Maria Esposito was a great help! I was a previous client of IRA Financial (2017-2022) and needed support for a tax filing that my tax preparer was working on. Maria took the time on an unscheduled pho... 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
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
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
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
2016 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 93 % 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
Avery - he's terrific!
Avery is a pleasure to work with. He is the living example of a "human" that takes personal AND professional responsibility in providing the customer care that so much of us deeply appreciate and desperately need. His commitment to excellence and decency does up on every one of our communications. HR good job with this pick👍👍👍
26. Juni 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 Avery 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.
Macey was incredibly helpful and very…
Macey was incredibly helpful and very patient while explaining the concerns I had regarding my account. She stayed on the phone throughout while I was on the website troubleshooting and was super friendly the entire time. Incredibly knowledgeable with Excellent customer service! IRA FINANCIAL is lucky to have her!
26. Juni 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 Macey 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.
Rhiannon P and Morgan A made the…
Rhiannon P and Morgan A made the transition very smooth. They were very professional and knowledgeable. Thank you!
25. Juni 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 our team. 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.
Customer service
Macey K answered all of my questions thoroughly and professionally.
25. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We appreciate you taking the time to share your experience. It’s great to hear everything went well, and we’re grateful to have you as a client. Thanks again for your support.
Fraudulent billing and aggressive collection tactics
I contracted with IRA Financial to draft my business 401K retirement plan. They initially did a good job and were available for communication. After that, they charged me a $199 fee/year to oversee the plan, add any new requirements and file the 5500 form. They never filed they 5500 form. Communication was broken, emails I had no longer worked. Then, they abruptly and without notice doubled their fee. They have provided NOTHING in terms of addendum to the plan and never filed a 5500 form. I asked them repeatedly to stop billing me yet they claim that without using them as the administrator , the IRS will consider my plan invalid and that they will not stop billing me. I verified with IRS that this is not true and I can be my own plan administrator (I have been filing the forms all these years). They are now employing aggressive collections agencies to harass me.
25. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for taking the time to share your feedback. We're sorry to hear about your experience and understand your frustration regarding communication, billing, and your plan administration.
We've escalated your comment internally. Please contact our Director of Client Relations at mflenard@irafinancial.com so we can discuss your account directly and work toward a resolution.
The IRA Financial customer service team…
The IRA Financial customer service team is very knowledgeable in all areas of the self-directed retirement space. They are always gracious and provide impeccable support with whatever question you may reach out to them with. A pleasure to work with.
25. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that our team 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.
Every time I call IRA Financial the…
Every time I call IRA Financial the staff is consistently friendly and helpful. Speaking with Morgan A today
proved it once again. Thank you!!!
23. Juni 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.
IRA Financial has been excellent in…
IRA Financial has been excellent in helping with our startup funding, the entity formation process was smooth and efficient. If you have retirement savings from traditional custodians, the process would be more straightforward and less challenging than the custodian from newer FinTech companies. I’d still recommend IRA Financial. Thank you, Nelza, for your hard work!!
22. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Nelza helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Knowledge and cordial.
Morgan A, was very helpful. with Knowledge and is cordial and patient.
22. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for your kind words! We’re happy to hear you had a positive experience and appreciate you being part of the IRA Financial community.
Maria the best
Going through this process you will need someone who you feel like is a teammate & a accountability partner. Maria Esposito is 1 of the ones. She is very knowledgeable follow up with you & want to see you & your business plans win. If you are blessed enough to work with her trust & believe your business structure, ideas & plans are in good hands.
19. Juni 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 Maria 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.
ROBS education and process facilitating.
My experience with IRA Financial has been great because of Nelza my IRA ROBS advisor. Nelza has been very helpful supportive and extremely knowledgeable on the ROBS process with me. Nelza has also been very available to my call requests.
IRA Financial is doing very well with have a very certified, reliable, friendly and knowledgeable staff to make the ROBS process easy and reliable. IRA Financial also has very good informational videos on ROBS.
Mike Belisle
18. Juni 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 Nelza 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.
The team was the best part
The team was the best part. Maria was able to get me through to a successful funding of my start up as of yesterday. It is a complicated process and she knows exactly what needs to be done. Thank you!!!
18. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Maria 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.
Simple and smooth
18. Juni 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 courteous
Morgan A was courteous, knowledgeable, and walked me through the process for what is actually called a “Partial Liquidation” rather than a “Distribution” dealing with my non-spousal inherited IRA. It is always nice dealing with people who know what I’m talking about!
17. Juni 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 a true delight to work…
Morgan A was a true delight to work with. She cleared up my concern quickly and thoroughly. Great customer service!
17. Juni 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.
Because the website was updated I just…
Because the website was updated I just needed confirmation that my withdrawal request was performed correctly. Very friendly and helpful.
16. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
We're glad our team was able to help you! Thank you for your kind words and taking the time to leave us a review.
Morgan A was patient and very helpful!
16. Juni 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 did a great job.
Morgan did a detailed analysis of my problem to get my funds transferred to me in a timely manner. She got the results I needed!
12. Juni 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.
Thank you IRA Financial!
They did a great job getting my very complicated ROBS structure and documentation set up properly. Timely, friendly, and at a great price! Entities & ROBS Specialist, Maria Esposito especially went out of her way to make sure that all of my questions were answered and all of my concerns were addressed quickly and professionally. Looking forward to using IRA Financial as a vendor for years to come!
8. Juni 2026
Bewertung ohne vorherige Einladung
Antwort von IRA Financial
Thank you for the kind words! We’re thrilled to hear that Maria 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.
Morgan was very helpful and pleasant!
12. Juni 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.
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