IRA Financial Opiniões 

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

I had the pleasure of working with Maria Esposito at IRA Financial, and I can't say enough about the exceptional customer service she provided. From start to finish, Maria was patient, professional, and incredibly knowledgeable. She took the time to explain every step of what could have been a very complicated process, making sure I understood everything along the way.

Thanks to her guidance, patience, and willingness to answer all of my questions, the entire process became much easier than I expected. She made what initially seemed complicated feel simple and manageable. I truly felt supported throughout the entire experience, and her dedication gave me confidence every step of the way.

I was very fortunate to have Maria helping me through this process, and I sincerely appreciate everything she did. Her professionalism, patience, and commitment to outstanding customer service made all the difference. If you're working with IRA Financial, I highly recommend asking for Maria Esposito. She is a tremendous asset to the company, and I couldn't have asked for a better person to guide me through the process.

I greatly appreciate Eric Vant Hof. It is so refreshing to speak with a professional, helpful, knowledgeable human who answer his phone. Amazing!

Rhiannon Poppinga answered all my questions. Customer service was excellent.

Avery is a pleasure to work with. He is the living example of a "human" that takes personal AND professional responsibility in providing the customer care that so much of us deeply appreciate and desperately need. His commitment to excellence and decency does up on every one of our communications. HR good job with this pick👍👍👍

Macey was incredibly helpful and very patient while explaining the concerns I had regarding my account. She stayed on the phone throughout while I was on the website troubleshooting and was super friendly the entire time. Incredibly knowledgeable with Excellent customer service! IRA FINANCIAL is lucky to have her!

Rhiannon P and Morgan A made the transition very smooth. They were very professional and knowledgeable. Thank you!

Macey K answered all of my questions thoroughly and professionally.

I contracted with IRA Financial to draft my business 401K retirement plan. They initially did a good job and were available for communication. After that, they charged me a $199 fee/year to oversee the plan, add any new requirements and file the 5500 form. They never filed they 5500 form. Communication was broken, emails I had no longer worked. Then, they abruptly and without notice doubled their fee. They have provided NOTHING in terms of addendum to the plan and never filed a 5500 form. I asked them repeatedly to stop billing me yet they claim that without using them as the administrator , the IRS will consider my plan invalid and that they will not stop billing me. I verified with IRS that this is not true and I can be my own plan administrator (I have been filing the forms all these years). They are now employing aggressive collections agencies to harass me.

The IRA Financial customer service team is very knowledgeable in all areas of the self-directed retirement space. They are always gracious and provide impeccable support with whatever question you may reach out to them with. A pleasure to work with.

Every time I call IRA Financial the staff is consistently friendly and helpful. Speaking with Morgan A today
proved it once again. Thank you!!!

IRA Financial has been excellent in helping with our startup funding, the entity formation process was smooth and efficient. If you have retirement savings from traditional custodians, the process would be more straightforward and less challenging than the custodian from newer FinTech companies. I’d still recommend IRA Financial. Thank you, Nelza, for your hard work!!

Morgan A, was very helpful. with Knowledge and is cordial and patient.

Going through this process you will need someone who you feel like is a teammate & a accountability partner. Maria Esposito is 1 of the ones. She is very knowledgeable follow up with you & want to see you & your business plans win. If you are blessed enough to work with her trust & believe your business structure, ideas & plans are in good hands.

My experience with IRA Financial has been great because of Nelza my IRA ROBS advisor. Nelza has been very helpful supportive and extremely knowledgeable on the ROBS process with me. Nelza has also been very available to my call requests.

IRA Financial is doing very well with have a very certified, reliable, friendly and knowledgeable staff to make the ROBS process easy and reliable. IRA Financial also has very good informational videos on ROBS.

Mike Belisle

The team was the best part. Maria was able to get me through to a successful funding of my start up as of yesterday. It is a complicated process and she knows exactly what needs to be done. Thank you!!!

Morgan A was courteous, knowledgeable, and walked me through the process for what is actually called a “Partial Liquidation” rather than a “Distribution” dealing with my non-spousal inherited IRA. It is always nice dealing with people who know what I’m talking about!

Morgan A was a true delight to work with. She cleared up my concern quickly and thoroughly. Great customer service!

Because the website was updated I just needed confirmation that my withdrawal request was performed correctly. Very friendly and helpful.