IRA Financial Opiniões 

Macey Klages was very helpful. She was clear, concise, and very professional. At the same time, she also had a friendly and informal tone.

very informative and professional - Morgan A

Morgan was very friendly and helpful. She was able to answer all of my questions and point me in the right direction.

I am with IRA Financial since about 2012. Adam Bergman and his team provided an outstanding service within all these years. I am very grateful and happy to work with IRA Financial. I would suggest to family and friends joining IRA Financial to get started with their outstanding financial products and enjoy the impeccable service.

Casper and Eric were incrediably helpful in guiding me through the process of setting up the documents and compliance for my SDIRA. Always available. Great service

Morgan was wonderful. She assisted my husband and I with an issue and took the time to help us get it completed. Very kind and patient.

Keli McPillips was very patient with an old lady and took the time to make sure I understood everything along the way of navigating through the online processes of creating my account,
I will make sure to ask for her if I have any customer service needs.
Thank you Keli

Becky Scifo helped me navigate a partial roth conversion option that was not available in the menu but was available in the document form section. She answered 2 other questions like a pro.
Thanks,
David Pack

Morgan is through, kind and patient, she always comes through with what ever is asked of her!!
I would recomend IRA Financial as a leader in Self directed retirment accounts!!

When you're moving a significant portion of your retirement savings to a company you've never done business with before, trust matters. That was my biggest concern with IRA Financial. There simply weren't many independent reviews online, and transferring a large amount of money naturally made me wonder whether the company was legitimate and whether I'd have support if something went wrong.

I'm happy to say my experience has been excellent.

IRA Financial helped me establish a Self-Directed IRA and an IRA LLC, and they completed everything in about 2½ weeks, exactly within the timeframe I needed.

I especially want to recognize Jenn and Rhiannon.

Jenn kept the LLC formation process moving and made sure everything stayed on track to meet my deadline. She was responsive, organized, and helped keep the process from stalling.

Rhiannon, however, completely changed my perception of the company. She spent extra time with me on the phone, patiently explained how IRA Financial operates, answered every question I had, and wouldn't let me end the call until she was confident I was comfortable with everything. That level of ownership and genuine customer care is rare. She single-handedly turned my initial skepticism into confidence in the company. If IRA Financial recognizes exceptional employees, Rhiannon should be at the top of that list.

One thing I'd mention for prospective customers is that the best experience comes from actually speaking with someone. While I found the online information somewhat limited, once I connected with a representative, they genuinely worked to answer my questions and make sure I was taken care of.

Based on my experience, I would absolutely use IRA Financial again and would recommend them to anyone considering a Self-Directed IRA.

Knowledgeable and answered my questions efficiently

I'm a new IRA Financial client, and needed someone to walk me through an IRA rollover and external transaction. I called and spoke to Macey K. this morning; she was SUPER helpful and just an overall pleasure to deal with!

Macey K answered all of my questions. I appreciate her assistance.

Macey K was dynamite, a truly patient and caring customer service rep. I built a service company and have been running it for 33 yrs so I would know quality reps when I encounter them. She's the type of person you want on your team.

IRA Financial makes it relatively easy to setup a checkbook IRA. However, afterwards, I was very disappointed about a number of things. First, I have always had to wait at least 30 minutes for phone support. Chat support is generally quicker, but is for more general questions. The big issue you need to be aware of is that if you need to transfer funds quickly from the custodian for an investment or even to the bank account setup for your IRA LLC, it will currently cost at least $225. $25 is the wire fee, which is normal, for same day. But they want $200 to expedite the request within IRA Financial to approve the wire transfer, otherwise you have to wait 3 to 5 days! So, just be aware that this might be an issue especially if you need to send money quickly for your investments. To be fair, once you get your money (usually a transfer from your previous IRA custodian) to the IRA LLC bank, then you are governed by the bank's rules for wires and not IRA Financial, so that should go much smoother.

Morgan was extremely helpful - Thanks

Macey K. helped me tremendously. This was my first property purchase for my SDIRA. She helped me with the funds transfer process as well as the title and signing protocols. It made for a very clean and easy transaction. Thanks again Macey!

I had an urgent issue regarding the beneficiaries of my solo 401 (k) plan and dealt with Rhiannon P. She was excellent, calmed me down, understood what I needed, and then shared the solution with me. Very grateful for her patience and knowledge.

Brenda Benning, Investment Specialist at IRA Financial, is outstanding to work with and has made my interactions with IRA Financial a pleasure.

I recently needed to move money from my Vanguard IRA account to IRA Financial and then into an investment I wanted to make. The timing was such that the investment had to be made by a certain date.

Brenda was exceptionally helpful at all stages of the process. Without her careful attention to my needs, I would not have been able to make the investment deadline.

Brenda and the others at IRA Financial are super to work with. I highly recommend IRA Financial to others because of the excellent customer service I have received from the IRA Financial team.

Morgan A was great. Very knowledgeable and very patient . She is a 5 Star