IRA Financial Anmeldelser 

Tamara did an amazing job at guiding us through the ROBS setup. She made it easy for us!

As the PR for a family member's estate, I had to locate several LLC documents to conduct a real estate transaction. I reached out to IRA Financial to request the documents and received excellent prompt and courteous service. Jenn B. responded to my inquiry within one day and provided exactly the documents that I requested, along with other important, detailed information. Very much appreciated. Thank you Jenn B.!

Tamara made my experience a seamless one. She was there to help with any concerns I had as well as answering my rhetorical questions!!
She made me feel very comfortable with this process.

Morgan A was outstanding. Handled every question completely and made sure I had the right answers

Just had a great experience with Brenda Benning, Investment Specialist. She was very helpful and knowledgable in helping solve my issues. Went the extra mile. Folks like this are making a difference for their company. Thanks again Brenda!

IRA Financial is very helpful and responsive.

Morgan was great, friendly and knowledgeable, had a personality that made me feel comfortable. Gave me clear, efficient direction with a smile.

Morgan A was professional, and answered my questions promptly, helping me to get everything set up.

Macey Klages was very helpful. She was clear, concise, and very professional. At the same time, she also had a friendly and informal tone.

very informative and professional - Morgan A

Morgan was very friendly and helpful. She was able to answer all of my questions and point me in the right direction.

I am with IRA Financial since about 2012. Adam Bergman and his team provided an outstanding service within all these years. I am very grateful and happy to work with IRA Financial. I would suggest to family and friends joining IRA Financial to get started with their outstanding financial products and enjoy the impeccable service.

Casper and Eric were incrediably helpful in guiding me through the process of setting up the documents and compliance for my SDIRA. Always available. Great service

Morgan was wonderful. She assisted my husband and I with an issue and took the time to help us get it completed. Very kind and patient.

Keli McPillips was very patient with an old lady and took the time to make sure I understood everything along the way of navigating through the online processes of creating my account,
I will make sure to ask for her if I have any customer service needs.
Thank you Keli

Becky Scifo helped me navigate a partial roth conversion option that was not available in the menu but was available in the document form section. She answered 2 other questions like a pro.
Thanks,
David Pack

Morgan is through, kind and patient, she always comes through with what ever is asked of her!!
I would recomend IRA Financial as a leader in Self directed retirment accounts!!

When you're moving a significant portion of your retirement savings to a company you've never done business with before, trust matters. That was my biggest concern with IRA Financial. There simply weren't many independent reviews online, and transferring a large amount of money naturally made me wonder whether the company was legitimate and whether I'd have support if something went wrong.

I'm happy to say my experience has been excellent.

IRA Financial helped me establish a Self-Directed IRA and an IRA LLC, and they completed everything in about 2½ weeks, exactly within the timeframe I needed.

I especially want to recognize Jenn and Rhiannon.

Jenn kept the LLC formation process moving and made sure everything stayed on track to meet my deadline. She was responsive, organized, and helped keep the process from stalling.

Rhiannon, however, completely changed my perception of the company. She spent extra time with me on the phone, patiently explained how IRA Financial operates, answered every question I had, and wouldn't let me end the call until she was confident I was comfortable with everything. That level of ownership and genuine customer care is rare. She single-handedly turned my initial skepticism into confidence in the company. If IRA Financial recognizes exceptional employees, Rhiannon should be at the top of that list.

One thing I'd mention for prospective customers is that the best experience comes from actually speaking with someone. While I found the online information somewhat limited, once I connected with a representative, they genuinely worked to answer my questions and make sure I was taken care of.

Based on my experience, I would absolutely use IRA Financial again and would recommend them to anyone considering a Self-Directed IRA.

Knowledgeable and answered my questions efficiently

I'm a new IRA Financial client, and needed someone to walk me through an IRA rollover and external transaction. I called and spoke to Macey K. this morning; she was SUPER helpful and just an overall pleasure to deal with!