I was processing an RMD after my father passed away and IRA Financial was responding slowly; however, I escalated to Brian and he did a great job of seeing the transaction all the way through.

I had an outstanding experience with Kimberley Powell, an Account Specialist from the Full-Service Team at IRA Financial. Kimberley demonstrated exceptional professionalism and dedication throughout every step of my fund transfer and investment finalization process. She went above and beyond, being incredibly responsive to time-sensitive transactions and ensuring I had clear, step-by-step guidance at every stage. Her attention to detail was evident when she followed up to confirm all paperwork had been successfully received. This level of customer service exceeds expectations and sets a benchmark for excellence. Overall, I’m extremely satisfied with the experience and delighted to be partnered with IRA Financial for my retirement planning needs. Thank you, Kimberley, for your remarkable support!

Been using IRA Financial for almost 4 years now. These people have a human touch. Most recently Brian helped me a lot navigating transfers.

Great company! Well organized and always available to help!

Brian Enger is an excellent customer representative Thank you for your quick and efficient service to my account,

I have been with IRA financial for the last 2 years. It’s been a great experience overall. Everyone is very responsive and responsible. My recent interactions with Eduardo regarding BOI reporting were so much positive. He is very kind and helpful. Overall very happy to be associated with them for my retirement needs

You make things difficult for me. I've been trying to get my money transferred, but I didn't know it all had to be cash. Now I have liquidated everything, I need a new form to submit. I have requested such but haven't heard back in 2 days. I know it is the holidays, but. . .

Upfront and honest people..

Answered all questions, opened account quickly.

I’m a HUGE IRA Financial Group fan. I’ve been a client for about 10 years and referred a number of friends and family for various self-directed retirement products. Huge props to Casper on the sales side, always a wealth of info and assistance. Recently, I dealt with Jennifer on some ROBS questions and also with Dean on some entity/compliance matters. I always get clear and informed responses from the staff. Having been involved in many types of businesses myself, I know the value of good leadership and the importance of company culture for long-term success. Adam Bergman, you are clearly running a great company serving thousands of clients that are happy like I am. Keep up the great work and I wish the entire team Happy Holidays and New Year for 2025!

Customer service is awful. No one ever is available. I wish I had never done business with this company.

El interés y la atención de lo que uno desea hacer. Eso hace que yo tenga la confianza para preguntar cualquier duda.

Lori Wog went above and beyond to make our experience easy and painless. Employees like Lori truly make a difference when in comes to customer service. Lori took a difficult situation for us and turned into something that was manageable and easy. Lori should be recognized for her dedication and professionalism in her field of work.

Communication could be a bit better with new account setup.

Nancy Ventura provided me with excellent amd professional service as she patiently walked me through the process of transferring assets. IRA Financial Group has always been helpful in navigating me through the complex world of handling a checkbook IRA for a reasonable cost

The IRA Financial team is a great ROBS facilitator. Their ROBS team of experts (Maria) helped my company walk through a step-by-step guide and a yearly checklist to stay compliant. I couldn't have done it without them.

Nancy Schmidt-Wog was extremely helpful and knowledgeable. She explained my error on the form and how to correct it. She answered a few other questions and was pleasant and patient throughout.

Every time a call and no matter whom I'm speaking to, everyone has been helpful and resourceful. It feels like receiving first class service. Thank you very much for the great quality of assistance: Jennifer Dann Brian Enger Jenn Benitez Asa Moring

Nancy was extremely knowledgeable and patient. She was able to answer every single question that I had on the forms that she was assisting with and beyond. I also much appreciated she got approval from the crypto side manager to waive the $250 processing fee. Thanks much Nancy!

The representative was knowledgeable, efficient, helpful and polite. Business was conducted very efficiently.