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.
Morgan is always caring and helpful…
Morgan is always caring and helpful when I call. Her customer service is excellent. IRA Financial Trust has been a great place for managing my finances.
I highly recommend them.
18. toukokuuta 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.
I worked with IRA Financial
I worked with IRA Financial. Nelza did a GREAT job for me in setting up my ROBS account and funding my deal. I'd work with them again.
15. toukokuuta 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 Nelza was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
Morgan was amazing to speak to on the…
Morgan was amazing to speak to on the phone and explained what was going on with my investment delay. I appreciate the transparency!
13. toukokuuta 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.
Cool folks !!!
I am working with Jackson and Monaya and they are in process of facilitating my transfer right now. They are making the process smooth and professional, just like you would expect it to be. Thanks y'all !!!
13. toukokuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that our team 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.
Morgan A is always friendly and helpful!
13. toukokuuta 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.
Amazing company and very detailed!
15. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your review. We appreciate your support and are glad you had a positive experience with IRA Financial.
Jill Brenden was very helpful…
Jill Brenden was very helpful explaining how to initiate several transactions!
5. toukokuuta 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 Jill. We truly value your support.
Fantastic company
Fantastic company, amazing follow up, exactly what I needed.
1. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your review! We truly appreciate your feedback and are glad to hear you had a positive experience. Thank you for choosing IRA Financial.
Jill Brenden was extremely helpful in…
Jill Brenden was extremely helpful in directing me to the wire transfer instructions on your website. Super pleasant and excellent customer service skills! Thank you, Jill!
5. toukokuuta 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 Jill. 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.
THE DREADED SUPPORT CALL!!
Trouble logging into my account so I had to call support - which I think I hate more than the dentist but Macey K made it a breeze.
-clear speach and pronouniation
-super friendly did not talk to me like I am an idiot - sometimes i am!
-knew her job, and had me logged in - in a snap.
Thank you!
5. toukokuuta 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 Macey 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.
Macy was extremely knowledgeable
Macy was extremely knowledgeable, friendly and very patient with my transaction. Thank you !!
5. toukokuuta 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 Macey. We truly value your support.
Appreciation to the Transfer Department
I have been dealing with both Brittany and Monaya in the Transfers Department. They are both responsive and stay in communication with me. They give thought to have the process proceed efficiently. It is greatly appreciated!! Bill Z
4. toukokuuta 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 our team. 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.
Initial Frustrations
I definitely had some initial frustrations with lack of responses and extremely slow responses. I understood from Cindy that this was just poor timing. I was trying to get things wrapped up and it was 'tax' time. She was very kind and extremely helpful and responsive from that point forward and changed the experience. I then worked with Jenn for the next steps with the entity and checking account setup. Again, this was a very positive and helpful experience. I appreciate the staff and the customer service that they each provided. I am now excited again. Thank you for your efforts. They were noticed.
20. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for taking the time to share your experience. We sincerely apologize for the initial delays you encountered and understand how frustrating that can be, especially during a time-sensitive period.
We’re very glad to hear that Cindy was able to step in, provide clarity, and turn things around for you, and that Jenn continued that positive experience through your next steps. We’ll be sure to pass along your kind words to both of them. We truly appreciate your patience and are glad to hear you’re feeling excited again, thank you for choosing IRA Financial.
IRA Financial is very special.
IRA Financial had very good information about ROBS set up through videos and very helpful Customer Service support prior to my decision to do my ROBS. My special representative ROBS account support person, Nelza Martin was exceptionally knowledgeable and helpful about ROBS start up and ongoing startup questions concerns and multiple phone meetings with me and my banker and previous 401k company.
30. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Nelza 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.
Macey is amazing
Macey is amazing! She definitely goes above and beyond and I can tell she is genuinely invested in the success of her clients.
30. huhtikuuta 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 Macey. 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.
Transferring an IRA can often be slow…
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 professionally from start to finish. Thanks, Monaya!
30. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Monaya 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.
From the very first email
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 her, and consistently a step ahead — drafting corporate documents, lining up wire instructions, and sending me exactly what I needed at the moment I needed it.
What stood out most was how she protected my timeline. I came in with a tight deadline, and she treated it like her own — no wasted days, proactive follow-ups, and quick course-corrections (like re-sending a wire request form before it could get kicked back) that kept everything moving. The result: my funding closed ahead of schedule, with no surprises and no missing pieces.
She paired all of that with a warmth that's rare in financial services. Every reply was kind, encouraging, and respectful of the fact that I was making a big move with my retirement funds. If you're considering a ROBS structure, you want Maria in your corner. Five stars without hesitation.
28. huhtikuuta 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 Maria 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.
IRA proof to IRS
extra patient and quick to respond...everything worked out GREAT!
28. huhtikuuta 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.
This was my 2nd interaction with…
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 cautious with the handling of my retirement funds.
28. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear Morgan has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
Support is always very responsive and…
Support is always very responsive and helpful with the information supplied.
28. huhtikuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä IRA Financial
Thank you for your kind words! We’re happy to hear you had a positive experience and appreciate you being part of the IRA Financial community.
Trustpilot-kokemus
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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.