IRA Financial Group enrollment process was easy and streamlined. Though I chose the normal path to enroll as opposed to expedited, their response was within 24 hours and continues to be very responsive throughout.

I have confidence in IRA Financial’s advice. I look at several other sites also, for comparison of advice/opinions. I have watched several of Adam’s uTube videos, and appreciate the straight forward info. I often use that as a starting place for seeking information from other places. The staff are unfailing courteous and helpful. I appreciate the fact that it’s difficult to know everything about every different si5uation, and they occasionally say they will double check with a supervisor and email a definitive answer back, if need be. Just had that happen, and received a confirming email within 24 hours.

Answered all of my questions.

Helpful professionals, especially Brian and new accounts.

The application process was great! Thanks to Samuel Eich! His customer service was phenomenal! When I had questions I would call Samuel and he would explain and walk me through the issue! If this is any indication of the service I can expect from IRA Financial I think I have made the right decision.

Moved my account to IRA Financial Group. Very communicative, easy to understand the steps and get moved.

There are people I can reach out for help. And all the instructions are very clear.

Much more competent and supportive than any other custodian I have worked with, and I have been steadily transferring all my SD_IRA and Solo-k assets to them. They are leaders in this space and continue to innovate in a no-nonsense way at a reasonable cost.

Since IRA Financial Group became a larger company (now called IRA Financial), I feel it has become not just twice as expensive (although to be fair, it's still not a horrible fee), but much less personalized. I used to be able to easily email or call the same contact person to ask questions or resolve issues, but now I deal with a Department and whoever happens to be there at the time. Everyone's been nice, but... I began with a detailed letter describing my needs and questions, but after going through additional document submissions (to update records and receive account numbers), the instructions for the next step were not aligned with my initial letter. I guess some original details were missed, as the case was handled over time, by different people. I had truly hoped to get sound legal advice on my endeavor, but it kind of went sideways. Just dropped the whole thing for now, and will see what my bank associated with my self-directed 401k will say and do.

Erybprofession and timely

Great work everything is weel explained.

Great smoothly application process

The process is time consuming, but each time I call to get help someone has been there to help.

IRA Financial had great online and email follow plus real-live people, who would call me to follow up and who I could call to get technical questions answered for my Solo k. No waiting in line. No being put on hold. It was wonderful

All the representatives I spoke to Gavin, Sam... were always available helpful and patient.

Overall, I was very pleased with the experience. The fees are a bit higher than I expected. But the opportunity to self direct and get exposure to a broader array of asset classes is more than worth it.

Great experience

Everyone was very helpful and helped me with whatever I needed to open my account.

IRA Financial staff helped me through a complicated process and was patient in explaining to me the requirements. When problems with third parties came up, they took the initiative to solve them.

It was awesome experience