IRA Financial Opiniões 

Morgan did a detailed analysis of my problem to get my funds transferred to me in a timely manner. She got the results I needed!

They did a great job getting my very complicated ROBS structure and documentation set up properly. Timely, friendly, and at a great price! Entities & ROBS Specialist, Maria Esposito especially went out of her way to make sure that all of my questions were answered and all of my concerns were addressed quickly and professionally. Looking forward to using IRA Financial as a vendor for years to come!

I had an excellent experience working with Nelza throughout my ROBS transaction. From start to finish, she was incredibly responsive, professional, and knowledgeable.
Nelza handled my request quickly and kept the process moving forward by consistently following up and making sure I had everything I needed. Her instructions were always clear and easy to understand, which made a complex process much less stressful.
Whenever I had questions, she responded in a timely manner and provided helpful answers. If there was ever something outside her area of expertise, she made sure to connect me with the right person right away, ensuring I always received accurate information.
What stood out most was her commitment to customer service. She genuinely values her clients and goes above and beyond to provide support throughout the entire process.
Thank you, Nelza, for making my ROBS funding experience smooth and successful. I highly recommend working with her and the IRA Financial team.

Becky is very knowledgeable and knows what she is doing. Great experience

Morgan A was very helpful and clear information and details on the steps needed for what we want to accomplish.

Great experience with IRA financial. Nelza did an outstanding job answering all my questions and guiding us through the complex process for our transactions. She was incredibly patient when we had to put a few things “on pause” due to an unexpected family death. She was kind and never pushed us to hurry up. She was very understanding and followed up on the timeframes we requested. Great customer service! I’ve worked with other self directed IRA companies and really enjoyed my experience to date with IRA financial & Nelza.

Maria was very responsive and knowledgeable to my questions and concerns.

Morgan Appeldorn, the CSR, was very helpful in resolving my issue.

Macey K helped me quickly resolve questions I had to finalize setting up my account. Great customer service and speedy resolution.

The representative was patient and knowledgable. She helped guide me through a transaction.

My experience with IRA Financial has been excellent, and I am very excited to invest in my future. A special thanks to Jenn Benitez and Kaleb Klock for their assistance in setting up my Checkbook IRA. I truly appreciate their professionalism and sense of urgency.

I'm fairly new to my Self Directed IRA and had an issue making a transfer. I called and spoke with Becky S. She was great!!! Her understanding of my issue and your system is outstanding, she totally resolved my issue quickly and with ease. I truly believe that Becky will have an extremely successful career and is a valuable asset for IRA Financial.

Warm service experience. All questions answered and thorough research done to ensure all problems solved.

I am working to setup an SDIRA at IRA financial. The process has generally been smooth. I have been working with Jack Bickett, who has helped to walk me through the process and solve anything confusing that I might need help with. I would recommend them as a custodian because their customer support/service is kind, helpful, and fast and they don't play games. I want to shout out Kimberly Powerll and Winston, who helped me out with some of my problems.

I'm a bit blown away by my experience with Advanta IRA so far. I switched over this month from a competitor custodian I had been with for 8 years (consistently disappointed). IRA Financial has friendly, knowledgeable, and fastidious account managers who go the extra mile to make sure every i is dotted and t is crossed. They will alert you immediately if something is missing or needs corrected, rather than sitting on the issue and getting to it at their leisure. My last sdIRA custodian was asleep at the wheel and they cost me investment opportunities. It's refreshing to be with a company that seems to care as much about my investments as I do.

Macey Klages was exceptional in assisting me with my concerns on the Asset Valuation of my IRA's. she was very patient and clearly instructed me in on how to use the tool. Thanks again...

Becky, did an excellent job of assisting me by answering numerous questions I had for. She was very patient and met all of my needs during my contact with her. She was the model of a great customer service representative.

Becky is super helpful. I was confused by a tax payment situation. Becky got ahold of their tax person and then sent me a link to the IRS Direct Pay website which made the painful process of paying taxes very easy!