Do not open account. Fees are about $500 a year for a simple crypto SDIRA and they charge you $300 to close your account! What a scam. Now that banks can custody crypto this company will probably go under.

Working with Caper was great and thanks for Cindy's help to finalize the process.

Michelle answered all my questions and sent me the forms I needed to rectify my concern.

Brenda Benning did an outstanding job helping me from start all the way to purchasing a red D offer that wasn't simple. Tremendous technical and customer service job, Brenda!!!

I had the pleasure of working with Nancy Ventura at IRA Financial, and I couldn't be more satisfied with the service I received. She was incredibly helpful in locating my 1099-R, demonstrating professionalism, efficiency, and a genuine willingness to assist. Nancy made the entire process seamless and stress-free, ensuring I had everything I needed in a timely manner. Her knowledge and dedication to customer service truly stood out. I highly recommend Nancy and IRA Financial for their outstanding support!

Eric Vant Hof has been helping out wherever and whatever needed for these past few days during the account creation process. His messages/instructions were well formatted and helpful through the process. I appreciate Eric's assistance very much and look forward to continuing our collaboration.

I'm a newbie... and the response I was given to my questions was simple and yet comprehensive. It REALLY HELPED me move forward. It was also quick...

Michelle was quick, friendly and accurate. Exactly what you want and need.

Nancy Ventura was extremely helpful and patient as she walked me through a procedure for completing a form on the IRA Financial site. She provided excellent customer service.

Nancy was exceptional and assisted me with every request.

Rep was great. However you guys lost my documents. Closing account.

IRA was a great partner from the beginning in setting up my business - what differentiated them was the setup fee (which was great compared to competition), and response time to address questions/follow-up as needed (via scheduling for typical response within a day). From the moment I interacted with Jennifer Dann, who was prompt and available to answer questions per above to Maria Esposito who handled the transaction, explained/narrated the process clarified numerous questions and setup the entity to even assisting with transfer of funds, it was overall a great experience. Only hiccup was they don't include tracking info on wire transfers (you have to ask) and I discovered it didn't happen as thought. Once I followed up, the team was very responsive in resolving in a day or two. I look next to setup my self-directed IRA funds. Overall a great experience...

Nancy was very knowledgeable and responsive our chat was interrupted and withing seconds, Nancy called and in our phone conversation answered all my questions and corrected an issue that needed correction

Outstanding Service from Maria Esposito at IRA Financial! I had the pleasure of working with Maria Esposito from IRA Financial, and I can confidently say that her service exceeded all expectations. From the very beginning, Maria demonstrated exceptional professionalism, knowledge, and dedication in handling the transactions for my company. She was always available to answer questions, provided clear and thorough explanations, and ensured that every step of the process was smooth and efficient. Her attention to detail and commitment to customer satisfaction truly set her apart. Thanks to Maria’s expertise, we navigated the complexities of our transactions seamlessly, giving us peace of mind and confidence in our financial decisions. I highly recommend Maria Esposito and IRA Financial to anyone looking for top-tier service and expertise. She is a true asset to the company, and I look forward to working with her again in the future! Thank you, Maria, for your outstanding support!

Kimberly and Becky could not have been more patient and helpful. They took me through the allocation process step by step and there follow up was exceptional.

Prompted response

Morgan was very friendly and responsive.

Eric from Compliance help me open a Coinbase Prime Account and was very patient and went above and beyond what he had to.I could of never opened it without him.Returned calls and emails quickly.

Great Service IRA Financial Group staff provide outstanding service. Highly recommended specially for people without experience in financial fields .Today I had a couple questions about my plan and Dean Ricks got my answers in no time.

Responsive answers and giving tips on how to deal with the banks to open an account which can be tricky. Thank you!