"Great customer service"

Great customer service! Even though there are many departments, they respond quickly and get you connected with the correct person who can walk you through the issue. The app is great, the fees are reasonable, and the educational modules on youtube are an added plus. I am glad I chose this company for my self-directed IRA.

"Overpromise"

Overpromise, underdeliver. Many a great company have been built that way. The "2-4 weeks" to get going was a joke. You need one single point of contact to work with clients.

"Getting anything done with IRA…"

Getting anything done with IRA Financial is a really slow process, they take much longer than they say they will take and require constant follow up to get anything done.

"This is a great company with a great…"

This is a great company with a great flat rate for crypto Roth’s. I thought that iTrust was the only real option, but this has been a better offer in regards to fees. I talked often with their staff in the transfer process and they were always super helpful. Very pleased even when things weren’t as smooth with my spouse’s transfer they worked hard to get it through.

"At first there was some difficulty…"

At first there was some difficulty getting the proper paperwork done. This was mostly because I was not used to that kind of dealing.
Now everything works very smoothly. I am very pleased.

"I highly recommend IRA Financial Group"

I highly recommend IRA Financial Group, the back office operation people were very responsive and helpful. Its hard to find good customer service these day and IRA Financial Group passed with an A+.

"Poor, slow, unresponsive customer service"

Calls for customer service never answered, just voice mail. Sometimes no return call and when call is returned it is rarely within one business day. Issues rarely resolved, often passed around to folks who end up passing me back to original person. Its too bad, the first 6 months of my account at IRA were pretty good, phones answered by personal rep familiar with my account. Now you seem to have traded high volume for goo customer service.

"Terrible experience"

Terrible experience. Terrible customer service and follow through. Still dealing with people only through emails and after 7 to 10 communications no one has yet to reach out and try to clarify the situation.

"virtually no support"

virtually no support. calls not answered.
follow up? no...

"Very good customer service"

Very good customer service. I wished Gemini would emulate.