If I could give this company zero stars I would. Their customer service is abysmal. Six months ago my wife began the transfer of her IRA custodial account to IRAFinancial. She was told that the transfer would take three to four weeks. We have completed every form and submitted every document they asked for, yet the transfer is still not completed and they do not respond to emails or phone calls. Stay away from this company.

Nancy listened to my request and communicated my options clearly and made the entire process easy and fast.

Working with "Maria Esposito, ROBS Specialist" was a great experience- I liked how she handled my case. She knows the process. Everything is done very transparently.

IRA Financial Group has been wonderful to work with. I have worked with them to buy a small business under the ROBS program, and it has been a really good experience. Nelza is my assigned advisor, and she is very responsive, knowledgeable, and PATIENT (very necessary with me, lol). I appreciate the ongoing consultation and the attention to detail provided.

I was able to complete my ROBS with ease thanks to the IRA Financial Team. The process was simplified by their professionals and made smooth with an efficient process to complete. Thank you!

IRA Financial Group has been great for us! Just had a great online chat experience with Dean. Super helpful and just the way you'd expect service to be!

Brian with IRA Financial Trust was able to help me get into my account and give me advice on how to process my IRA Financial LLC Valuation. Very good service, very good people, highly recommend them!

I worked with Nelza to set up my ROBS, and she patiently helped me understand the intricacies of the structure, as I had so many questions.

Nancy Ventura assisted me through chat and I got all the guidance I needed to accurately file the annual report. She made it quick and painless!

Quick and very helpful advice

The team is responsive to our needs andI appreciate the ease in scheduling appointments.

The rep that helped me took her time to make sure all my questions were answered. I did not feel rushed or uncomfortable in any way. I feel like the rep really cared about my situation and wanted to help me. Thanks Nancy Ventura. Your help was appreciated.

We have been with IRA Financial about 10 years now. Every time we need assistance, all staff members are impeccable with detail, patience, and follow-through. We are very grateful to have found IRA Financial and very grateful to all personnel within. Today, with Isaac's help, we were able to update some information. Isaac helped get this done with ease.

IRA Financial has always responded to my questions fast and accurately. I don't have a lot of questions but when I do I can rest assured they will be met by a friendly person.

Morgan was incredibly helpful to my financial advisor and I when we called. She was polite, friendly and efficient.

Instructions are ambiguous or non-existent, customer support takes quite a while for a response, and answers from customer support are very brief and more ambiguous.

Lori Schmidt-Wog provided information on liquidating funds and transferring it to another account. She was a tremendous help in walking me through the entire process. Lori was very professional and patient in her support. I am very confident in moving forward after my discussion with Lori.

Morgan is the Bright Light in their South Dakota building. She was able to answer questions, direct me to forms and try to help with difficulties of dealing with thsi firm. She has a contemporary, Luis, who is over in the outgoing transfers area that is similarly inclined. Both were very helpful in advising what forms were necessary to get out of the Trust. I'm indebted to them.

Great customer service. Very accessible to ask questions. Both Jennifer and Maria are super knowledgeable, helpful and receptive.

Nancy Ventura was so helpful! Appreciated being able to log onto a chat help and have an issue/question quickly resolved.