Nancy was very patient and kind with me when I called for assistance. She made sure I understood the process and addressed any questions I had along the way

IRA financial team is responsive and offering great solutions to achieve financial independence using IRA for alternative investments.

Thank you Brian Enger! You are so prompt and considerate when we talk, and I appreciate your help so much!

Michelle handled my chat question with great clarity and clear instructions. Thank you for your help, Michelle.

Easy to get hold of a representative to answer personalized questions.

Great service!

IRA Financial was very responsive and easy to work with. They walked me through a difficult situation with another custodian that had my money tied up for months. I am very relieved to finally have it with IRA Financial, where I know quality and integrity exists.

Everyone was extremely helpful and responsive which made the process very easy

Very responsive and professional in their demeanor. Keeps promises to get back with requested information. Pleasure to deal with.

Kimberly Powell, Brian Enger and the entire IRA Financial Group staff provide outstanding service. I recommend IRA Financial to all of my friends looking for self-directed IRAs. Great team.

PERSONNEL WAS GREAT! BRENDA REALLY WENT ABOVE AND BEYOND!

Eric has been most helpful in guiding me through the process of setting up my self directed IRA. I have been impressed with his responsiveness and attention to detail. Five stars is the minimum rating I would give Eric!

Morgan was very helpful in answering all my questions. The chat feature was very quick and convenient, so I could complete my necessary business during the few moments I had between other appointments.

Called and first talked to Michelle. She did a wonderful job answering several questions including some that required research. Well done! I talked to Eric regarding a compliance question and he gave me a very thorough and helpful reply. Well done! Thank you both.

Help is quick if you have a question about your plan or any compliance document you got it in no time... Today I had a couple questions about my plan and Dean Ricks got my answers in no time. Thank you IRA Financial

Kimberly Powell did great job. She responded me quickly, answered all my questions. Definitely want to work with her in the future.

Eric is always prompt and provides detailed responses to my questions. Much appreciated!

Every time I speak with someone at IRA Financial, I experience some of the best service I've ever had from a company. Carly H. was no exception.

I want to thank personally Nelza and Jennifer for walking completely through this process with out it I would have been completely lost🥰

I had a few account maintenance questions, and Lori addressed them quickly and efficiently.