We have been clients of IRA Financial for ~2 years and have had a positive experience so far with all team members. This year, we evaluated other options for our accounts and looked to the IRA team for guidance. Josh Kurtz was patient and courteous in answering each of our questions. His knowledge and demeanor were invaluable assets to our decision process. Thank you to Josh and the IRA team for being excellent resources to your clients.

I recently realized that we had accidentally filed a BOI that needed to be amended and that one of my companies information was not properly recorded. I reached out and was directed to Liz Albers. Liz dissected my problem and quickly developed a plan of action. She proceeded swiftly to execute her plan and solved my situation within minutes. She displayed absolute professionalism and a great ability to deal with conflict. The bottom line is that after just a few minutes with her on the phone I was convinced without a doubt that she was going to handle my problem and she delivered above and beyond.

Nelza Martins worked with us to make sure we were timely on all forms/requirements needed for our filling, from start to finish!

Gina answered my chat request on the website and she quickly confirmed my id, addressed my question, and moved forward my request! Thanks so much Gina!

Gina was amazingly helpful with sorting out why there was a holdup in the transfer of my IRA. She spent considerable time and effort connecting with the key players and then relaying that info to me! I have hope now that someone will get to the bottom of this problem.

There clearly was (is) a systemic issue related to transfering funds to a checking account (at least as it applied to my situation) and she dug through and found the way to get around it and took very little time. What more can you ask for?!

Morgan was very helpful in providing the information I needed to understand the steps & documentation needed to transition my IRA from another custodian to IRA Financial Trust.

I had an outstanding experience working with Ms. Maria Esposito. She is incredibly skilled and truly takes ownership in her work, always providing the most accurate and timely information. Her forward-thinking approach made me feel like she genuinely cared about my needs, placing my interests as her highest and sometimes only priority—qualities you expect from a true fiduciary. She made me feel valued and made the entire ROBS process feel seamless and easy. I would recommend her to anyone needing help with ROBS or other financial products that IRA financial offers through her or Associates like her. She went above and beyond, proving herself to be an absolute superstar ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ IRA Financial, and the financial industry as a whole, is fortunate to have her.”

I had amazing experience, she is always available and very helpful

The Team is extremely helpful and timely. Their professionalism and knowledge is exceptional. We confidently would recommend this organization to other small businesses. Well done IRA Financial - Mennie Treats Inc. investing in people and communities to spread hope to the world.

Morgan was cordial, courteous and well informed on the questions I had.

I'm 77 years old and I get confused as to what forms I need and how to fill them out electronically. Gina Lopez was simply outstanding in helping me through the entire process. I know I challenged her patience, but she displayed such kindness and understanding that I am forever grateful. Gina needs to be in a supervisory role if she isn't already . Thanks - Gina Warmest Regards - Dennis Findling IRA Trust since 2012.

Morgan was knowledgeable and helpful

To sum up all of the experience, "Excellent Customer Service". Everyone of their representatives is professional, respectful, and courteous. Recently, I interacted with Samuel Eich and Lori Wog at different occasions and both ensured to give their time until I had answers.

Knowledgeable! Fixed a HUGE problem

Agent was attentive and analyzed the issue and made efforts to resolve. All the qualities you want in support.

I want to commend Kimberly P. and Brenda B. for their exceptional customer service time and time again. They always answer questions and take time to guide me through the complexities of my self-directed IRA.

They made everything extremely easy and were very nice and helpful

She great. Smart, fast and patient.

I found Morgan to be polite, professional and knowledgeable.