Brian is very responsive and walked both us and our convertible holders through every step and detail required, making it easy.

She listened and got it resolved

I had an issue with completing the yearly valuation form. Nancy V was able to sort it out for me and resolve it quickly.

IRA Financial has been responsive and timely in communications and transactions, investments and reporting. Knowledgeable staff, Lindsay, Eduardo Cintron come to mind, but each department is staffed with professionals that can take the administration hurdles for you. Solid advice and counsel re: compliance for self-directed IRA.

I just called in and spoke with Customer Service Rep Nancy Ventura about a billing issue. Nancy was courteous and professional. She consulted with a supervisor and then quickly fixed the issue to my satisfaction. The experience was calm and reassuring. IRA Financial has good people working in customer support.

I'v been with Financeal Trust for 14 years and have always got quick response and easy to follow guidnace to answer my question.

Brian & Morgan were phenomenal to resolve a challenging timing issue to support a 1031 funding deadline; saving my credibility with the seller. Thanks for being good listeners and going the extra mile.

Isaac was very helpful, efficient and professional while helping me update my email in the system. He is an asset to the company.

Great customer service, very responsive and willing to assist. Very knowledgeable and able to help guide me through timelines processes and additional documents required love the flat fee model too!

We had a very unusual situation with our SD IRA account two years after closing the account due to an investment failure. Becky was incredibly helpful in processing everything so that we could deposit a check made payable to IRA Financial Trust and transfer the proceeds to a standard IRA account. All communication was prompt and courteous. It was clear from the very beginning that her goal was to help us easily navigate through the entire process.

Nancy Ventura understood what I needed, was able to do what I requested, patiently waited on the phone while I completed a form and verified it was submitted,

I had a great experience working with Nelza. She was very informative, and if she didn't know something, she knew who to communicate with and/or have me speak with to get the answer. There was a lot of steps to go through in this process, but I was never waiting on Nelza and IRA Financial, if anything they were waiting on me to complete my steps to move forward. They have a great product, fair pricing, great service, and enjoyable to work with. Thank you so much for your help!

I had concluded that the concept of excellent customer service had gone out the window. These days, I have to check myself out of many retail stores and markets, bag my own purchases, and look up my own account - fill in my own details...all under the umbrella of quick - efficient processing. Though there is a time and a place for these options, not all of us are equiped....or quick at doing these things for various reasons. Sometimes, we need a live person who can translate what we need to the right people. Nancy Ventura did just that. I have been an IRA Financial client for several years now and I still don't really know exactly who to go to and for what. I'm in the middle of a real estate transaction which requires me to take a distribution from my account. I thought I was doing the right thing by making sure I had completed all the correct forms to process my request. Upon following up, it turns out part of my request went to one area to process and the other went somewhere else...Nancy literally walked over to ensure the right people had my request and that I get verified so that I could get my distribution in time. She then called me to followup and make sure everything was taken care of. THIS IS A FIRST!!! and I so appreciate it. Thank you Nancy. May your hard work payoff and may the New Year bless you with much success.

It was very difficult to sign into my account, and even more difficult or impossible to reach a customer service rep on the phone. But I did reach an extremely helpful new account rep on the phone by the name of Jackson Beckett. He went above and beyond to help me solve the problem

Nancy was very helpful making sure my transfer paperwork was in the system and ready to be handled. She cared and followed up as promised. That’s why there are 5 Stars. I do feel the company needs to review their systems to make them more user friendly as well as more timely.

Nancy was patient and very helpful in addressing my log-in matters and assisting me with my year end valuation form.

Nancy Ventura was very helpful, answered all of my questions clearly, and made my next steps in the process clear.

IRA Financial need be chance your policías that afectados the customer rights, they not process on time the transfer funds , with unreasonable delays, that affect the economy of customer in lost of investment opportunities. Is inaceptable this situation continúe with no solution.

Terrific follow-through and execution of a complex transaction regarding my annuak withdrawal from my IRA Required Minimum Distribution. Great service by staff members. David Kaye, Hollywood, FL

Brian Enger did great job working with me with problems filling out deposit and distribution forms. He seemed very knowledgeable in answering questions and communicating with others to correct the issue. Thanks so much Mr. Enger