I got while glove service right from the start. Every person I interacted with very extremely helpful and efficient. When my transaction was stuck due to a tech issue, Ms. Esposito stepped in and hel... Mehr ansehen
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
IRA Financial has the best customer service of any company I’ve ever dealt with. They never rush you they take all the time you need to solve any problem you may be having. I had some struggles wit... Mehr ansehen
Unternehmen hat geantwortet
Kudos 👏 to Keli P for her extended time on a call to work thru step-by-step complexities with my account real-time...and for Macey K's immediate txt response and attention to detail to confirm those... Mehr ansehen
Unternehmen hat geantwortet
Cindy and Winston provided the support and answers I needed. They were kind, helpful, and quick to reply. As a new client setting up a Solo and Roth 401(k), I needed their help and am happy to give... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Über IRA Financial
Vom Unternehmen geschrieben
The smarter way to invest your IRA or 401(k) in alternative assets
At IRA Financial, we help clients take control of their retirement funds and invest beyond traditional stocks and mutual funds — including real estate, private equity, crypto, and more. Our clients value having direct access to in-house tax and ERISA professionals to help ensure their structure remains IRS compliant every step of the way.Getting Started is Simple
Whether you're diversifying, self-employed, or funding a new business, we provide the structure and support to help you move forward with confidence.Kontaktinformationen
5109 S Broadband Ln, 57108, Sioux Falls, Vereinigte Staaten
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Hervorragend
2014 Bewertungen
Keine aktuellen Aufzeichnungen über Bewertungseinladungen
Dieses Unternehmen hat Kunden in letzter Zeit nicht zur Bewertungsabgabe eingeladen, daher sind die Bewertungen möglicherweise nicht repräsentativ.
Hat 96 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 1 Woche
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Das haben sich andere Leute angesehen
Eric did a great job and provided…
Eric did a great job and provided clear, easy-to-follow instructions. He couldn’t have made the process any easier.
9. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the great feedback! We’re pleased to hear Eric provided clear, easy-to-follow instructions and helped make the process as straightforward as possible. We’ll be sure to pass along your kind words to Eric!
Closing my account
Closing my account. Abject refusal to solve a very solvable problem. Submitted a wire request before noon on Thursday. Only learned the transaction had been canceled Friday when the intended recipient called asking where the funds were. After being on hold and transferred multiple times for over 90 minutes - was told that it was too late to submit a wire request and I would have to wait until next week - even though wire requests could still be submitted for almost 2 hours. This would lead me to miss the deadline for the funding round. Went to my other broker and they sent the wire in about 5 mintues.
4. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We understand how frustrating this situation must have been, particularly with a time-sensitive funding deadline involved. We’d like the opportunity to review what happened with your specific transaction.
Please contact Mark, our Director of Client Relations, directly at mflenard@irafinancial.com so he can look into the circumstances surrounding the request and address your concerns.
Quick solution to navigate the website
Being technologically challenged provided a few chances to click the wrong buttons. A brief talk with Morgan A got me right on track to start and finish the task I needed to complete. Morgan is quick, patient, and pleasant. Thank you Morgan.
4. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the great review! We’re glad Morgan was able to get you back on track and help you complete what you needed to do. We know navigating online processes isn’t always intuitive, so we’re happy to hear her patience and helpfulness made the experience easier. We’ll be sure to share your kind words with Morgan!
She was so helpful
She was so helpful, and guided me in the correct direction..
4. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re glad our team member was able to provide the guidance you needed and point you in the right direction. We appreciate you taking the time to share your experience and thank you for choosing IRA Financial.
Tied up our funds for months
Tied up our funds for months. Said staff changed, then were on vacation. Issuer had to delay closing. Spectacularly incompetent customer service. All emails from anonymous sources.
3. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We understand how significant a delay can be when funds are needed to complete a time-sensitive transaction, and we regret the impact this had on your closing. We’d like to look into the circumstances surrounding the delays and communication you experienced. Please contact Mark, our Director of Client Relations, directly at mflenard@irafinancial.com so he can review what occurred and work with you on any outstanding concerns.
