"Rick is my "go to" IRA Rollover funding resource for my clients. His work ethic and knowledge is exceptional, and he educates and communicates with my clients through every step of their rollover process and beyond. He has assisted my clients since 2009, and I have only received 100% rave reviews on their experience."Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
I would like to thank Rick Cox for all his expertise and guidance in helping me to utilize my retirement assets (IRA) to fund my new business startup. Rick is one of the best business and highly recommend his service. He is an expert in this field, his customer service is impeccable. He treated me like I was his only client. He was always available to assist me with questions, walk me through forms for submission, or available to assist me with the facilitation of the rollover of assets to my new 401K account.He made the process seamless and explained all aspects in layman's terms. I am glad I worked with Rick as I know that he will continue to be a resource for me and my business well into the future.Thank you, Rick.
James B.Illinois State
My experience with IRA Angel Funding has been nothing short of phenomenal. When I decided to pursue a franchise opportunity I knew nothing about setting up a business. Throughout the process of doing so, Rick Cox with IRA Angel Funding walked me through, step-by-step, the entire way. He was patient and always took the time to explain everything to me in as much detail as I needed. In addition to that, he routinely checked in on me to see if I needed any help or to remind me about critical steps in the process. He was, and continues to be, a delightful person to work with. I would recommend Rick to anyone wanting to start a business.
Darryl H. / Business Owner
I've known Rick for years. Recently he helped one of my clients on a business acquisition to use personal 401k funds to finance the transaction. He is very thorough, professional, and has exemplary communication skills.
Robert S., Owner/Business Broker
Hi Rick, I just wanted to give my perspective on my experience with IRA Angel Funding.You have walked me through this process every step of the way and have made a dream of owning a business come true. When I started this journey I had no clue where to start. I just had an idea. I am thankful that I came across the right people to point me to IRA Angel Funding. Thank you Rick for your patience and helping me through this journey.
Schooley Mitchell Franchise
"Rick is very responsive to clients and goes above and beyond to help clients"
The Cleaning Authority
Rick, thank you very much for the Rollover funding.
In addition, I want to take this opportunity to express my sincere appreciation for your TREMENDOUS work so far. Especially notable is the deep due-diligence around the funding research involving the LLP and R.O.B.S. as well as other business investment considerations. Thank you, very much.
With Warm Regards, Mani
MENRO Ventures, Inc.
Wanted to let you know that I did sign a contract with a new franchisor today and am on my way to becoming a Franchise Consultant. Ultimately decided not to go with 401K Rollover because, money wise, it was pretty much a wash (only talking about $25K in my 401K) and C Corp is not the way I want to go. All of this said, you were extremely helpful and patient with me…thank you. Once I get up and rolling I do plan to send business your way. Please don’t hesitate to contact me for any reason in the future. Will look forward to talking to you again soon. Have a great holiday weekend!
"Even working with Rick remotely, I couldn't ask for better knowledge and detail from an expert in complex funding and financial processes. And Rick is as friendly and open as he is effective."
Ruby Mox Corp
My experience with Rick Cox at IRA Angel Funding was very positive and informative. Rick took the time to explain how I could utilize funds in my 401K to start up a new business venture. He was extremely knowledgeable and patient as I asked questions and considered what would be the best move forward. Rick’s experience in this field eased many of my concerns regarding establishing and funding the newly formed corporation. The team Rick assembled to administer my plan was equally as knowledgeable and a joy to work with throughout the process. Without Rick’s assistance I would had a very difficult time getting my business from the planning stage to a reality. I am grateful for all he did and look forward to our ongoing business relationship.
Melcar Enterprises, Inc.
I recently bought a new business. I did a 401k rollover and worked with IRA Angel Funding. They were there every step of the way and extremely knowledgeable. I would definitely recommend them in the future. They were great to work with!Thank you Rick
Beachwood Adventures, Inc.
Rick,I just want to thank you for your help, guidance and most of all patience in helping me establish my company. Your expertise has been invaluable and I will gladly recommend your services to anyone, thanks again sir.Abimbola F.Duchess Graphics, Inc
I am pleased to recommend Rick Cox from IRA Angel Funding.
Rick is thorough, informative and diligent.
Club Z / In-home Tutoring & Test Prep
Hi Rick, my experience with IRA Angel Funding has been excellent from the explanations, corporate documents and follow up with any banks, SBA applications and third party needs. Further, this has changed the equation for the future returns through self-managing your business to exceed the stock market. Having control of your destiny is the benefit of IRA Angel Funding services.
Rick W.Insurance Agency
Rick,We want to thank you for your time, help and patience with our endless questions and phone calls to you. It was such a pleasure learning from you. We cannot thank you enough for your guidance during this process. We have highly recommended you to people who come our way and may need someone like yourself to assist them as you did for us with our business.
Thank you again for your support,Dan and CherylD & C Freight, Inc.
Rick,I am in receipt of my binders from IRA Angel Funding. They are very professional, organized and thorough. I am proud of the work you did for me. I want to thank you for your support, patience and high-level of expertise and professionalism. I will recommend your service without reservation to all future candidates I come across.
