Nelza is always amazing and professional. But this year she filed my return in an Extremely short window due to my procrastination. I am very thankful for her!

The customer service agent (Morgan) was great, she heard me, walked me through the steps and gave me options. Excellent service and great execution

Kimberly was extremely helpful in determining what we needed to do to manage our account effectively. She researched our account while on hold and found that more information was needed to assist us. She came back on the phone and said she needed to do more research. She said she would call us back instead of keeping us on hold for so long. She called back by the end of the day (within an hour) and explained exactly what we needed to do. She provided the necessary forms required and offered to assist us with any further questions we might have. Very friendly and helpful attitude. She was great!

Gina was bright, knowledgeable, and efficient. I had a complicated question and she understood it without the need to rephrase or clarify. She got further input from her team while I was on hold and all question components were solved in a single phone call.

The compliance department (Dean Ricks) did a great job explaining the specific compliance requirements regarding setting up a Solo 401K and setting up HSA distributions using a debit card.

The team was extremely efficient at resolving my issue. Highly recommend the entire group.

Maria was the one who guided me through the entire process. IRA Financial really helped my business get off the ground and Maria held our hand through the entire thing as it can be pretty stressful. If you are looking to have a ROBS transaction for your company they are definitely the right people to go with.

Liz has been very responsive to all my request and made the process seamless. Even your basic (non-expedited) service has been surprisingly fast. Overall, the service Liz, Casper and other team member have given me is top-notch!

IRA Financial is an excellent firm to work with and makes it incredibly easy to start a self-directed IRA.

Your entire team was extremely responsive. Calls were returned in a timely matter and everyone was very knowledgeable and kind. Thank you! Greh

Simply put they are knowledgeable and on top of everything always.

Very informative and helpful with my like-kind distribution.

From my experience with IRA Financial Group from day one the staff was very knowledgeable assisting me with my Selfdirect Roth

Casper Dabek was exceptional in helping me with the account application. He showed patience and knowledge in the process. He was also prompt in calling me and stayed with me until we finished the application.

very patient and respectful, listens carefully, extremely helpful

Maria Esposito - she walked me through the entire process!!

Made it easy for me to complete the process and in a timely manner

Liz was very clear and responsive.

Great customer service by Brenda Benning in Sioux Falls, maybe the best I have had in any customer experience anywhere

a prompt, courteous response to my inquiry