IRA Financial Bewertungen 1’838

Incredibly patient and knowledgeable. Very grateful for Eric!

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 to Jill Brenden and Morgan. Both ladies were professional, efficient, and effective and helped sort out my issues, concerns and paperwork. Thanks for their help and I am impressed with the folks at IRA Financial. I am in many forums that are pushing Horizon and Equity Trust, and I always remind people that there are other companies and speak highly of your company.

Brittany Ludens was extremely helpful and knowledgeable. She is a great asset for IRA Financial. Thanks Brittany!

Eric has been exceptionally supportive throughout the process. We have called him on numerous occasions and each time he has been very helpful and professional, even when we had questions that didn't directly relate to his responsibilities.

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 effort...their materials are well written, comprehensive, but clear and understandable. And everyone with whom I have dealt has been competent and timely. Wish I had notes of everyone's name, but they include Avery Fertel, Cindy Freet, Britainy, and lastly, my new accounts specialist, Joshua Kurtz, who patiently and knowledgeably, through multiple telephone consultations, educated me, and brought my comfort level to the point where I decided on his company... which has turned out to be a great decision. A very satisfied customer from Lake Charles, Louisiana

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.

Morgan is an asset to your company, always spot on

IRA Financial makes it easy. Great explanations, follow-up and responsive when you need it. Special thanks to Casper D. in onboarding and Eric VH in compliance for excellent service.

Eric, a Sr. entities specialist, at IRA financial, went above and beyond to expedite and investment by reaching across departments and finding the right people to help me out. Very much appreciated!

Brittany L was very helpful, knowledgeable, and kind. She answered all my questions and helped me get all necessary forms completed/uploaded on my SDIRA.

Jill Brenden was fabulous! I’ve spoken to her twice now and she was very helpful both times. The service your representatives provide is great. Thanks so much!

Asa Moring was speedy and accurate with a complex new application

Nice person. Solved my problem quickly and efficiently.

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!

Very helpful and informative! Unbelievable patience and professionalism.

Aaron listened to my needs and directed me appropriately. His guidance was friendly and clear.
Thank you.

Morgan was great and super helpful!

Asa was very helpful, friendly and professional. He handled my request promptly and efficiently.

I rarely leave reviews, but my experience with IRA Financial was so impressive I had to share. From start to finish, everything was handled with clarity and professionalism. The onboarding process was easy to follow, the communication was consistent, and every question I had was met with thoughtful, helpful answers.

What really stood out was Asa. He is the reason I’m writing this review. His expertise and patience made the entire process stress-free. He explained complex details in a way that made sense, kept me updated without me having to ask, and worked tirelessly to make sure deadlines were met. Even under pressure, he came through every time.

Most of all, Asa was warm, respectful, and genuinely committed to helping me succeed. Because of him, I felt confident and informed at every step. IRA Financial already has a great reputation, but it’s people like Asa who take the experience from good to exceptional.

Highly recommend.

Extremely customer friendly, proactive and extremely timely. Everything works as they say it will. Asa Moring is awesome!