"Rep was great"

Rep was great. However you guys lost my documents. Closing account.

"IRA was a great partner from the beginning."

IRA was a great partner from the beginning in setting up my business - what differentiated them was the setup fee (which was great compared to competition), and response time to address questions/follow-up as needed (via scheduling for typical response within a day). From the moment I interacted with Jennifer Dann, who was prompt and available to answer questions per above to Maria Esposito who handled the transaction, explained/narrated the process clarified numerous questions and setup the entity to even assisting with transfer of funds, it was overall a great experience. Only hiccup was they don't include tracking info on wire transfers (you have to ask) and I discovered it didn't happen as thought. Once I followed up, the team was very responsive in resolving in a day or two. I look next to setup my self-directed IRA funds. Overall a great experience...

"help with deposit and distribution"

Nancy was very knowledgeable and responsive
our chat was interrupted and withing seconds, Nancy called and in our phone conversation answered all my questions and corrected an issue that needed correction

"Outstanding Service from Maria Esposito…"

Outstanding Service from Maria Esposito at IRA Financial!

I had the pleasure of working with Maria Esposito from IRA Financial, and I can confidently say that her service exceeded all expectations. From the very beginning, Maria demonstrated exceptional professionalism, knowledge, and dedication in handling the transactions for my company.

She was always available to answer questions, provided clear and thorough explanations, and ensured that every step of the process was smooth and efficient. Her attention to detail and commitment to customer satisfaction truly set her apart. Thanks to Maria’s expertise, we navigated the complexities of our transactions seamlessly, giving us peace of mind and confidence in our financial decisions.

I highly recommend Maria Esposito and IRA Financial to anyone looking for top-tier service and expertise. She is a true asset to the company, and I look forward to working with her again in the future!

Thank you, Maria, for your outstanding support!

"Kimberly and Becky could not have been…"

Kimberly and Becky could not have been more patient and helpful. They took me through the allocation process step by step and there follow up was exceptional.

"Prompted response"

Prompted response

"Morgan was very friendly and responsive."

Morgan was very friendly and responsive.

"Eric from Compliance help me open a…"

Eric from Compliance help me open a Coinbase Prime Account and was very patient and went above and beyond what he had to.I could of never opened it without him.Returned calls and emails quickly.

"Great Service"

Great Service
IRA Financial Group staff provide outstanding service. Highly recommended specially for people without experience in financial fields .Today I had a couple questions about my plan and Dean Ricks got my answers in no time.

"Responsive answers and giving tips on…"

Responsive answers and giving tips on how to deal with the banks to open an account which can be tricky. Thank you!