IRA Financial Arvostelua 

Macey K answered all of my questions thoroughly and professionally.

I contracted with IRA Financial to draft my business 401K retirement plan. They initially did a good job and were available for communication. After that, they charged me a $199 fee/year to oversee the plan, add any new requirements and file the 5500 form. They never filed they 5500 form. Communication was broken, emails I had no longer worked. Then, they abruptly and without notice doubled their fee. They have provided NOTHING in terms of addendum to the plan and never filed a 5500 form. I asked them repeatedly to stop billing me yet they claim that without using them as the administrator , the IRS will consider my plan invalid and that they will not stop billing me. I verified with IRS that this is not true and I can be my own plan administrator (I have been filing the forms all these years). They are now employing aggressive collections agencies to harass me.

The IRA Financial customer service team is very knowledgeable in all areas of the self-directed retirement space. They are always gracious and provide impeccable support with whatever question you may reach out to them with. A pleasure to work with.

Every time I call IRA Financial the staff is consistently friendly and helpful. Speaking with Morgan A today
proved it once again. Thank you!!!

IRA Financial has been excellent in helping with our startup funding, the entity formation process was smooth and efficient. If you have retirement savings from traditional custodians, the process would be more straightforward and less challenging than the custodian from newer FinTech companies. I’d still recommend IRA Financial. Thank you, Nelza, for your hard work!!

Morgan A, was very helpful. with Knowledge and is cordial and patient.

Going through this process you will need someone who you feel like is a teammate & a accountability partner. Maria Esposito is 1 of the ones. She is very knowledgeable follow up with you & want to see you & your business plans win. If you are blessed enough to work with her trust & believe your business structure, ideas & plans are in good hands.

My experience with IRA Financial has been great because of Nelza my IRA ROBS advisor. Nelza has been very helpful supportive and extremely knowledgeable on the ROBS process with me. Nelza has also been very available to my call requests.

IRA Financial is doing very well with have a very certified, reliable, friendly and knowledgeable staff to make the ROBS process easy and reliable. IRA Financial also has very good informational videos on ROBS.

Mike Belisle

The team was the best part. Maria was able to get me through to a successful funding of my start up as of yesterday. It is a complicated process and she knows exactly what needs to be done. Thank you!!!

Morgan A was courteous, knowledgeable, and walked me through the process for what is actually called a “Partial Liquidation” rather than a “Distribution” dealing with my non-spousal inherited IRA. It is always nice dealing with people who know what I’m talking about!

Morgan A was a true delight to work with. She cleared up my concern quickly and thoroughly. Great customer service!

Because the website was updated I just needed confirmation that my withdrawal request was performed correctly. Very friendly and helpful.

Morgan did a detailed analysis of my problem to get my funds transferred to me in a timely manner. She got the results I needed!

They did a great job getting my very complicated ROBS structure and documentation set up properly. Timely, friendly, and at a great price! Entities & ROBS Specialist, Maria Esposito especially went out of her way to make sure that all of my questions were answered and all of my concerns were addressed quickly and professionally. Looking forward to using IRA Financial as a vendor for years to come!

I had an excellent experience working with Nelza throughout my ROBS transaction. From start to finish, she was incredibly responsive, professional, and knowledgeable.
Nelza handled my request quickly and kept the process moving forward by consistently following up and making sure I had everything I needed. Her instructions were always clear and easy to understand, which made a complex process much less stressful.
Whenever I had questions, she responded in a timely manner and provided helpful answers. If there was ever something outside her area of expertise, she made sure to connect me with the right person right away, ensuring I always received accurate information.
What stood out most was her commitment to customer service. She genuinely values her clients and goes above and beyond to provide support throughout the entire process.
Thank you, Nelza, for making my ROBS funding experience smooth and successful. I highly recommend working with her and the IRA Financial team.

Becky is very knowledgeable and knows what she is doing. Great experience

Morgan A was very helpful and clear information and details on the steps needed for what we want to accomplish.