IRA Financial Bewertungen 1’838

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.

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

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 accomplished to be in total compliance.

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 and utilizing the on-line tools. She thoroughly addressed all my questions, patiently waited while I reset my password, resolved my issue and advise me on how to best execute on next steps. After I hung up the phone, my first thought was: "What an outstanding customer experience"!

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.  

Good follow-through and very patient.

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 documentation and funding in place for me to buy my business. She was always there to answer any question I had, and her recent help was greatly appreciated!

I got the answer very fast that solved my problem.

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 guidance was steady and reliable from start to finish. Even when I encountered personal and business delays, Maria remained patient, responsive, and professional, always making sure my questions were addressed thoroughly. Her support made a complex financial transition feel manageable. I would confidently recommend IRA Financial to anyone exploring the ROBS strategy to launch or fund their business.

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.

I set up my SDIRA, and Eric Vant Hof has been very helpful!

Jill was great to work with. Helped solve my login issues.

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 IRA Financial Services. His authentication process eased my concerns.

Shannon Bundy was very helpful in confirming my funds were received by IRA Financial. She also insured I understood what my next steps were in order to help expedite my account funding.

Jill did a great job of resolving my problem and spending some extra time with me to make sure the issue was resolved.

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 operator.

Ms. Martins provides invaluable expertise and assistance; she goes above and beyond what's expected of even the best customer experience.

Avery helped me with a transfer process and followed up all the way when a problem was reported until it was resolved. Great communication !

I was attempting an RMD, first one from IRA Financial, and did not realize I needed to fill out deposit form for my Capital One funds. Jill Brenden directed me to the correct web page and then patiently walked me through which items need to be completed. When I had finished she downloaded the form to ensure it had been completed correctly.
Excellent experience!

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 finish despite my personal/business delays along the way. My questions were numerous but were answered professionally and felt that there was a way to get help when needed. I'd recommend IRA Financial for anyone considering the ROBS to fund your business aspirations.