Maria Esposito was a great help! I was a previous client of IRA Financial (2017-2022) and needed support for a tax filing that my tax preparer was working on. Maria took the time on an unscheduled pho... Ver mais
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Leia as opiniões dos outros
My questions were fully answered, and there was a followup email that summarzied the process I needed to follow to accomplish the task. That was very important. The staff person answered my needs and... Ver mais
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... Ver mais
A empresa respondeu
The person who assisted me, Morgan A, was very knowledgable and helpful. She was polite, professional and friendly. She solved my issue quickly and correctly.
Informações sobre a empresa
Sobre IRA Financial
Escrito pela empresa
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.Informações de contacto
5109 S Broadband Ln, 57108, Sioux Falls, Estados Unidos da América
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Excelente
2 mil opiniões
Sem histórico recente de solicitação de opiniões
Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas
Respondeu a 93% das suas opiniões negativas
Geralmente responde dentro de uma semana
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
It was a great experience
It was a great experience. I feel like my business is in good hands with IRA FINANCIAL
10 de junho de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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 de agosto de 2026
Opinião espontânea
Resposta da 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!
Morgan A. is excellent
I've had some communication issues with IRA Financial, but both times it was resolved when I spoke to Morgan A. She is excellent. She explained what went wrong and got me back on track. I'm very grateful for her assistance.
3 de agosto de 2026
Opinião espontânea
Resposta da 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.
Suvie S was very responsive
Suvie S was very responsive. Thank you.
3 de agosto de 2026
Opinião espontânea
Resposta da 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.
Friendly and thorough service
Morgan was friendly patient and thorough in addressing my questions.
3 de agosto de 2026
Opinião espontânea
Resposta da 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.
Morgan was very helpful and polite!
3 de agosto de 2026
Opinião espontânea
Resposta da 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.
Tamara did an amazing job at guiding us…
Tamara did an amazing job at guiding us through the ROBS setup. She made it easy for us!
31 de julho de 2026
Opinião espontânea
Resposta da IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Tamara. We truly value your support.
As the PR for a family member's estate
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.!
14 de julho de 2026
Opinião espontânea
Resposta da 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 Jenn. 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.
Tamara made my experience a seamless…
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.
29 de maio de 2026
Opinião espontânea
Resposta da IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Tamara 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.
Morgan A was outstanding
Morgan A was outstanding. Handled every question completely and made sure I had the right answers
29 de julho de 2026
Opinião espontânea
Resposta da 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.
Brenda Benning Rocks!
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!
28 de julho de 2026
Opinião espontânea
Resposta da 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 Brenda. 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.
IRA Financial is great!
IRA Financial is very helpful and responsive.
29 de julho de 2026
Opinião espontânea
Resposta da 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 great
Morgan was great, friendly and knowledgeable, had a personality that made me feel comfortable. Gave me clear, efficient direction with a smile.
29 de julho de 2026
Opinião espontânea
Resposta da 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.
Morgan A was professional
Morgan A was professional, and answered my questions promptly, helping me to get everything set up.
27 de julho de 2026
Opinião espontânea
Resposta da 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.
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