Evelyn Carey knows IRAs. And as an experienced Retirement Account Liaison, she knows how confusing, complicated and downright scary the IRA rollover process can be for many people.
She’s made it her business to be the helping hand that clients appreciate having as they negotiate a maze of government rules and regulations — just to get control of their own investment decisions.
That’s why she founded Investment Resource of AZ, LLC. Over the course of her career, Evelyn has successfully rolled over millions of dollars in IRA funds for clients, educating them, streamlining the process and supervising each step of the way for them.
She and the Investment Resource of AZ, LLC team handle everything from preparing the required documents, to moving funds to a trusted passive custodian, to filing the LLC, to opening a bank account with checkbook control where investors have easy access to their funds.
Before launching Investment Resource of AZ, LLC, Evelyn managed the IRA rollover department at a Phoenix real estate investment company for several years. She also is a licensed real estate professional with longtime expertise in business operations.
Evelyn knows Arizonans and what they need. She is a graduate of Arizona State University, from which she received a bachelor of science degree with an emphasis in marketing.
You can count on Evelyn and her team to make it a painless process for you. Join the many clients who trust Investment Resource of AZ, LLC on every aspect from transfer forms to federal law. You’ll be glad you did!
The Investment Resource of AZ Difference:
- One-stop service—Including forms and documentation, moving funds to a trusted passive custodian, filing the LLC and opening a bank account with checkbook control.
- Knowledge — Our team stays abreast of current regulations and requirements.
- No hassle or worry — Leave that to us!
- Convenience — We love to work face-to-face, but if you need us to, we also can work with you seamlessly by phone, email, fax or mail.
- Responsiveness — We start processing your rollover immediately so it’s completed as quickly as possible.
- Fair rates — You’ll find our fees are reasonable and competitive.
- Personalized service —Tailored to your unique needs and goals. We are with you every step of the way.