Thank you very much,Billy N.President of JTB Group, Inc
RickJust want to take a moment to thank you for all the work you did setting up the IRA funding, establishing the corporation and taking me through the set-up for the new franchise. It was a process that was complicated but you were very helpful and patient guiding me through it. The procedure was very specific and you explained it as simply as possible.I am glad you knew how to avoid pitfalls and relayed them to me as we went through the binder review. It is also very useful to have the "to-do” list you had me create as we did the review. The real-life ideas you suggested to include in the business part of the model are useful as well. You have made me feel comfortable knowing I can contact you for follow-up regarding the funding, corporate specific requirements, and business ideas.
"Rick Cox personalized attention from IRA Angel Funding made the daunting task of creating a company to invest our 401k funds extremely simple. Rick is very knowledgeable, was responsive and 150% helpful throughout the entire process. Even months after the company was set up Rick continues to offer his support which is priceless."
James & Arasselli LindiaVested Herald, Inc.
Rick,I want to thank you for all of your help with funding my new business, it has been a pleasure doing business with you over the last couple of months. Your patience and expertise are second to none, you made the process painless, even for someone as inexperienced as me! I will recommend your services to any friend looking to start a new business, I am confident they will feel the same.
Regards,Bill P.WP Ice, Inc.
Rick just wanted to drop you a line to say that my experience with using your company has been nothing short of fantastic. The time and concern that you have shared with me to make sure I have was comfortable with the process really shows your professional commitment to your clients.
Please note I would recommend your services to anyone who is interested in using any portion of their retirement money to start a new business venture.
Thank you for all your help and supportMichael G. Sunshine Routes, Inc.
Rick,I wanted to take some time out my busy schedule to thank you for your guidance in setting up my corporation, funded by my IRA. Your professionalism and knowledge in this area have been a blessing to me and my family. We now have seen our dream come true and are on our way to financial independence. Your company has far exceeded my expectations and I will be recommending your service to other potential business owners. With your continued guidance, we are confident our goals will become reality. You are an angel in disguise.
Best Regards,Jerry S.Leadership Plus, Inc.
RickJust wanted to drop you a quick email and say "thank you” for taking the time to walk my wife and me through every aspect of the binder review. That being said I also wanted to say "thank you” for all you did in helping us take some 401k funds and start the business we've always wanted. I must say we were very new to something like this and you walked us through every single thing without hesitating to answer any questions along the way. In the future, if anyone asks I will without a doubt refer them to you like this service you provide can help a lot of people get that jump start they may need to start their own business.
Brian B. | Franchise OwnerExtended Family Services, Inc. | d/b/a Home Instead Senior Care
Rick:I truly appreciate everything you have done to make the rollover process such a pleasant experience. I must say your expertise and attention to every detail has made choosing IRA Angel Funding the right decision for our business. You have been there for us every step of the way.
Thanks again for everything you have done!Karon H.H & F Solutions, Inc.
Hi Rick,I just wanted to drop a quick note, I wanted to say thanks and that I appreciate the service your company provided to me. You have been there every step of the way from my I.R.A. conversion to opening my new company using those funds Thank you!
Sincerely,Charles F. M.Kempo Enterprises Inc.
Hi Rick,I wanted to let you know how much I appreciate the IRA Angel Funding process. With your guidance, I was able to easily form my corporation and negotiate the complex government regulations to the successful funding of my business. The resources you provide are second to none… Again, I appreciate your patient mentoring of me personally through the IRA Angel Funding process from start to finish. I'm looking forward to our ongoing relationship.
Sincerely,Dennis M.Miller Ventures Unlimited, Inc.
Rick,I just wanted to THANK YOU for all your help in rolling over my IRA's so I could fund my new business (and my new life). I never thought that I would be unemployed let alone unable to find a decent job at this stage in my life. You made the process so much easier than it would have been otherwise.
Sincerely,Elmer (Bud) S.Snack Food Distributors, Inc.
Dear RickI wanted to take a moment just to " thank you" for all the help and resources both Marc and I required in order to establish our New C-Corp. You explained everything in each phase through the use of conference calls, email and one on one conversations! In addition, you made yourself available to answer even the smallest question.As a new business owner, I will highly recommend your services!
Thanks again!Stephanie O.President of La Vida Massage in Smithtown, NY
Rick,Thank you for the help you have given me with establishing my corporation. Everything went very smooth; your step-by-step plan worked out perfect. I especially appreciate the information and advice you provided.
Best Regards,Sam L. - PresidentFireball Corporation
Rick,The service and support I have received from your group have been excellent.From initial discussions, through the establishment of my corporation and development of the corporate 401k plan, every item listed or stated in your MOU has been delivered to this point. Documentation and materials you have developed for my company were very professional yet understandable.Initially, I extensively previewed companies that offered like-kind services. What set your team apart was not only the "true" experience level but also the detailed step by step layout for what should be expected from the service.The follow-up and feedback with you and your group have been superb. Voice Messages are responded to very efficiently. Additionally, you took the time to ensure I had a clear understanding of issues or questions that may have confused me. I would recommend your team to anyone with the strongest of confidence.
