The Norris Group Trust Deeds

Trust Deed Contacts

Building a team of experts is important when dealing with retirement planning. The companies listed below are some we have personal experience with and understand trust deed investments and alternative investments.

IRA Custodians & Administrators

Entrust California
Office in Los Angeles, Orange County, 
San Diego,Sacramento, and Oakland 
www.entrustcalifornia.com 
www.theentrustgroup.com (outside California)

uDirect
2522 Chambers Road
Suite 100
Tustin, CA 92780
Office: (714) 460-5505
Fax: (714) 460-5506
Toll-Free: (866) 538-3539
www.udirectira.com

Millennium Trust Company
5962 La Place Court, Ste 255
Carlsbad, CA 92008
Direct Contact: TJ Valenzuela
(760) 438-5170
www.mtrustcompany.com

Accuplan
3111 Camino Del Rio North
Suite 400 
San Diego, CA 92108
Direct Contact: Brian Davis
Phone/Cell: (619) 892-2438
Fax: (888) 706-9556
http://www.accuplan.net/SD

Lincoln Trust (formerly Fiserv)
717 17th Street 
Suite 2200 
Denver, CO 80202-3331 
303-658-3000
800-525-2124 
www.lincolntrustco.com

Equity Trust Company
225 Burns Road
Elyria, OH 44305
877-693-8207
Direct Contact: Michael Vavruska
(888) 382-4727 x483
www.trustetc.com

IRA Services Trust Company
BBB Rating: A+
PO Box 7080
San Carlos, CA 94070-7080
Toll-Free: (800) 248-8447
Fax: (650) 591-2168
www.iraservices.com
800-262-0285 

Pensco Trust

P.O. Box 26903
San Francisco, CA 94126
(866) 818-4472
BBB Rating: A+
Deals with TNG: Yes
www.penscotrust.com