EP #632: Midland Trust with Dave Owens

Good Neighbor Podcast with Midland Trust

What Makes Midland Trust a Good Neighbor…

Midland Trust is a self-directed IRA administrator headquartered in Fort Myers, Florida, that allows clients to use their retirement funds to invest in alternative assets such as real estate, private equity, notes, and more tax-free. Midland is also a 1031 exchange Qualified Intermidary. Since 1994, Midland has focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients nationwide with their financial goals. What began as a CPA firm on Sanibel Island has now grown into a company with over 60 employees with 3 locations. And in December 2019 Midland became an employee-owned company.

To learn more about Midland Trust, go to: https://www.midlandtrust.com/

Midland Trust
1520 Royal Palm Sq. Blvd #320
Fort Myers, FL 33919

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