IRA Financial Group Home - IRA Financial Group
Based on authentic user experiences
John
6730 reviews
N/A
1 year ago
IRA financial does a great job as a Self-directed IRA Custodian
IRA financial does a great job as a one-stop place to set up and be the custodian of a self-directed IRA They helped me setup both a traditional and Roth IRA to purchase real estate Thank you for your help
Matt Black
6730 reviews
N/A
1 year ago
This is a great company with a great
This is a great company with a great flat rate for crypto Roth s I thought that iTrust was the only real option but this has been a better offer in regards to fees I talked often with their staff in the transfer process and they were always super helpful Very pleased even when things weren t as smooth with my spouse s transfer they worked hard to get it through
customer
6730 reviews
N/A
1 year ago
IRAFinancial hit it out of the park
IRAFinancial hit it out of the park They made the whole ROBS setup seem easy Maria was great to work with through the process I would recommend IRA Financial to others
Coley M
6730 reviews
N/A
1 year ago
Great Kick off
The kickoff meeting was held well organized and gave me confidence in the team s ability to get my project moving quickly
Valued Client
6730 reviews
N/A
1 year ago
Professional and courteous are how I
Professional and courteous are how I can describe the treatment from this company And whenever I have a question I can usually get an answer in a reasonable time I will probably do more business with IRA Financial Trust in the future
Vicki Nelson
6730 reviews
N/A
1 year ago
Excellent Communication
We worked mainly with Maria She was very professional and always responded to questions quickly We would definitely recommend IRA Financial to our friends and family
Bob Kopeny
6730 reviews
N/A
1 year ago
Excellent customer service
This company has been very helpful in establishing a Roth Ira for me They have a very available chat that allows me to ask whatever questions I want of a live operator and get immediate help They ve done a great job
Brandon Thompson
6730 reviews
N/A
1 year ago
Customer Service is Alive
During every part of setting up my son and Is IRAs I have called on IRA Financial for advisement on the process filling out forms and follow up with status In all cased I was responded to via phone and email propmptly and fully Thank you IRA Financial you have a customer for life BT
jack james
6730 reviews
N/A
1 year ago
I was a newbie
I was a newbie for many hours days and weeks the entire staff went above and beyond to help me get up and functioning with my Roth Emails phone calls faxes etc Nothing I asked for help with was ever a problem staff was consistently patient and professional with me I found them on YouTube so happy I went with them Absolute 5 Stars for IRA Financial jack james
Valued Client
6730 reviews
N/A
1 year ago
Very happy I switched from Equity Trust
Very happy I switched from Equity Trust to the IRA Financial self directed IRA with checkbook Control LLC Having the checkbook control is so much easier than having to run every transaction and all payments to contractors through the custodian We are able to act quickly when bidding on foreclosures and can pay our contractors without the hassel and time it takes to order a check through the custodian
