I have had some excellent responses from the specialists at IRA Financial. Being new to IRAs, I have needed more guidance than those who are experienced. Suvie Fogelman and Maria Esposito have respond... Näytä lisää
Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Katso, mitä arvostelun kirjoittajat sanovat
Kudos 👏 to Keli P for her extended time on a call to work thru step-by-step complexities with my account real-time...and for Macey K's immediate txt response and attention to detail to confirm those... Näytä lisää
Yritys on vastannut
Ms. Morgan was patient and kind in answering all of my questions. She also ensured that her team was aware of my critical deadlines and set the expectation that my deadline can be met. She is an ass... Näytä lisää
Yritys on vastannut
I am the personal secretary of an account holder, so I have lots of interaction with the staff at IRA. I can say with NO hesitation that Morgan and Becky are amazing and make every exchange easy and a... Näytä lisää
Yritys on vastannut
Yrityksen tiedot
Tietoja yrityksestä IRA Financial
Yrityksen kirjoittama
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.Yhteystiedot
5109 S Broadband Ln, 57108, Sioux Falls, Yhdysvallat
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Erinomainen
2 t. arvostelua
Ei viimeaikaisia arvostelupyyntöjä
Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja viime aikoina, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa
On vastannut 96 %: iin saamistaan huonoista arvosteluista
Vastaa yleensä 1 viikon sisällä
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Always helpful and informative
Always helpful and informative. Morgan A took the time to help me with online forms. Very patient.
21. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Morgan 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.
Morgan A was very quick to get me what …
Morgan A was very quick to get me what I needed
20. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä 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.
Morgan A & Winston W were awesome in…
Morgan A & Winston W were awesome in assisting me getting My Self Directed IRA up and going. There are a lot of moving pieces and they were so patient with me in getting everything set up. Thank you Morgan & Winston!!!
19. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Morgan and Winston were 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.
Very helpful and patient in setting up…
Very helpful and patient in setting up and processing my account for ROTH SDIRA.
19. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
IRA Financial assisted me with a ROBS…
IRA Financial assisted me with a ROBS rollover. It seemed like a daunting undertaking, since I had no former experience with funding a business startup like this. IRA Financial did a great job of making the process as painless and as transparent as possible.
17. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that our team was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
She was sweet and knowledgable and we…
She was sweet and knowledgable and we were able to get things done efficiently
14. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
Morgan A was very helpful
Morgan A was very helpful. I needed to know the dividend deposits I had made YTD in both my Traditional IRA and my Roth IRA. She showed me how to find the information on the website and answered my questions. She was polite and professional.
11. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Morgan 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.
Morgan A - What a customer service rep should be
The customer service rep, Morgan A, was exceptionally helpful. She patiently answered all my questions and was very friendly and easy to understand. Additionally, and exceptionally, when our first call was unexpectedly dropped she called me back!!
So, great combination of competence, friendliness and patience - can't ask for more. Well done!
11. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for the kind words! We’re thrilled to hear that Morgan 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.
Morgan does a wonderfully job helping…
Morgan does a wonderfully job helping me anytime I call. She’s friendly and professional. I really appreciate her customer service !
11. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä 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.
Great communication and timely service.
11. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
You people are pathetic
You people are pathetic. The request to transfer funds was made on the 28th of July FOR AN EXPEDITED TRANSFER. Funds shoule have been transfered on the 29th or the 1st. CAN YOU DO ANYTHING ON A TIMLY BASIS???
7. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We understand your frustration, especially after requesting expedited processing and expecting your transfer to be completed promptly. We’d like to review the status of your request and determine what caused the delay. Please contact our Director of Client Relations directly at mflenard@irafinancial.com so we can look into the transaction and address this with you as quickly as possible.
Vastaus yritykseltä IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
Macy was great
Macy was great! Very responsive and patient. She help me through every step, I would have been so lost without her help.
6. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
It was a great experience
It was a great experience. I feel like my business is in good hands with IRA FINANCIAL
10. kesäkuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We truly appreciate your positive feedback! Knowing that you had a great experience means a lot to our team. Thank you for choosing IRA Financial and for taking the time to leave us a review.
