The chat was helpful. It seems I have two emails but only one shows the entire account. Technical issues prevented me from getting my 1099R She was able to work it out...However the company still has issues. The process for sending in money for deposit and then getting a check back out is not seamless. I had filled out the form for deposit, but my check was in transit. The check arrived and was cashed; however, when I called weeks later, looking at my disbursement, I was told that the check had just arrived. I have not yet been able to figure out how you cashed a check that hadn’t arrived. :)

I cannot stress enough how terrible my experience has been with IRA Financial from the very beginning,It was a nightmare. The customer service is practically non-existent, AND when i did manage to get a response, it was unhelpful and dismissive .I already shifted my focus to another platform like -Vs trading, they have been so consistent so far and customers service are super responsive .

Kudos to Tamara Perez (Entities & Compliance Department Supervisor). She is consistently responsive, knowledgeable, and diligent in providing answers and guidance on my SDIRA/LLC questions and issues.

Great Service The response was great, i had some hiccups and employees were friendly and quick to respond and make sure i understood and had all questions answered. They made sure i was comfortable with the process.

Morgan was incredibly friendly and answered my questions in detail. She was great at making sure that I didn't have any follow-up questions at the end of the call.

Understood what I was looking for and provided step by step information that was clear.

After years of great service from IRA Financial we have had to change to another company for undisclosed reasons. Eric Vant Hof was expedient, friendly and very helpful in the process of closing our account. I expected some push back as frequently happens as a result of this kind of process, but to the contrary, Eric was positive and professional. Thank you Eric!

I decided to invest a farmland by using my self directed Ira LLC after I won a farmland auction bid and time from this decision to closing only 3 weeks. I got great supports during these short period of time from setting up the LLC to fund transfer from Tamara and her team, Alex and her team and costumer service representatives. Their expertise, dedication, thoroughness, diligence, accountability, and high quality work enabled my purchase closing on time. I really appreciate all their help and glad I made a right choice to work with IRA Financial Group for investment.

I have extraordinary difficulties communicating with someone and have been unable to recover $44,200 the company will not release.

Like most great experiences, they all start with the people. My experience thus far entails the ROBS setup process. First, I like IRA Financials' approach of paring the client (me) with a representative (at least for the ROBS setup). I was extremely lucky to have been paired with a great individual (Nelza) who walked and worked with me throughout the entire ROBS setup process. She was knowledgeable, experienced, patient, and possesses great customer service skills. She is definitely an asset to any team. To top things off, I had the need to complete the process by a certain date due to a pending transaction. Nelza was able to assist me not just to complete the entire process thru funding, but more importantly within the tight deadline. Thank you Nelza, I look forward continuing to work with you in the future. I am truly a satisfied customer at this point, and have great expectations for a continued and ongoing relationship.

I really would like to have given a 5-star rating; however, during a recent assets transfer to IRAFT, the Transfers Dept staff fell on their sword. After several contacts with them - and several wrong answers - I asked for a Manager. Samantha Scholten listened to my dilema, took immediate action with my former custodian and within IRAFT, and - problem solved. My many thanks!

Fast and quick !

It is very difficult to get someone to answer their phones this time of year I don't like the customer experience ..I have written several letters asking how to put my account on hold and left my phone number and all I have been told is we are extremely busy .. I would like to cancel my service with this IRA Finacial because the customer service experience is a (F)....No one to talk to personally and no one will returned tour calls... They are extremely too busy to help anyone so why signed up with them..Once they get you signed up they put you on the back burner ..It's like I got you !! Now it's time to get someone else and put them on the back burner and they keep repeating the same process

Eduardo R. Cintron has been very helpful on all details in the establishment of my new account!

Nancy Ventura was very professional, helpful and patient. I hope to be able tyo work with her in the future. Dwain Mathers

Jennifer, Nelza, and team know what they are doing and are super helpful. Their communication is quick and on-point. Hearty recommendation from someone who doesn't give out many.

Morgan was very helpfil.

Lori Schmidt-Wog understood what my concerns were and explained the reasons why I filled out a certain form.

Very poor communication. I still am waiting for a response from Joshua or the account transfer department on if my forms are correct and if they have been sent. Currently on week 3 of trying to transfer a account. My current trustee account does not show any process on this also. So far communication is just lacking.

Great Job! Everyone has been extremely helpful to work with! Will definitely be using your services again and recommend to others.