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 was amazing to speak to on the…
Morgan was amazing to speak to on the phone and explained what was going on with my investment delay. I appreciate the transparency!
13 maj 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 Morgan. We truly value your support.
Cool folks !!!
I am working with Jackson and Monaya and they are in process of facilitating my transfer right now. They are making the process smooth and professional, just like you would expect it to be. Thanks y'all !!!
13 maj 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 our team 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.
Morgan A is always friendly and helpful!
13 maj 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 Morgan. We truly value your support.
Amazing company and very detailed!
15 april 2026
Omdöme utan inbjudan
Svar från IRA Financial
Thank you for your review. We appreciate your support and are glad you had a positive experience with IRA Financial.
Jill Brenden was very helpful…
Jill Brenden was very helpful explaining how to initiate several transactions!
5 maj 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.
Fantastic company
Fantastic company, amazing follow up, exactly what I needed.
1 april 2026
Omdöme utan inbjudan
Svar från 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 maj 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 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 maj 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 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 maj 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 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 maj 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 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
Omdöme utan inbjudan
Svar från 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
Omdöme utan inbjudan
Svar från 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
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 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
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 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
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 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
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.
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
Omdöme utan inbjudan
Svar från 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
Omdöme utan inbjudan
Svar från 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
Omdöme utan inbjudan
Svar från 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
Omdöme utan inbjudan
Svar från 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.
Detta är Trustpilot
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