisted in setting up my Gemini account as well as my TD Ameritrade account. I'm new to all this, and was overwhelmed to say the least. Nabers Group walked me through everything and in the process I have gained knowledge that will help me build my portfolio that will hopefully one day set me up for financial freedom.

Jan 19, 2022

S

Sudhir

Amazing service

Amazing service, and well priced. Very knowledgeable support team, who never get frustrated even with your questions with obvious answers. Best part was I made a mistake in LLC name, and they fixed it even after the docs were finalized with the company registrars.

Jan 18, 2022

HZ

Hamza zafar

Professional and humble people

I have recently joined Nabers Group and I really like the way they are working, I am learning amazing things with the team. overall they are all very professional and skilled people.

Jan 18, 2022

V V

Best Customer Service Hands-Down

The solo 401(k) product provided is excellent, covering almost all the aspects that would benefit a small business owner. The sign up process was very efficient, simple and well supported by the team. The customer service has been one of the best I have ever experienced. The customer service team is very knowledgeable, quick to respond and act, provides excellent guidance and links to documentation as-well. I'll highly recommend the product and the service that comes with it. Appreciate the Nabers Group's use the technology (excellent website, chat features, document repository, etc) to its advantage and make life easy for its customers/clients. Keep it going the same way!

Jan 18, 2022

M

Mary

These folks are top notch!!

These folks are top notch. Very helpful, patient and regardless of who takes your call or responds to your email, they all know what they are talking about. Amazing customer service!

Jan 13, 2022

S

Saher

for business owners who want to reduce tax

I just found them on line when I was googling. They were very quick and very responsive. The chat was very helpful though it started out with a chatbot. Their price is very reasonable. I heard about solo401k on NPR last month. I wish I knew this long before. I would recommend them highly.

Jan 11, 2022

CM

Craig Mueller

Retirement planning made EASY!

Nabers Group is top notch. They are friendly, professional, and extremely talented. What a blessing they have been to help me correct my retirement plan and get me back on track! I would highly recommend them for all your self directed needs.

Jan 10, 2022

S

Sean

The team is really professional

The team is really professional. When they learned that my business is not eligible, they promptly canceled and refunded my plan. Thank you!

Jan 8, 2022

C

Christine P.

Extremely professional, responsive and caring customer service

The team at the Nabers Group was extremely professional, responsive and caring throughout the process of restating my Solo401k. And they finished everything incredibly fast. I'm seriously impressed and would highly recommend them.

Jan 6, 2022

J

Jacqueline

Great professionalism

Great professionalism, organized, prompt and knowledgeable.

Jan 5, 2022

JP

Jeff Pekoy

I just opened a solo 401K with Nabers…

I just opened a solo 401K with Nabers about 3 weeks ago, and support has been insanely good with this company thus far. They really seem to have their stuff together. Thank you Nabers Group, keep up the good work!

Jan 5, 2022

T

Tayash

Excellent customer service

Excellent customer service

Jan 3, 2022

E

Eric

Affordable

Affordable, easy to apply, and questions answered quickly.

Dec 22, 2021

TD

Terry Dillon

Responsive

Responsive, knowledgeable, helpful, congenial.

Dec 17, 2021

K

Khushang

It's been so pleasure and love to work…

It's been so pleasure and love to work with Nabers Group. I have been working with Nabers group since so long. Thanks for giving me an opportunity to work with you. Kudos to you.

Dec 16, 2021

TS

Therapist Scottsdale

The process has been smooth!

The process has been smooth!

Dec 14, 2021

GP

Glenn Pinciotti

So far so good.

So far so good.

Dec 14, 2021

R

Robin S.

I was pleasantly surprised at how…

I was pleasantly surprised at how responsive the Nabers staff was to any and all questions posed. They provided support, explanations as well as on-line guidance materials. It was well thought out and executed. I am very happy I chose Nabers Group to help with my Solo 401K planning. Robin S.

