How helpful the people are in explaining things

Nice and friendly, patient and knowledgeable, thinking on the same stand point of the customers, very nice sales and support teams!

The website is clear and easy to navigate. The phone support is excellent. These people are communicate like professionals.

The Right Team Product and Experts! I was struggling trying to figure out how to fund a new business my wife and I were contemplating. I stumbled on the videos from the IRA Financial Group. A bit skeptical, I made phone call and got Maria. She’s the epitome of a consummate professional. She explained everything to me answering TONS of my questions. And then she hand held me through the entire process ensuring I was good with each step. She had the expertise and “bedside manners” to make the process easy and quick. We were able to get things done for a fraction of the cost other companies charged and I feel like I understand fully what’s going on. I wholeheartedly recommend this firm and especially my thanks to the one and only Maria! :-)

Great company. They helped every step of the way. Good followup. 👍👍

The process takes too long to set up an IRA LLC. I could have set up the LLC and obtained the EIN weeks ago. I have already paid and provided deposit information that a rollover is forthcoming and there is no indication from the state that you have even attempted to establish the LLC yet. There is a lack of transparency on where you are in the process. I have also requested a copy of the Operating Agreement for the LLC and have not received that yet either. My wife was planning to rollover her accounts too but now she is looking at other providers.

I needed a ROBS rollover. The team was very knowledgeable and answered all my detailed questions

We had picked IRA Financial for our self-directed IRAs and 401Ks because – unlike some of their competitors – their fees are fixed, not asset-based. After opening our accounts, I discovered something else that's unusual about them: the ease with which one can reach out to their founder/CEO for quick guidance. I'm super impressed, too, by the lady who runs their compliance team, Tamara Perez. When you have a self-directed retirement account, you want to make sure that everything you’re doing is in accordance with the rules and regulations. I appreciate the fact that I can count on Ms. Perez to respond to my compliance-related queries with quick, clear, and authoritative answers. I found the people who work for her to be just as responsive and helpful. Not surprising that good managers build good teams. I’m glad to have my retirement savings at IRA Financial.

Sam is amazing. He helps me process my application and facilitate everything. Thank you

Great communication throughout from Maria at IRA Financial. While processes like this can be difficult, she was able to make it as smooth and seamless as possible with so many moving parts. Would highly recommend!

They were extremely responsive. Maria was very thorough and a great communicator and I was sold right then knowing I could call anytime and get a real person with real knowledge. They work fast!

They made the experience so easy! Every person was very attentive and in tune with what I needed to do. Jenn, Maria and others in the background are amazing. Will be referring all of my clients to them as a very good financial option. Excellent Team!!!!! Just a very great overall process!

I am early in the process, but so far everything has been great.

Getting a hold of someone in your office is very difficult. Have not be able to reach anyone there anytime I call.

Very well organized and helpfull

Communication with IRA Financial was not easy, most of the the time I couldn’t get the right person, not available, not picking up the phone. Maybe investors need to be computer smart then your system may be good for them .I Didn’t have a good and easy experience. If I can get connected to someone they are all very good.

Elite "Echelon" is my favorite product. The beginner friendly aspect is a plus not forgetting the numerous resources. Better than this service for real

I am totally impressed with the professionalism and efficiency of everyone I have interacted with at IRA Financial.

From the beginning the website was clear and received great support from multiple people at IRA Financial. I would recommend their offerings and services…

Response time was great