The experience started with code issues on your site. Macy was wonderful to help. Make sure that she got these information to your team. The not perfect rating indicates you need help with your websi... Mehr ansehen
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
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Das sagen Bewerter
From the very first email, Maria turned what looked like a complex ROBS setup into a clear, step-by-step roadmap I could actually follow. She was responsive, patient with every question I threw at h... Mehr ansehen
Transferring an IRA can often be slow and frustrating but Monaya and the team at IRA Financial were rockstars and made the process smooth and efficient. Everything was handled quickly and professional... Mehr ansehen
This was my 2nd interaction with Morgan. She is polite and courteous. She was able to answer my questions and offered options for alternatives. She made me feel comfortable that IRA Financial is cauti... Mehr ansehen
Unternehmensdetails
Über IRA Financial
Vom Unternehmen geschrieben
The smarter way to invest your IRA or 401(k) in alternative assets
At IRA Financial, we help clients take control of their retirement funds and invest beyond traditional stocks and mutual funds — including real estate, private equity, crypto, and more. Our clients value having direct access to in-house tax and ERISA professionals to help ensure their structure remains IRS compliant every step of the way.Getting Started is Simple
Whether you're diversifying, self-employed, or funding a new business, we provide the structure and support to help you move forward with confidence.Kontaktinformationen
5109 S Broadband Ln, 57108, Sioux Falls, Vereinigte Staaten
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4.7
Hervorragend
1838 Bewertungen
Hat 93 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 2 Wochen
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Das haben sich andere Leute angesehen
The attention I received from Jenn B…
The attention I received from Jenn B was really good. She was knowledgeable and quick to handle my account.
11. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jenn. We truly value your support.
YOU WILL MISS YOUR INVESTMENT WINDOW
YOU WILL MISS YOUR INVESTMENT WINDOW. The experience of opening the account and distributing funds couldn't be more different. The company is chronically understaffed. It takes them weeks to assign someone to lead your request. Note: They claim 5-7 days for fund distribution, which is completely false.
Look for another castodian; this customer experience is a complete disaster.
16. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We’re very sorry to hear about your experience and understand how critical timing is when it comes to making investments. Delays in funding or processing requests are not the experience we aim to provide, and we apologize for any frustration caused. While processing times can vary depending on transaction complexity and volume, we recognize the importance of setting clear expectations and meeting them. We are actively working to improve turnaround times and staffing to better support our clients and avoid situations like this in the future. We appreciate your feedback and the opportunity to improve.
Avery Feterl helped me navigate a…
Avery Feterl helped me navigate a somewhat confusing process getting some are traditional IRA transverse and converted to a Roth At IRA financial. Awesome experience!! He was on it every step of the way.
16. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Avery was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Suvie Fogelman was one of the best…
Suvie Fogelman was one of the best Customer Service Representatives I have EVER dealt with.
She was polite, patient and considerate. She went to Billing Department to make sure all my payments due had been received.
Just a wonderful young lady to deal with.
16. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Suvie. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Morgan A.
Morgan A., the representative I spoke with, was very professional, and clearly answered all my questions. She was polite and well informed. It was a pleasure dealing with her.
17. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Thank you Morgan
MORGAN A was quick,courteous and knew exactly what I needed!
Thank-you
Rand Rosecrans
Rose Pine LLC
17. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
Exceptional ROBS Experience with IRA Financial!
My experience with IRA Financial and especially Nelza Martins has been outstanding from start to finish. The entire ROBS process was handled with the utmost professionalism, clarity, and attention to detail. Nelza guided me through each step, providing timely updates and ensuring that every part of the transaction proceeded smoothly.
What truly set this experience apart was the level of communication and personal attention — I never felt uncertain or rushed. Every question I had was addressed thoroughly, and the process of funding my C-Corporation business checking account was completed seamlessly.
I am deeply appreciative of the expertise, patience, and dedication shown throughout the process. I highly recommend IRA Financial to anyone seeking a reliable and knowledgeable partner for their ROBS setup. It’s a pleasure to reach this exciting milestone with such capable support behind me.
Thank you, IRA Financial and Nelza, for your exceptional professionalism and client care!
4. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that Nelza was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
Negligent payment processing
They processed my payment request 3 months late and refuse to pay the $50 extra fee I incurred because of their negligence. The customer service manager, doesn't even reply to my emails on this matter. It is difficult to communicate with them since they don't answer emails and calls, or they respond with significant delay. The company was responsive and reliable a few years ago, but in the last year I noticed a significant drop in the quality of their service. I will be looking for another company.
17. Februar 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We sincerely apologize for the delay in processing your payment request and for the lack of timely communication regarding your concerns. This is not the level of service we strive to provide, and we understand how frustrating it must have been to incur additional costs as a result. Your feedback about responsiveness and the decline in service quality is taken very seriously, and we are actively addressing these issues by enhancing our support team and internal processes.
We would welcome the opportunity to review your case further and work toward a resolution. Please reach out to our Director of Client Relations at mflenard@irafinancial.com.
Tamara's service was extremely helpful…
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 the whole experience feel comfortable and encouraging. She also did a great job guiding me through the next steps, explaining everything clearly so I knew exactly what to do moving forward. Overall, it was a smooth and reassuring experience.
3. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Tamara was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Morgan A was a pleasure to work with
Morgan A was a pleasure to work with. She patiently answered all my questions and was a huge help! Thank you!
16. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Morgan. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Antwort von IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Cindy
Cindy, went over and above helping me with the issues I needed taken care of. She was very patient and ensured that everything was taken care in an expedient time.
16. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the kind words! We’re thrilled to hear that Cindy went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
Exceptional Support from Morgan A
Morgan A was awesome.
I called needing help with how to do both an Employee Contribution and an Employer Contribution to my Solo 401k.
She was extremely patience with all my questions and ensured I understood when we were done.
Thanks Morgan A!!
Rick Forristall
13. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Morgan. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
The ROBS process can be difficult for…
The ROBS process can be difficult for somebody with no prior experience to understand. Maria Esposito took the time and walked me through each step of the process. It was more than customer services, I could tell she genuinely cared. I appreciate her hard work and patience.
12. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Maria was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
Nelza M once again did a fantastic job…
Nelza M once again did a fantastic job with my request. She was prompt, attentive and verified that all my documents were correct before the transaction took place. Thanks again Nelza.
9. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Nelza helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Suvie Fogelman answered my questions…
Suvie Fogelman answered my questions quickly and provided great feedback. She was very patient with me on the phone and was wonderful.
10. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Suvie. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Nelza was excellent
Nelza was excellent. This process is complex, IRAFinancial was the right one-stop shop for my ROBS program.
2. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Nelza was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Maria Esposito, who was instrumental throughout the entire process
"I recently worked with IRA Financial to set up a ROBS (Rollover as Business Startups) account, and I cannot recommend them highly enough. A huge thank you to Maria Esposito, who was instrumental throughout the entire process. Navigating the complexities of a ROBS account can be daunting, but Maria made it look easy. She was professional, incredibly knowledgeable, and kept me informed every step of the way. Thanks to her diligence, my account was set up and funded quickly and without any issues. If you’re looking for someone who is reliable and truly knows the industry, ask for Maria!" The company itself does not do a good job of communicating or providing support, but the specialist makes or breaks this process. Having Maria in my corner made all the difference.
31. Oktober 2025
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We truly appreciate your detailed feedback. Setting up a ROBS can feel overwhelming, and we’re glad Maria’s professionalism and expertise made the experience smooth and successful. We also take your comments about communication seriously and will continue working to improve consistency across the entire client experience.
The ROBS process was very efficient
The ROBS process was very efficient. Maria did a great job helping me navigate the process and answering all my questions
3. März 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review. We’re glad the ROBS process felt efficient and that Maria was able to guide you clearly every step of the way.
THANKS Maria Esposito
Maria Esposito was such a pleasure to work with. She was very knowledgeable about the ROBS 401k plan and gave me a peace of mind while navigating the whole process. She would even call me after hours and answer any questions that I would think of. Thanks Maria
26. November 2025
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We’re so pleased to hear Maria provided peace of mind throughout your ROBS setup. Going above and beyond for our clients is something we value deeply, and we’ll be sure she sees your feedback.
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