We really appreciated the calm and…
We really appreciated the calm and confident demeanor of Rhiannon Poppinga while we were on the phone with her as she was explaining our need to redo the transfer of our account from our former holding company to IRA Financial. Thank You Dennis and Karen Rausch
6. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Rhiannon 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.
I received a letter from the IRS…
I received a letter from the IRS stating that I owe money from 2021 and 2022 from a 990T form I never received. My husband has been trying for a week for someone to return his calls from the tax department. My question is what service do they provide as it's certainly not customer service.
6. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We’re sorry for the frustration and concern this situation has caused. Our tax professional has been attempting to connect with you directly and has left voicemails so we can discuss your concerns. Please feel free to return our call or email our tax team directly at tax@irafinancial.com.
Top notch customer service
The idea of opening a self-directed IRA can be intimidating. After years of discussions and research, we finally did it and chose IRA Financial after speaking with several options recommended by Forbes. The customer service experience has been very good. Today, I had to conduct a transaction on the IRA Financial website and Morgan A was so patient and helpful. With her help, I learned how easy it is to do the tasks I need to do to move money and investments around. Customer service is easy to reach and they are very practical in showing step-by-step how to do things. They have integrated everything on their website and made access to traditional investments and banking simple so that you can park money easily while assessing non-traditional investments. It is really a no-brainer to go with IRA Financial and I am glad I did. …and thanks Morgan
4. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Morgan 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.
Most everything about working with IRA…
Most everything about working with IRA Financial has been positive. I have been using them as SDIRA custodian for 7 months and made 7 investments. Customer support has been good (most recently Morgan A). Web site is decent. My only complaint is how long it takes to get an investment through the IRA Financial process. A private investment that I do outside of my IRA typically takes about 2 days start to finish. With IRA Financial, the same investment might take 2 weeks.
4. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for sharing your experience and for trusting IRA Financial with your self-directed investments. We’re glad to hear that your experience with our team has been positive, and we’ll be sure to pass along your kind words to Morgan. We also appreciate your feedback regarding investment processing times. We know timing is important when pursuing investment opportunities, and feedback like yours helps us identify where we can continue improving our processes and overall client experience. Thank you for choosing IRA Financial!
Suvie F is a rock star!
I had been struggling for weeks to complete a transfer between another bank and IRA Financial. Suvie initiated a 3-way call with the other bank and tirelessly worked with them for OVER AN HOUR to get it completed. Her calm demeanor kept my frustrations in check as the other bank kept having issues on their end. It wouldn't have happened without her. Thank you, Suvie!
4. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Suvie 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.
Excellent Customer Service Reps
The ladies(Morgan & Brittany)that answer the phones are always pleasant, knowledgeable about technolog & helpful. Morgan A was very helful &patient with me when I called. She walked me thru everything I needed to do. If one way didn't work, she found another way. She spent 40 mins with me. I was so apprecative of her time, knowledge & patience. She made the process quick & easy. She made some really good suggestions for me so that I don't have to do all the little things that stress me out. Excellent customer service from Morgan A/
3. elokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that our team 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.
Trustpilot-kokemus
Kuka tahansa voi kirjoittaa Trustpilot-arvostelun. Arvostelun kirjoittajalla on oikeus muokata tai poistaa niitä milloin tahansa, ja ne näkyvät niin kauan kuin tili on aktiivinen.
Käytämme omistautuneita ihmisiä ja älykästä teknologiaa alustamme turvaamiseen. Lue lisää siitä, miten torjumme väärennettyjä arvosteluja.
Tutustu Trustpilotin arviointiprosessiin.
Varmennus auttaa takaamaan, että Trustpilotissa lukemasi arvostelut ovat todellisten henkilöiden kirjoittamia.
Kannustimien tarjoaminen arvosteluille tai arvostelujen pyytäminen valikoivasti voi vääristää TrustScore-tulosta, mikä on sääntöjemme vastaista.