Customer service was knowledgeable on…
Customer service was knowledgeable on the subject and cleared up any confusion I had. Thank you Morgan A.
2. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your experience! We’re glad Morgan was able to provide knowledgeable support and clear up any confusion you had. Making sure our clients have the information they need is important to us, and we’ll be sure to pass along your kind words to Morgan. Thank you for choosing IRA Financial!
Maria Esposito Reviee
Maria Esposito is always responsive and really takes the time to answer my questions (even if they are probably basic).
2. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for recognizing Maria! We’re happy to hear she is consistently responsive and takes the time to make sure your questions are fully answered. No question is too basic when it comes to understanding your account, and we’re glad Maria has been a helpful resource for you. We truly appreciate your feedback!
Brett Dieren helped me added an IRA…
Brett Dieren helped me added an IRA account to my IRA LLC. It's efficient and fast.
31. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the great review! We’re glad Brett was able to help you add an IRA account to your IRA LLC quickly and efficiently. We’ll be sure to share your feedback with him, and we appreciate you choosing IRA Financial!
Competent team, outstanding customer service
My experience with IRA Financial has been stellar. Nelza Martin and the rest of the team took the time to answer my questions and bring custom solutions that fit my needs. I would highly recommend Nelza and the rest of the IRA Financial team!
24. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for taking the time to share your experience! We’re glad Nelza was able to provide the support you needed and make your experience a positive one. We’ll be sure to share your kind words with them. Thank you for choosing IRA Financial!
Maria was greaet
Maria was responsive, considerate, informative and very helpful during the process.
1. September 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We truly appreciate your feedback and are glad to hear you had a positive experience. Thank you for choosing IRA Financial.
Morgan A was so patient
Morgan A was so patient, calm, clear as she walked me through numerous details I needed clarity on, and helped fix issues I was dealing with. It's great to have someone who is efficient and doesnt rush you off the phone.
31. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the kind words! We’re thrilled to hear that Morgan went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
My experience has been wonderful
My experience has been wonderful. The team at IRA Financial efficiently walked me through the ROBS process and kept in consistent communication with me the entire time.
18. April 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your experience! We’re glad your ROBS set up process went smoothly and that our team was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
Very helpful and very quick
Very helpful and very quick
28. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for taking the time to leave a review. We're glad we were able to help you and look forward to serving you again.
Nelza made this process so easy for me
Nelza made this process so easy for me. I did a roll over for business and it was very seamless. I would have liked a little more phone communication because it is a stressful process, but overall, it went very well.
28. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that Nelza was able to assist you along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
My support agent was a shinning light…
My support agent was the most helpful and kind support agent I’ve spoken with at the company in the 5 years of being a. Client. Thank you for being a shining light!
28. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear our team provided a great experience. We appreciate your support and look forward to working with you for years to come.
Morgan
Morgan, has been great. She is on top of everything.
27. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
Morgan A is great.
I called for help with a series of complicated transactions. Morgan A was able to answer all of my questions and handled everything very professionally.
26. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
IRA Financial is just great!
IRA Financial is just great!
Every interaction makes me feel their take me seriously and they are competent. Today, I talked with Morgan. Very knowledgably, responsible, and warm.
25. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear our team has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
I had a problem (user error) processing…
I had a problem (user error) processing a transaction and requested support. IRA Financial's Morgan A and Mark F helped facilitate getting this time sensitive transaction to completion. As or world continues to evolve with AI, it's still great people who get the job done.
24. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the kind words! We’re thrilled to hear that Morgan and Mark went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
I spoke with both Rhiannon and Keli…
I spoke with both Rhiannon and Keli regarding investment issues. Rhiannon spent a significant amount of time explaining important things to do while setting up a new real estate investment—-she is a pleasant and highly competent professional and a credit to your company. I did a follow up call with Keli M and she was also very helpful and capable as well. Because of their help I’m now confident in moving forward with my investment plan!
24. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that our team was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
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