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... 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
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... Se mer
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Cindy and Winston provided the support and answers I needed. They were kind, helpful, and quick to reply. As a new client setting up a Solo and Roth 401(k), I needed their help and am happy to give... Se mer
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Kudos 👏 to Keli P for her extended time on a call to work thru step-by-step complexities with my account real-time...and for Macey K's immediate txt response and attention to detail to confirm those... 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
4,8
Utmärkt
2 tn omdömen
Ingen aktuell inbjudningshistorik
Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa
Har besvarat 96 % av sina negativa omdömen
Svarar vanligtvis inom 1 vecka
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Morgan A & Winston W were awesome in…
Morgan A & Winston W were awesome in assisting me getting My Self Directed IRA up and going. There are a lot of moving pieces and they were so patient with me in getting everything set up. Thank you Morgan & Winston!!!
19 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Morgan and Winston were 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.
Very helpful and patient in setting up…
Very helpful and patient in setting up and processing my account for ROTH SDIRA.
19 augusti 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.
IRA Financial assisted me with a ROBS…
IRA Financial assisted me with a ROBS rollover. It seemed like a daunting undertaking, since I had no former experience with funding a business startup like this. IRA Financial did a great job of making the process as painless and as transparent as possible.
17 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that our team was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
She was sweet and knowledgable and we…
She was sweet and knowledgable and we were able to get things done efficiently
14 augusti 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.
Morgan A was very helpful
Morgan A was very helpful. I needed to know the dividend deposits I had made YTD in both my Traditional IRA and my Roth IRA. She showed me how to find the information on the website and answered my questions. She was polite and professional.
11 augusti 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.
Morgan A - What a customer service rep should be
The customer service rep, Morgan A, was exceptionally helpful. She patiently answered all my questions and was very friendly and easy to understand. Additionally, and exceptionally, when our first call was unexpectedly dropped she called me back!!
So, great combination of competence, friendliness and patience - can't ask for more. Well done!
11 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for the kind words! We’re thrilled to hear that Morgan went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
Morgan does a wonderfully job helping…
Morgan does a wonderfully job helping me anytime I call. She’s friendly and professional. I really appreciate her customer service !
11 augusti 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.
Great communication and timely service.
11 augusti 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.
Morgan was a great rep walking me…
Morgan was a great rep walking me through the website
11 augusti 2026
Omdöme utan inbjudan
You people are pathetic
You people are pathetic. The request to transfer funds was made on the 28th of July FOR AN EXPEDITED TRANSFER. Funds shoule have been transfered on the 29th or the 1st. CAN YOU DO ANYTHING ON A TIMLY BASIS???
7 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We understand your frustration, especially after requesting expedited processing and expecting your transfer to be completed promptly. We’d like to review the status of your request and determine what caused the delay. Please contact our Director of Client Relations directly at mflenard@irafinancial.com so we can look into the transaction and address this with you as quickly as possible.
Svar från IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
Macy was great
Macy was great! Very responsive and patient. She help me through every step, I would have been so lost without her help.
6 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
It was a great experience
It was a great experience. I feel like my business is in good hands with IRA FINANCIAL
10 juni 2026
Omdöme utan inbjudan
Svar från IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
We really appreciated the calm and…
We really appreciated the calm and confident demeanor of Rhiannon Poppinga while we were on the phone with her as she was explaining our need to redo the transfer of our account from our former holding company to IRA Financial. Thank You Dennis and Karen Rausch
6 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Rhiannon 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.
I received a letter from the IRS…
I received a letter from the IRS stating that I owe money from 2021 and 2022 from a 990T form I never received. My husband has been trying for a week for someone to return his calls from the tax department. My question is what service do they provide as it's certainly not customer service.
6 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We’re sorry for the frustration and concern this situation has caused. Our tax professional has been attempting to connect with you directly and has left voicemails so we can discuss your concerns. Please feel free to return our call or email our tax team directly at tax@irafinancial.com.
Top notch customer service
The idea of opening a self-directed IRA can be intimidating. After years of discussions and research, we finally did it and chose IRA Financial after speaking with several options recommended by Forbes. The customer service experience has been very good. Today, I had to conduct a transaction on the IRA Financial website and Morgan A was so patient and helpful. With her help, I learned how easy it is to do the tasks I need to do to move money and investments around. Customer service is easy to reach and they are very practical in showing step-by-step how to do things. They have integrated everything on their website and made access to traditional investments and banking simple so that you can park money easily while assessing non-traditional investments. It is really a no-brainer to go with IRA Financial and I am glad I did. …and thanks Morgan
4 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Morgan 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.
Most everything about working with IRA…
Most everything about working with IRA Financial has been positive. I have been using them as SDIRA custodian for 7 months and made 7 investments. Customer support has been good (most recently Morgan A). Web site is decent. My only complaint is how long it takes to get an investment through the IRA Financial process. A private investment that I do outside of my IRA typically takes about 2 days start to finish. With IRA Financial, the same investment might take 2 weeks.
4 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for sharing your experience and for trusting IRA Financial with your self-directed investments. We’re glad to hear that your experience with our team has been positive, and we’ll be sure to pass along your kind words to Morgan. We also appreciate your feedback regarding investment processing times. We know timing is important when pursuing investment opportunities, and feedback like yours helps us identify where we can continue improving our processes and overall client experience. Thank you for choosing IRA Financial!
Suvie F is a rock star!
I had been struggling for weeks to complete a transfer between another bank and IRA Financial. Suvie initiated a 3-way call with the other bank and tirelessly worked with them for OVER AN HOUR to get it completed. Her calm demeanor kept my frustrations in check as the other bank kept having issues on their end. It wouldn't have happened without her. Thank you, Suvie!
4 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Suvie 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.
Excellent Customer Service Reps
The ladies(Morgan & Brittany)that answer the phones are always pleasant, knowledgeable about technolog & helpful. Morgan A was very helful &patient with me when I called. She walked me thru everything I needed to do. If one way didn't work, she found another way. She spent 40 mins with me. I was so apprecative of her time, knowledge & patience. She made the process quick & easy. She made some really good suggestions for me so that I don't have to do all the little things that stress me out. Excellent customer service from Morgan A/
3 augusti 2026
Omdöme utan inbjudan
Svar från 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.
Got great help logging in but maybe I…info
Got great help logging in but maybe I didbt ask right question, How much is my account making
3 augusti 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your feedback! We’re glad our team was able to help you get logged in. We also want to make sure you get the information you’re looking for regarding your account and its performance. Please reach out to our team with your question, and we’ll be happy to help point you in the right direction. We 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.
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Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.