"Great organization"

Nelza has been wonderful to work with personally every step of the way. If she was not available, the rest of the staff have been great also.

"Morgan was very helpful with my access…"

Morgan was very helpful with my access to my account and was able to answer all my questions with lightning speed and accuracy.

"Nancy Ventura was outstanding"

Nancy Ventura was outstanding! Not only did she provide guidance on what forms I needed to transfer funds in from an external IRA, she guided me to the form location and stayed engaged through the entire process. Thank you so much! She even reviewed the submitted forms to ensure I completed the required steps correctly.

"I wanted to express my sincere…"

I wanted to express my sincere appreciation for Dean's exceptional service. During a recent interaction, I found myself in a stressful situation. Dean not only provided professional assistance but also offered a much-needed personal touch. In today's world of automated portals and impersonal emails, his genuine empathy and understanding were truly refreshing. He went above and beyond by offering to send me documents to simplify the process of opening an account with a different institution.

My recent experiences with IRA Financial have unfortunately been marked by a lack of personalized care. Having individuals like Dean and Jennifer on the team brings a much-needed sense of client rapport and demonstrates the importance of human connection in customer service.

Thank you, Dean, for your exceptional service

"Lori is AMAZING"

We are new to self directed accounts and this process has been overwhelming to say the least, however, I had the pleasure of working with Lori today and she was AMAZING. She ran around the office to different departments to assist and I am so so grateful. With customer service like that, you can't go wrong. I couldn't be happier with our experience so far. Thank you again Lori!

"Great customer service "

I have no computer or printer so it is very difficult for me to keep up with the forms required by the government.
Eli and the rest of the staff worked hard to provide me with the proper forms and procedures.

"Nancy Ventura"

Nancy was great, making sure everything was in order. She even made sure to call me back to help me correct an input error on my part.
Nancy epitomizes the level of knowledge and customer service I've come to expect when I call in to IRA Financial.

"Prompt response to inquiry"

Prompt response to inquiry

"Great response and communication"

Great response and communication

"Quality Customer service is everything!"

Handled every single thing that I had at issue with a customer service rep named Susan (who deserves a raise) she made what could’ve been a tedious task an enjoyable experience and definitely something I would tell others about if they were in the market for a financial services recommendation. Thank you for being fun! 🤩