We would like to express our sincere appreciation for the outstanding service provided by Mis. Morgan A. Her professionalism, attention to details, and willingness to go above and beyond did not g... Se mer
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Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
When I called, I was completely lost and surely thought it was going to be a painstaking long involved experience ... but, Margan A, came to the rescue!! In no time I was all set, and it was a very n... Se mer
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Overall the process had ups and downs, but what they really get right is having a single poc that helps guide you through it all. Ours was nelza and she was amazing. All said and done, I'd say this is... Se mer
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I called in for help to set up my Roth SDIRA as a legal entity on a broker site as part of the information required to purchase two private equity investment funds. Morgan Appeldorn was ready to help... Se mer
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Företagsinformation
Om IRA Financial
Skrivet av företaget
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.Kontaktuppgifter
5109 S Broadband Ln, 57108, Sioux Falls, USA
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Utmärkt
2 tn omdömen
Har besvarat 93 % av sina negativa omdömen
Svarar vanligtvis inom 2 veckor
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
The IRA Financial staff are always friendly and helpful.
The IRA Financial staff are always friendly and helpful. I called today with a question about a particular investment I am about to make. While Brittany was researching my inquiry, she discovered I had made a clerical error on a previous transaction. The error would have had significant negative tax implications had she not discovered it and corrected it for me. This kind of proactive service is valued and appreciated. Thank you!
21 april 2026
Omdöme utan inbjudan
Jill B gave me the fastest service ever…
Jill B gave me the fastest service ever from your company. I think it took 2 minutes although I didn’t time it.
19 april 2026
Omdöme utan inbjudan
She was so patient
She was so patient. I was frustrated at the attempt to fill out these forms over a week period. But when I was done everything was completed.
20 april 2026
Omdöme utan inbjudan
I received great service in good…
I received great service in good answers for all the questions I had on my account. Thank you for your time and support.
20 april 2026
Omdöme utan inbjudan
Jill B. IRA Financial
Jill B. was very knowledgeable and readily answered my questions. I was able to get all of my questions answered and very pleased with my inquiry
20 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Jill 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.
Morgan Appledorn was great
Morgan Appledorn was great. It went very fast. IRA Financial has been great just going to invest the money in my ranch. Thanks again. I also delt with Casper Dabek who was great as well.
20 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Morgan and Casper 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.
Great Customer Experience and Customer…
Great Customer Experience and Customer Service
20 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
IT WAS A SMOOTH PROCESS
2 mars 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
A scam basically
A scam basically. Impossible to reach by phone or email. They have been defrauding me with $8000 IRA contribution I made which they passed on to me in form of rubber check. Have sent 20+ emails over 4 months period to no vail. Avoid them like a plaque. Run!
17 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
We sincerely apologize for the frustration and difficulty you have encountered in reaching our team. The concerns you have raised regarding your IRA contribution are of the utmost importance to us and we have escalated your concerns internally.
We would strongly encourage you to contact our Director of Client Relations directly at mflenard@irafinancial.com so that your account can be reviewed immediately and a resolution can be reached. Please reference this review in your message so we can prioritize your case.
Thank you for giving us the opportunity to address your concerns.
Morgan was very confident and willing .
Morgan was very confident and willing to take the time to help me finally understand the proper procedures I needed to move forward on this long time coming need.
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Morgan 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.
Quick phone response during tax season
Customer service came on the line after a short wait (< 3 min.) on April 13. Thank you, Morgan A.!
13 april 2026
Omdöme utan inbjudan
Svar från 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 Morgan. 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.
Positive experience!
I appreciate being able to call IRA Financial and receive a pleasant and patient representative who explains things well and answers all my questions efficiently!
The wait time for a rep is also relatively short.
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
We appreciate your feedback! It’s great to hear that our team provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Always responsive.
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing our team. We truly value your support.
Morgan A was very helpful
Morgan A was responsive, clear and helpful. This is not the first time I have dealt with her, and she is always very helpful. It is a pleasure dealing with her.
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Morgan A was very professional and…
Morgan A was very professional and efficient in getting the questions answered
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Jill B was patient and engaging
Jill B was patient and engaging, thank you for helping me with my questions
16 april 2026
Omdöme utan inbjudan
Svar från 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.
Wonderful support
María Exposito always returns my call quickly and answers any questions I have.
16 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Maria. We truly value your support.
Very helpful and direct
Very helpful and direct. Stayed on the line and help thru the forms in a quick fashion
15 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
We appreciate your feedback! It’s great to hear that our team provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Outgoing Funds Transfer Questions
Jill B. quickly understood my problem, and was able to resolve it efficiently while I waited on the phone. She was professional and pleasant.
14 april 2026
Omdöme utan inbjudan
Svar från 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.
Morgan had fantastic customer service…
Morgan had fantastic customer service skills and was very patient and helpful to navigate the challenge I was working through. I would highly recommend Morgan!
15 april 2026
Omdöme utan inbjudan
Svar från 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 Morgan. 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.
Detta är Trustpilot
Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.
Företag kan be sina kunder om omdömen via automatiska inbjudningar. Dessa omdömen markeras som verifierade för att visa att det handlar om verifierade upplevelser.
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