IRA Financial

Money & Insurance
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646 reviews
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Customer Reviews about

IRA Financial

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G Joh

1.00/5.00

"These 5 star reviews are fake! Do not work with this company!"

Do not open account. Fees are about $500 a year for a simple crypto SDIRA and they charge you $300 to close your account! What a scam. Now that banks can custody crypto this company will probably go under.

18/02/2025

Reza

5.00/5.00

"Working with IRA Financial"

Working with Caper was great and thanks for Cindy's help to finalize the process.

15/02/2025

Alisa Pasciuto

5.00/5.00

"Michelle was great!"

Michelle answered all my questions and sent me the forms I needed to rectify my concern.

15/02/2025

Gary

5.00/5.00

"Brenda Benning did an outstanding job…"

Brenda Benning did an outstanding job helping me from start all the way to purchasing a red D offer that wasn't simple.

Tremendous technical and customer service job, Brenda!!!

14/02/2025

Diner Aldeus

5.00/5.00

"Greatest of all time"

I had the pleasure of working with Nancy Ventura at IRA Financial, and I couldn't be more satisfied with the service I received. She was incredibly helpful in locating my 1099-R, demonstrating professionalism, efficiency, and a genuine willingness to assist. Nancy made the entire process seamless and stress-free, ensuring I had everything I needed in a timely manner. Her knowledge and dedication to customer service truly stood out. I highly recommend Nancy and IRA Financial for their outstanding support!

14/02/2025

Sagar Gattapally

5.00/5.00

"Eric Vant Hof has been helping out…"

Eric Vant Hof has been helping out wherever and whatever needed for these past few days during the account creation process. His messages/instructions were well formatted and helpful through the process.
I appreciate Eric's assistance very much and look forward to continuing our collaboration.

14/02/2025

Rick Zeeb

5.00/5.00

"I'm a newbie.."

I'm a newbie... and the response I was given to my questions was simple and yet comprehensive. It REALLY HELPED me move forward. It was also quick...

14/02/2025

Ray Massie

5.00/5.00

"Quick"

Michelle was quick, friendly and accurate. Exactly what you want and need.

13/02/2025

David

5.00/5.00

"Nancy Ventura was extremely helpful…"

Nancy Ventura was extremely helpful and patient as she walked me through a procedure for completing a form on the IRA Financial site. She provided excellent customer service.

13/02/2025

Kevin

5.00/5.00

"Nancy was exceptional and assisted me…"

Nancy was exceptional and assisted me with every request.

13/02/2025
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