I got while glove service right from the start. Every person I interacted with very extremely helpful and efficient. When my transaction was stuck due to a tech issue, Ms. Esposito stepped in and hel... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
IRA Financial has the best customer service of any company I’ve ever dealt with. They never rush you they take all the time you need to solve any problem you may be having. I had some struggles wit... Vis mer
Good afternoon, My name is Peter Hopmayer and there is not enough room on this pad to attempt to tell you how lucky you folks are to have Morgan A . This is not the first time she has helped me with a... Vis mer
Tamara and Nelza and the rest of the team took care of my ROBS process and my partner’s and now we are all set up to legally invest our retirement money in our businesses without penalty. And they did... Vis mer
Informasjon om virksomheten
Om IRA Financial
Skrevet av virksomheten
The smarter way to invest your IRA or 401(k) in alternative assets
At IRA Financial, we help clients take control of their retirement funds and invest beyond traditional stocks and mutual funds — including real estate, private equity, crypto, and more. Our clients value having direct access to in-house tax and ERISA professionals to help ensure their structure remains IRS compliant every step of the way.Getting Started is Simple
Whether you're diversifying, self-employed, or funding a new business, we provide the structure and support to help you move forward with confidence.Kontaktopplysninger
5109 S Broadband Ln, 57108, Sioux Falls, USA
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Enestående
2k anmeldelser
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
Har svart på 96 % av de negative anmeldelsene sine
Svarer vanligvis i løpet av én uke
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Jill Brenden was very helpful…
Jill Brenden was very helpful explaining how to initiate several transactions!
5. mai 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
Fantastic company
Fantastic company, amazing follow up, exactly what I needed.
1. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your review! We truly appreciate your feedback and are glad to hear you had a positive experience. Thank you for choosing IRA Financial.
Jill Brenden was extremely helpful in…
Jill Brenden was extremely helpful in directing me to the wire transfer instructions on your website. Super pleasant and excellent customer service skills! Thank you, Jill!
5. mai 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Jill. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
THE DREADED SUPPORT CALL!!
Trouble logging into my account so I had to call support - which I think I hate more than the dentist but Macey K made it a breeze.
-clear speach and pronouniation
-super friendly did not talk to me like I am an idiot - sometimes i am!
-knew her job, and had me logged in - in a snap.
Thank you!
5. mai 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Macey was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Macy was extremely knowledgeable
Macy was extremely knowledgeable, friendly and very patient with my transaction. Thank you !!
5. mai 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Macey. We truly value your support.
Appreciation to the Transfer Department
I have been dealing with both Brittany and Monaya in the Transfers Department. They are both responsive and stay in communication with me. They give thought to have the process proceed efficiently. It is greatly appreciated!! Bill Z
4. mai 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to our team. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Initial Frustrations
I definitely had some initial frustrations with lack of responses and extremely slow responses. I understood from Cindy that this was just poor timing. I was trying to get things wrapped up and it was 'tax' time. She was very kind and extremely helpful and responsive from that point forward and changed the experience. I then worked with Jenn for the next steps with the entity and checking account setup. Again, this was a very positive and helpful experience. I appreciate the staff and the customer service that they each provided. I am now excited again. Thank you for your efforts. They were noticed.
20. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for taking the time to share your experience. We sincerely apologize for the initial delays you encountered and understand how frustrating that can be, especially during a time-sensitive period.
We’re very glad to hear that Cindy was able to step in, provide clarity, and turn things around for you, and that Jenn continued that positive experience through your next steps. We’ll be sure to pass along your kind words to both of them. We truly appreciate your patience and are glad to hear you’re feeling excited again, thank you for choosing IRA Financial.
IRA Financial is very special.
IRA Financial had very good information about ROBS set up through videos and very helpful Customer Service support prior to my decision to do my ROBS. My special representative ROBS account support person, Nelza Martin was exceptionally knowledgeable and helpful about ROBS start up and ongoing startup questions concerns and multiple phone meetings with me and my banker and previous 401k company.
30. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Nelza was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
Macey is amazing
Macey is amazing! She definitely goes above and beyond and I can tell she is genuinely invested in the success of her clients.
30. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Macey. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Transferring an IRA can often be slow…
Transferring an IRA can often be slow and frustrating but Monaya and the team at IRA Financial were rockstars and made the process smooth and efficient. Everything was handled quickly and professionally from start to finish. Thanks, Monaya!
30. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Monaya helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
From the very first email
From the very first email, Maria turned what looked like a complex ROBS setup into a clear, step-by-step roadmap I could actually follow. She was responsive, patient with every question I threw at her, and consistently a step ahead — drafting corporate documents, lining up wire instructions, and sending me exactly what I needed at the moment I needed it.
What stood out most was how she protected my timeline. I came in with a tight deadline, and she treated it like her own — no wasted days, proactive follow-ups, and quick course-corrections (like re-sending a wire request form before it could get kicked back) that kept everything moving. The result: my funding closed ahead of schedule, with no surprises and no missing pieces.
She paired all of that with a warmth that's rare in financial services. Every reply was kind, encouraging, and respectful of the fact that I was making a big move with my retirement funds. If you're considering a ROBS structure, you want Maria in your corner. Five stars without hesitation.
28. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Maria was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
IRA proof to IRS
extra patient and quick to respond...everything worked out GREAT!
28. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
This was my 2nd interaction with…
This was my 2nd interaction with Morgan. She is polite and courteous. She was able to answer my questions and offered options for alternatives. She made me feel comfortable that IRA Financial is cautious with the handling of my retirement funds.
28. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear Morgan has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
Support is always very responsive and…
Support is always very responsive and helpful with the information supplied.
28. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your kind words! We’re happy to hear you had a positive experience and appreciate you being part of the IRA Financial community.
The experience started with code issues…
The experience started with code issues on your site. Macy was wonderful to help. Make sure that she got these information to your team. The not perfect rating indicates you need help with your website. After the website issues were resolved Macy did a wonderful job walking me through the set up process.
27. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your thoughtful feedback!
We’re glad to hear that Macey was able to step in and provide such a positive experience, guiding you through the setup process and ensuring everything was resolved.
We appreciate you bringing the initial issue to our attention as well, feedback like this helps us continue to improve. We’re grateful to have you as a client and will be sure to share your kind words with Macey.
Suvie Fogelman was very helpful and…
Suvie Fogelman was very helpful and knowledgeable.
27. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Suvie. We truly value your support.
Isaac Rodriguez was amazing!
Isaac Rodriguez was amazing!! He got right to it… he was able to perform the transaction right away, he called me to keep me up to date, very professional and knowledgeable. Thank you Issac for your hard work.
27. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for the review!
We’re glad to hear that your experience was efficient and that Isaac helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Beyong Happy
Samantha Scholten of IRA Financial was absolutely amazing in solving a very complex problem Professional, efficient and a pleasure to work with. I am beyond satisfied and grateful
24. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Samantha was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
IRA Financial is the best destination for SD IRA accounts
IRA Financial was a little slower to respond on emails and phone calls but outcomes speak louder than actions and the outcome was that they enabled an accelerated investment into a once in a lifetime opportunity pre-IPO investment for me and they did so with record speed, diligence and empathy. I got fiesty at times given the urgency but they kept their calm and the whole team form Jill Brenden in customer service to Shelly in transfer to Brittany in funding to Kaleb in account opening, everyone carried a high level of customer respect, empathy and bias to outcomes and I loved working with them. They've definitely earned my trust and my IRA will be with them forever!
24. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that our team was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Great customer service
Great customer service. Kept working with me until we ended with an appropriate solution. Brett D was thoughtful and proactive in assisting.
17. april 2026
Anmeldelse skrevet uten oppfordring
Svar fra IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Brett. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
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Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
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