IRA Financial Reviews 1,810

I am not familiar with 401K , I don’t speak or understand the language , procedures , rules and regulations. Tamara Perez was so patient and understanding of my lack of understanding and knowledge. Ta... See more

I called in for help to set up my Roth SDIRA as a legal entity on a broker site as part of the information required to purchase two private equity investment funds. Morgan Appeldorn was ready to help... See more

Wow, what a treat! Prompt, competent, friendly, well staffed service. Becky S was exceptional. Somebody wise, discerning and hardworking at the top runs a tight ship. As the owner of multiple small bu... See more

Brittney L. was super helpful. There was confusion on my end around which of my 2 accounts needed a form edited (per the email I received). Brittany is very knowledgeable re: Navigating your process... See more

I was able to get a response rapidly with clear direction. The directions were concise, but also included corner case scenarios such as "here is what to do if your counter party institution has not... See more

The company delivered to what it promised me in setting up the ROBS account, walking thru the process, being transparent and executing it to the tee. It is important to me because I'm new to the w... See more

We have used IRA Financial for the past 7 years for all the IRA accounts in our family. They are simply fantastic - they are knowledgeable and responsive. Recently we needed some changes with our IRA.... See more

Becky was courteous and friendly when I called for help filling out some distribution forms for my retirement account. It's so good to get that consistently good phone support from IRA Financial that... See more

I recently worked with IRA Financial to complete a ROBS to funds a new business startup. Maria Esposito, the ROBS specialist who assisted me, made the process seamless from start to finish. If you... See more

Working with IRA Financial for the rollover for business startup (ROBS) was a straightforward experience thanks to the support from the ROBS team. In particular, Maria E. guided me from start to finis... See more

I have been moving money through my IRA Financial account, and because I didn't plan well I had to pay to expedite for a few different transactions. I called IRA Financial many times, always speaking... See more

5 star service Jill Brendan did a great job with walking me through the transfer of funds. I appreciate the fact that when I call there's a person on the other side and not some BOT or generic opera... See more

Nelza, and Shanon provided me an excellent Roll over guidance and completed it ahead of schedule. I give kudos to IRA Financial as it was by far the complicated roll over one could imagine.

Jill Brenden made the experience great. She was able to quickly review my uploaded IRA documents and discovered an error and help me quickly fix it so that I could get in the document review queue an... See more

After having had a bad experience with a SDIRA custodial company, I deeply vetted possible replacements, and finally settled on IRA Financial Trust Company. The time spent researching was worth the ef... See more

Eric Van Hoft is extremely knowledgable and professional. I am working on a some what complicated scenario and he was able to quickly explain what need to be done to ensure everything could be accomp... See more

Morgan A. was a knowledgeable, helpful and patient person to deal with. She helped me with a pass-through account and very understanding. Thanks Morgan !!

The concept of what they offer is great, but their level of service is currently very poor. They've been holding onto $50,000 which I sent them a month ago, which I was told would take about five days... See more

I’m a long time customer of IRA Financial. The transfer process is easy to complete thanks to employees like Asa Moring. Asa followed up with updates throughout the entire process. It is always grea... See more

Stay AWAY! I used IRA Financial trust to set up a self directed Roth IRA, since places like Vanguard and Schwab don't let you do that. However, when it comes to transferring money to and from t... See more

The account managers are quick to respond, efficient, and follow through on their word, making the entire process quite easy. They ensure your account is set up properly and in accordance with US laws... See more

Jen and her team at IRA Financial made the entire process seamless. Their guidance was clear, patient, and professional, and they ensured everything was completed without any issues. Highly recommende... See more

Asa Moring reached out by text and email to help facilitate a transfer. She was very proactive in providing all the necessary information up front. During our interactions, I decided to adjust the t... See more

Morgan did a great job! She listened to my situation where I had previously requested that an investment form be executed and she confirmed that she would follow-up with others in "Full Service" to r... See more

I had an situation that required a couple of tasks to be expedited related to my account, and IRA Financial accomplished them quickly, professionally, cleanly, easily, and didn't even charge extra fee... See more

Knowledgeable. Morgan didn't try to get me off the phone but offered without me asking to help me fill out the form online which I had already been struggling with. It took her an extra 3 minutes but... See more

Suvie was exceptional in walking me through a transfer process. Her step by step instructions made the process so easy. Outs; Service as always with IRA.

