Our representative, Dee, was so helpful. Very patient with all our question and directions for the customer portal. Very refreshing to have someone so kind clear spoken.

Nancy Ventura was so helpful on my recent call. She was patient awaiting my email to make sure that the IRA Valuation was received. The file was sent to the valuations department originally on 1/14/25 and sent back as "cannot open file" on 1/21/25 )please not it was to be filed by 1/15/25). I re-scanned the file and sent it back on 1/21. I called numerous times at the valuation extension over the last few days and have yet to receive a call back. Nancy was able to handle the situation within minutes with professionalism.

Tamara was very knowledgeable, helpful, and professional. She was very prompt in getting me the requested information.

I use the chat feature online. Everyone is very helpful and pleasant. I have never had a bad experience using the online chat.

Morgan A. provided exemplary service to me on two occasions now. Morgan not only responded promptly to my messages, but she phoned me to follow up twice to discuss the solutions she would be providing. It doesn't get any better. than that when you are a client in need of assistance!

Nancy Ventura is super helpful, got all questions answered.

Brian Enger was great in helping get my transaction expedited!

Morgan was very thorough and answered all my questions. She even gave me additional information to help me. Morgan is very pleasant and knowledgeable.

Lori, was very helpful and patient with me during an evaluation. Her knowledge helped me make some good decisions. This is my first call into IRA Financial for advice. Wish I would've called sooner.

Morgan Appeldorn was friendly, efficient, helpful - everything you expect from customer service.

Nelza has been wonderful to work with personally every step of the way. If she was not available, the rest of the staff have been great also.

Morgan was very helpful with my access to my account and was able to answer all my questions with lightning speed and accuracy.

Nancy Ventura was outstanding! Not only did she provide guidance on what forms I needed to transfer funds in from an external IRA, she guided me to the form location and stayed engaged through the entire process. Thank you so much! She even reviewed the submitted forms to ensure I completed the required steps correctly.

I wanted to express my sincere appreciation for Dean's exceptional service. During a recent interaction, I found myself in a stressful situation. Dean not only provided professional assistance but also offered a much-needed personal touch. In today's world of automated portals and impersonal emails, his genuine empathy and understanding were truly refreshing. He went above and beyond by offering to send me documents to simplify the process of opening an account with a different institution. My recent experiences with IRA Financial have unfortunately been marked by a lack of personalized care. Having individuals like Dean and Jennifer on the team brings a much-needed sense of client rapport and demonstrates the importance of human connection in customer service. Thank you, Dean, for your exceptional service

We are new to self directed accounts and this process has been overwhelming to say the least, however, I had the pleasure of working with Lori today and she was AMAZING. She ran around the office to different departments to assist and I am so so grateful. With customer service like that, you can't go wrong. I couldn't be happier with our experience so far. Thank you again Lori!

I have no computer or printer so it is very difficult for me to keep up with the forms required by the government. Eli and the rest of the staff worked hard to provide me with the proper forms and procedures.

Nancy was great, making sure everything was in order. She even made sure to call me back to help me correct an input error on my part. Nancy epitomizes the level of knowledge and customer service I've come to expect when I call in to IRA Financial.

Prompt response to inquiry

Great response and communication

Handled every single thing that I had at issue with a customer service rep named Susan (who deserves a raise) she made what could’ve been a tedious task an enjoyable experience and definitely something I would tell others about if they were in the market for a financial services recommendation. Thank you for being fun! 🤩