Again thanks to you and your teamWilliam D.President/OwnerParadise Family Fun Center, Inc.
Just wanted to pass along a note to let you know that I am very pleased with your service. I would recommend you to anyone that asks because of your thorough approach and attention to detail. Your patience with my many questions was very helpful.
Sincerely,Kim T.Freight Dog Management, Inc.
Rick Cox ,I would like to thank you for all your help with incorporating my business and rolling over my 401K to fund the corporation. You took what surely would have been a daunting task and made the process a lot easier. Furthermore, I also appreciate your patients in addressing all my questions; walking me through the process and never making me feel that my calls were unwelcome. IRA Angel Funding is a very appropriate name for your company. I'm sure your success will continue as your services are invaluable.
ThanksMarshall C.Huvvo, Inc.
Rick,Just a brief note to let you know how much I appreciate you and IRA Angel Funding. Anytime anyone starts a new venture it's nice to know that there are people like yourself that are experienced, patient, and most important, helpful. I am sure I could not even begin this business venture without your invaluable assistance. Always courteous, always professional, and just super knowledgeable. You have a taken an overwhelming process and simplified it for the average person. I am forever grateful. Funding a business could not have been made easier. Thanks again.
Best regards.Mike H.Marjasolv CorporationApril 2010
Rick,It has been a real pleasure working with you on creation and the purchase of our franchise. You have been extremely knowledgeable and helpful in the process. Please feel free to include me in your list of references for a testimonial of your services. Your knowledge in 401k rollover as a source of funding our business, your prior banking experience and relationships with a TPA for the 401k and business appraisals have streamlined our timing and eliminated any apprehension or concern we felt prior to our association.
Respectfully,Jim B., PresidentGem Automotive, Inc.
I want to thank Rick Cox for the advisement and support he has provided me through his company called IRA Angel Funding. Rick Cox was plain-spoken but focused on the issues. Rick offered suggestions and allowed me space and time to do what I needed to do without being pushy or impatient. Thanks, Mr. Cox!I have no problem recommending anyone to utilize the services of Ralph Keyslay or Rick Cox regarding the pursuit, selection, and funding of a franchise.Lastly, I want to thank Ed Pearson for the proactive assistance he has provided as it pertains to becoming an owner of a Meineke Car Care Center franchise. Things are not official yet but the steadfast communication and visit were surely needed to say the least.
Appreciative,Brian G.Crescent Automotive, Inc.
Dear Rick;Please accept this note as my "official" thank you; as well as, an official "testimonial" which you may forward to anyone who has an interest in financing their new venture through their retirement funds.You took what is a very complex transaction and held our hand from the beginning of the process through until the end. The process was expedited in a very timely manner (shorter than expected), and we had complete written and verbal instructions throughout the entire process.THANK YOU AGAIN for your assistance and patience. I look forward to working with you on the other end! I will certainly recommend IRA Angel Funding without any hesitation.Speak with you soon.
Sincerely;Debra S. D.Franchise Advisors, Inc.
RICKJUST A QUICK NOTE OF THANKS FOR YOUR ASSISTANCE IN HELPING ME SET UP MY C-CORP AND THE TRANSFER OF FUNDS FROM MY IRA TO FUND MY NEW BUSINESS.YOU CAME HIGHLY RECOMMENDED AND I MUST SAY THAT YOU EXCEEDED ALL EXPECTATIONS. FROM OUR FIRST CONVERSATION, I WAS AT EASE WITH THE COMPLETE PROCESS, KNOWING THAT I HAD A VERY KNOWLEDGE AND ETHICAL ADVISOR IN MY CORNER. PLEASE DO NOT HESITATE TO HAVE ANY PROSPECTIVE CLIENTS CALL MY DIRECTLY SHOULD THEY HAVE ANY QUESTION ABOUT YOUR SERVICES. MANY THANKS AGAIN FOR HOLDING MY HAND THROUGH THE ENTIRE PROCESS.
ALL THE BESTJIM C.SENIOR QUALITY HOME CARE
RickI want to personally thank you and IRA Angel Funding for helping me to start my own business (Fox Cities DVD Kiosk Inc.) utilizing my 40lk as funding to back my business. Because of you and Angel Funding's continued support, guidance and completing most of the leg work, I now have the freedom and time to spend with my family while working for myself and doing something I enjoy and love.
Thanks again.Larvell T.Owner/ OperatorFox Cities DVD Kiosk, Inc.
Ralph,I am not sure if you remember our conversation from a few months back but my name is Ron Shimko. I spoke with you about finding a company capable of rolling our 401k's into an account to start our new company. It was a complicated transaction for most of the firms we spoke with. Jason and I almost gave up. You recommended for us to call Rick Cox from IRA Angel Funding and said he was the best. You also said he takes time to explain and help people through these steps. Jason and I would just like to say "Thank you." You were right! He was everything you said he would be and a very nice person. We hope your New Year is starting out a success and thank you many times over for your referral.
Ron S. and Jason C.American Discount Pharmacy Corp.