Avery Feterl at IRA Financial did an amazing job of helping me transfer assets from a previous company to IRA Financial. The process was fast and questions were answered quickly.

Suvie Fogelman, was exceptional - she walked me through everything I needed using the on line website. Her directions were clear and concise, while being very patient with me as I was using my comput... See more

Starting up my C Corp was an intimidating time given all the IRS requirements. Fortunately, Maria Esposito at IRA Financial guided me through the paperwork process to get all the necessary documenta... See more

Aaron S. has been such a great help in assisting me in filling out necessary forms and keeping me informed of the status of my IRA. I can highly recommend IRA Financial and Aaron S.  

Aaron S was great to work with. He understood what I needed and was quick to deliver the information. He is very competent in his work and enjoyable to work with. Great experience!

I've been with this company for years and generally had a positive experience. However, I am pulling my hair out trying to get my funds transferred to me. I completed the forms on 1/14/26. On 1/20/26... See more

Aaron helped me gather the right documents for a transaction. This helped me in a timely manner which was appreciated since this was a time sensitive matter.

Tamara's service was extremely helpful and supportive from start to finish. She was quick to respond and made the process easy and stress free. Tamara had a really positive, welcoming energy that made... See more

Customer Service of this company is non-existent. I dare anyone considering using this company to first call 1-800-472-1043 and see if you ever get a live person or a callback. Good luck! Try to... See more

Eric with the Entities division at IRA Financial did a great job of helping me set up a trust for my self directed IRA, with clear instructions on how to open up an account for the trust afterwards an... See more

I am very happy with the call with the customer service. Ms. Morgan A answered my questions quickly and directed me to the proper resolutions. Highly recommend!

Excellent communication, understanding and knowledge problem resolved very quickly. I'm very happy with help I receive from. Brittany Ludens. Thank you for your services.

Crappy service. I initiated a wire transfer to move funds out of my IRA Financial account to a local bank account; six business days (and ten calendar days) later, the wire has not been sent. Some... See more

I had a positive and seamless experience working with IRA Financial on my Rollover for Business Startup (ROBS). Maria Esposito, my assigned ROBS Specialist, was instrumental throughout the process—her... See more

Avery and the entire IRA Financial team has been fantastic. Could not have asked for better service.

I wanted to have a Roth IRA in a specialized investment area which involved a separate investment platform. Initially (about 5-6 years ago), though a bit clunky, I was able to invest in what I wanted... See more

Asa communicated with me the status of my transfer request. This is great because I don't have to wonder. Valerie

Jill is incredibly helpful and patient. This is not an easy process to understand and I very much appreciated her help and expertise.

5 years with this company and the experience has been so disappointing. Wiring a contribution in and getting access to these funds to invest took over 3 weeks and we kept getting different explanation... See more

Aaron S was very professional, and I appreciated his assistance. I expressed that I was a bit uncomfortable with my account and wanted him to ensure me that I was speaking with a representative from... See more

I had tax questions and needed direction as what to do to file my taxes. Wasn't sure where to start. The online chat with a live human, Morgan A., got me going in the right direction. Helpful and an... See more

The staff i worked with such as Nelza were great, responsive and had the information to answer my questions immediately.

Asa was a huge help in the process of transferring funds. Super patient and great follow up.

Leyla did a great job filling my request. I needed proof of a transaction and she was able to provide the documents in a timely fashion. She was very easy to work with.

The ROBS process was very efficient. Maria did a great job helping me navigate the process and answering all my questions

I signed up with IRA Financial to be custodian of a private placement in a self directed IRA, and it has been a very frustrating experience trying to get them to sign the investment documents. They co... See more

Morgan A was very helpful and followed up on an email I sent to the tax dept. They replied shortly thereafter. Very pleased

I am an attorney who tried to send clients to this company. It was extremely difficult to deal with this company: My emails went unanswered my calls were never returned, their phones went unanswered;... See more

I've been a client of IRA Financial Trust for years, using their IRA LLC service and a capital one account. Historically, they've been very good and responsive. However, something has changed, the... See more

User Friendly is not a Buzz word in this company. for example, if you are new this world and fill-out a deposit form incorrectly you cannot delete it. The ext for Avery F just rings and then hangs... See more