Nancy was able to understand my request, and answer my questions and got me moving toward my solution.

Like always IRA Financial is quick and efficient. They worked through my question and got me the answer in a heartbeat. They are the best!!

Morgan understood my question and was able to answer it quickly.

Quick and easy way to get information about my account.

Great service and low fees make this an excellent choice for your alternative assets.

Great experience working with Jack! Extremely patient yet thorough.

Gina was very informative and responsive to my request. She helped me complete the deposit form and then followed up with other members of her team to ensure it was accurate. Thankyou

Calls are never returned. When I finally do get through to someone it is someone who has no idea how to answer my question. I never talk to the same person twice.

Morgan was professional, understanding and quite helpful, in addressing my concerns and walking me through some forms that I found a bit confusing.

The world of SD IRAs, LLCs with checkbook control, etc was new to me when I signed on with IRA Financial, so learning their system for communications, reporting etc has had its bumps in the road. Their reps have been a great help in closing the gap. Just got off the phone with Casper Dabek who was very insightful and answered my somewhat unconventional questions very well.

Casper is easy to talk with and he explains everything clearly. I trust Casper.

I appreciate my experience with IRA financial. As a first time investor with alternative type investments, IRA Financial has delivered as represented. All staff encounters have been positive, some more helpful than others, but I was always provided useful information. Even when I reached out to Alan, he was quick to respond with requested information. Thank you!! Special shout out to Brenda Benning! She’s amazing team member and truly made me feel comfortable with my investments. She is thoughtful, patient and a fantastic representative of IRA Financial. She returned messages in a timely fashion and her information was always very helpful. Her attention to details is remarkable!! Alan should be proud to have her at IRA Financial. Another shout out to Kimberly Powell!! Kimberly is another amazing professional! Very helpful, knowledgeable and kind. Alan should feel very fortunate to also have her on the team!! The one negative experience I’ve encountered on several occasions is getting someone to pick up the phone. Several calls to IRA Financial have gone unanswered and/ or required several attempts, sometimes having to call the next day. In conclusion, I will use IRA Financial in the future and have already made recommendations to others to use your company for alternative investments. All the best and looking forward to future engagements!! Pete Chavez

Excellent company to take care of your money.

Adam Bergman is a brilliant, amazing leader and awesome team. One stop company, turn key. They take care of you like family.

The staff at IRA Financial Trust have been very professional, helpful and timely in answering my questions regarding my IRA accounts.

Spoke with Nancy Ventura over IRA Financial Trust chat. Very informative. Answered my question perfectly. Not many chat services are this helpful.

I've thoroughly researched the major SDIRA custodians and they came out number 1 with Directed IRA a close second, in my opinion of course, as of today. Some of my deciding factors included fees, ratings, education, Adam Bergman's on;ine presence, and the fact that IRA Financial weathered a recent storm and appear to be doing their best for their affected clients, amonst other things. I did run into a small issue trying to open a new account, due to I believe a little department disconnect, but Kaleb was able to step in and helped me greatly! Much appreciated! I recommend IRA Financial.

IRA financial group made everything so easy!

Set up a self directed IRA for real estate investment. Transfer in went smoothly and set up of LLC went smoothly. Transfer into my LLC Local account went smoothly. Everything I have been told by the IRA Financial people has been accurate and timely.

Nancy tried every way to help solve my concerns.