Adam has assembled a very knowledgeable, competent and friendly team

Staff needs to do a better job of communicating and providing updates/guidance, rather than defer to the customer to follow-up. Otherwise, hard to argue with product.

I found IRA Financial when I was determined to take mastery of my own retirement and get it out of the hands of the bank that had failed to grow it for 20 years in stocks. I thought for sure there must be a way to invest my retirement in something I personally understand - real estate. IRA Financial answered all my questions to help me get setup, reassured and guided me when I met challenges in the process (not all banks are cooperative - esp when THEY want to control your money), and continues to answer my questions, today. If you're ready to be the master of your own retirement investments, IRA Financial is a fantastic authority to lean into.

Very quick to respond to questions. Excellent communications with Gemini holding crypto investments.

IRA Financial simplified the process of opening an account that gives me greater control of my finances and helps put an added layer of protection between my finances and a greedy government. Thank you IRA Financial.

Great friendly service by Lisa. Promptly answered questions and told me exactly what steps I needed to take

Wonderful customer service and very easy to work with Gemini!

Simplified, economical, all the things investing should be, especially in the digital age.

IRA financial trust was the only option I saw to invest my 401k rollover into a crypto exchange. I wanted to avoid the tax headaches of a self directed IRA checkbook account and also wanted the flexibility to hold my crypto in my hardware wallet. (This requires emails and more steps) My account on Gemini is officially tied to IRA Financial Trust (FBO me) so I can’t directly access the funds without going through IRA FT. While this entails more steps it probably would be safer in protecting my funds.

Precise, responsive, once things are set up it's a breeze.

Great customer service! Even though there are many departments, they respond quickly and get you connected with the correct person who can walk you through the issue. The app is great, the fees are reasonable, and the educational modules on youtube are an added plus. I am glad I chose this company for my self-directed IRA.

Overpromise, underdeliver. Many a great company have been built that way. The "2-4 weeks" to get going was a joke. You need one single point of contact to work with clients.

Getting anything done with IRA Financial is a really slow process, they take much longer than they say they will take and require constant follow up to get anything done.

This is a great company with a great flat rate for crypto Roth’s. I thought that iTrust was the only real option, but this has been a better offer in regards to fees. I talked often with their staff in the transfer process and they were always super helpful. Very pleased even when things weren’t as smooth with my spouse’s transfer they worked hard to get it through.

At first there was some difficulty getting the proper paperwork done. This was mostly because I was not used to that kind of dealing. Now everything works very smoothly. I am very pleased.

I highly recommend IRA Financial Group, the back office operation people were very responsive and helpful. Its hard to find good customer service these day and IRA Financial Group passed with an A+.

Calls for customer service never answered, just voice mail. Sometimes no return call and when call is returned it is rarely within one business day. Issues rarely resolved, often passed around to folks who end up passing me back to original person. Its too bad, the first 6 months of my account at IRA were pretty good, phones answered by personal rep familiar with my account. Now you seem to have traded high volume for goo customer service.

Terrible experience. Terrible customer service and follow through. Still dealing with people only through emails and after 7 to 10 communications no one has yet to reach out and try to clarify the situation.

virtually no support. calls not answered. follow up? no...

Very good customer service. I wished Gemini would emulate.