My questions were fully answered, and there was a followup email that summarzied the process I needed to follow to accomplish the task. That was very important. The staff person answered my needs and... Mehr ansehen
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
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
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
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
2015 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
Most everything about working with IRA…
Most everything about working with IRA Financial has been positive. I have been using them as SDIRA custodian for 7 months and made 7 investments. Customer support has been good (most recently Morgan A). Web site is decent. My only complaint is how long it takes to get an investment through the IRA Financial process. A private investment that I do outside of my IRA typically takes about 2 days start to finish. With IRA Financial, the same investment might take 2 weeks.
4. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your experience and for trusting IRA Financial with your self-directed investments. We’re glad to hear that your experience with our team has been positive, and we’ll be sure to pass along your kind words to Morgan. We also appreciate your feedback regarding investment processing times. We know timing is important when pursuing investment opportunities, and feedback like yours helps us identify where we can continue improving our processes and overall client experience. Thank you for choosing IRA Financial!
Suvie F is a rock star!
I had been struggling for weeks to complete a transfer between another bank and IRA Financial. Suvie initiated a 3-way call with the other bank and tirelessly worked with them for OVER AN HOUR to get it completed. Her calm demeanor kept my frustrations in check as the other bank kept having issues on their end. It wouldn't have happened without her. Thank you, Suvie!
4. 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 Suvie 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.
Excellent Customer Service Reps
The ladies(Morgan & Brittany)that answer the phones are always pleasant, knowledgeable about technolog & helpful. Morgan A was very helful &patient with me when I called. She walked me thru everything I needed to do. If one way didn't work, she found another way. She spent 40 mins with me. I was so apprecative of her time, knowledge & patience. She made the process quick & easy. She made some really good suggestions for me so that I don't have to do all the little things that stress me out. Excellent customer service from Morgan A/
3. 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.
Got great help logging in but maybe I…info
Got great help logging in but maybe I didbt ask right question, How much is my account making
3. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your feedback! We’re glad our team was able to help you get logged in. We also want to make sure you get the information you’re looking for regarding your account and its performance. Please reach out to our team with your question, and we’ll be happy to help point you in the right direction. We appreciate you choosing IRA Financial!
Morgan A. is excellent
I've had some communication issues with IRA Financial, but both times it was resolved when I spoke to Morgan A. She is excellent. She explained what went wrong and got me back on track. I'm very grateful for her assistance.
3. August 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Morgan. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Suvie S was very responsive
Suvie S was very responsive. Thank you.
3. 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 Suvie. We truly value your support.
Friendly and thorough service
Morgan was friendly patient and thorough in addressing my questions.
3. 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 Morgan 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.
Morgan was very helpful and polite!
3. 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 Morgan 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.
Tamara did an amazing job at guiding us…
Tamara did an amazing job at guiding us through the ROBS setup. She made it easy for us!
31. Juli 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 Tamara. We truly value your support.
As the PR for a family member's estate
As the PR for a family member's estate, I had to locate several LLC documents to conduct a real estate transaction. I reached out to IRA Financial to request the documents and received excellent prompt and courteous service. Jenn B. responded to my inquiry within one day and provided exactly the documents that I requested, along with other important, detailed information. Very much appreciated. Thank you Jenn B.!
14. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Jenn. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Tamara made my experience a seamless…
Tamara made my experience a seamless one. She was there to help with any concerns I had as well as answering my rhetorical questions!!
She made me feel very comfortable with this process.
29. Mai 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 Tamara 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.
Morgan A was outstanding
Morgan A was outstanding. Handled every question completely and made sure I had the right answers
29. Juli 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.
Brenda Benning Rocks!
Just had a great experience with Brenda Benning, Investment Specialist. She was very helpful and knowledgable in helping solve my issues. Went the extra mile. Folks like this are making a difference for their company. Thanks again Brenda!
28. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Brenda. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
IRA Financial is great!
IRA Financial is very helpful and responsive.
29. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
Morgan was great
Morgan was great, friendly and knowledgeable, had a personality that made me feel comfortable. Gave me clear, efficient direction with a smile.
29. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Morgan. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Morgan A was professional
Morgan A was professional, and answered my questions promptly, helping me to get everything set up.
27. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Morgan was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
Macey Klages was very helpful
Macey Klages was very helpful. She was clear, concise, and very professional. At the same time, she also had a friendly and informal tone.
27. Juli 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Macey. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
very informative and professional
very informative and professional - Morgan A
27. Juli 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 was very friendly and helpful
Morgan was very friendly and helpful. She was able to answer all of my questions and point me in the right direction.
23. Juli 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.
I am with IRA Financial since about 2012
I am with IRA Financial since about 2012. Adam Bergman and his team provided an outstanding service within all these years. I am very grateful and happy to work with IRA Financial. I would suggest to family and friends joining IRA Financial to get started with their outstanding financial products and enjoy the impeccable service.
8. Juli 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 you have consistently been provided a great experience. We appreciate your support and look forward to working with you for years to come.
So funktioniert Trustpilot
Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.
Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.
Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.
Hier finden Sie 8 Tipps für das Schreiben von Bewertungen.
Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.
Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.