Dec 14, 2021

M

B. Macias

I do appreciate that every time after…

I do appreciate that every time after having my solo 401k created that the you, the NABERS group, have assisted in various issues in and around the aspects or utility of said 401k. Support of your product and services has made me feel as if my choice was not just a nice one but a great one. To continued success and happiness in 2022. Thank you again for all your time and assistance rendered.

Dec 14, 2021

KF

KEVIN FELMLEE

They offer a good product at a good…

They offer a good product at a good price. Online portal is helpful too.

Dec 14, 2021

J

JT

Nabers have been terrific.

Nabers have been terrific.

Dec 14, 2021

J

Jay

Excellent streamlined service as…

Excellent streamlined service as advertised, quick and easy

Dec 14, 2021

JF

Janet Farley

I am still just learning but…

I am still just learning, but the NabersGroup set up my solo 401(k) very quickly and got me all the documents necessary. They also suggested a couple of banks to work with that are knowledgeable with this product. I am looking forward to viewing their tutorials on how to invest in different vehicles, such as crypto currency. So far a home run!

Dec 14, 2021

GB

Ghulam A Barkatally

Great work done this group

Great work done this group

Dec 14, 2021

J

Jade

Everyone at Nabers Group has been…

Everyone at Nabers Group has been responsive and helpful answering questions.

Dec 12, 2021

MO

Marcela Owen

Thank you for giving me all the…

Thank you for giving me all the information I needed to set up my Solo 401K, there are several steps but the system is simple to navigate, and your staff is fantastic at answering questions and guiding me when I need direction. This platform is exactly what I was looking for. Thank you!

Dec 11, 2021

K

Komal

Excellent service, quick turnaround time!

It was very seamless to open the account and work with Nabers group. Their reponse and customer service was impeccable!

Dec 9, 2021

T

TM

Easy, fast, and helpful

Easy, fast, and helpful. It only took a bit of time to set up the plan and they give helpful advice along the way.

Dec 9, 2021

MC

Michael Cory

I recently set up a solo 401k and IRA…

I recently set up a solo 401k and IRA with Nabers, and so far their customer service has been amazing! They have tons of resources available to help make the best decisions for tax savings, a great community to ask questions, and weekly online videos covering all the necessary topics. I highly recommend Nabers!

Dec 8, 2021

KR

Keith Rayne

Everyone was very helpful and mmade the…

Everyone was very helpful and mmade the process esy!

Dec 7, 2021

L

Lupin F.

Super satisfied

Efficient and knowledgeable- the combination you want for a service like this!

Dec 7, 2021

J

Juan F.

I wanted to rollover my pension into…

I wanted to rollover my pension into self directed retirement account. I heard Nabers was a good company to do it through. I did my research on them and a couple of others. Their service seem to fit what I wanted to do the best. The service was quick and easy at a good price. I am fully satisfied so far. Excellent service

Dec 7, 2021

RK

Ryan Kuchler

Very happy deciding to engage with Nabers Group as a trusted partner

I have been very impressed working with Nabers Group to establish a new 401k plan. This is the first time I am navigating the process as a business owner and have been extremely happy with how well they have guided me through it. They have excellent information on their website, have been very responsive to any questions I've had and very efficient in processing the paperwork on their end. I would highly recommend working with Nabers Group.

Dec 7, 2021

KG

Kristin Gillis

Nabers Group was wonderful helping me…

Nabers Group was wonderful helping me set up my Sep account. Thank you for all the great communication. Great company.

Dec 7, 2021

S

Srinivasc

Awesome Nabers Group

Nabers group helped me to setup my 401k account and answered all the questions I have. I recommend to my friends and family.

Dec 7, 2021

LM

Lori Mehen

Helpful support

Great support. Helped me resolve an issue I had experienced.

Dec 7, 2021

WH

William Hamlin

Excellent service and support.

Excellent service and support.

Dec 7, 2021