isaac was very helpful in understanding what forms I needed and how to fill them out!

Dean Ricks (Entities & Compliance Specialist) has been an outstanding asset helping me navigate the Solo 401K loan process as well as many other questions. He has been extremely responsive, more so than I was expecting quite honestly. He's now my "go to" guy when I have questions or issues. Thanks very much Dean!

Fantastic!!!! Kind, patient, thorough. Wow !! Does not get any better

I was quite lost and felt unattended. Website is weak and continuity of care of was not present. Iwas Shuffling thru departments lost. Then Kimberly stepped in and took over. As in she was in charge and didnt pass me off. She followed up many times and multiple properties. She transformed frustrating into - oh my that was easy. Over and over from documentation of files to execution of investments. Great job Kimberly. She pulled in San G. For rhe extra muscle she needed and they crushed all my paperwork / accounting problems.

I was in need of a self-directed IRA to take advantage of an investment opportunity. I vetted the alternatives as best I could. Ultimately, I select IRA Financial with my fingers crossed that they could make my time sensitive timeline work. It was a lot to ask! I spoke with Josh first. He was knowledgeable, well-spoken and professionally, answering all my questions. I took a chance with IRA Financial. I am so happy I selected them for my SDIRA. The process was seamless. With the help of Matthew, Josh and Sam, who were always at the ready, they made my investment opportunity happen. Great partnership.

Samuel did a great job explaining things to me in helping this Investment be pushed through showed me how it was a very good price

Morgan listened well to my specific questions and walked me through a number of forms on the website as I went step by step with her. She was also quite patient as I had to ask for clarity on a number of my questions.

Morgan Appeldorn was extremely knowledgable and helpful. Thank you!

I appreciate Isaac Rodriguez reaching out to me with helpful suggestions and follow through written directives. Thanks Tom A

I have had my account for almost a year... I have had many questions and the contact I have had has been professional, helpful and knowledgeable. My last couple interactions were with Dean, but I have dealt with many departments. Everyone does their best to guide you. My experience has been very positive. A++

Always fast and responsive customer support.

Quickly explained problems with my deposit and RMD submission. Immediately sent instructions for wire transfer.

Getting started was very difficult. My onboarding rep and new accounts didn't seem to communicate well. I was left with unanswered questions, just before vacation. Finally, I got the right person who was able to answer my questions and remedy the situation. Thanks so much to Eric V H.

Morgan was very patient with me and help me navigate through client portal to complete the documents I needed.

Brian E from Sales and Client Relations dept has helped me multiple occasions to ensure the paper work reviewed and responded from appropriate dept on time delivery of the funds though his responsibity completed after account opening but still he is my to go person if i didn't get proper and ontime response from any dept. Thank you Brian, Keep up the good work!

Great customer assistance, friendly and gave much attention to detail.

Josh is friendly. I’m new to this and I haven’t received much guidance but seems to be going well so far.

Morgan took the time to be personable, had the answers I needed at hand and was able to quickly get me the support I needed.

Gina was helpful and patient and a nice personality.

Great service