"Zero Stars"

If I could give this company zero stars I would. Their customer service is abysmal. Six months ago my wife began the transfer of her IRA custodial account to IRAFinancial. She was told that the transfer would take three to four weeks. We have completed every form and submitted every document they asked for, yet the transfer is still not completed and they do not respond to emails or phone calls. Stay away from this company.

"Nancy listened to my request and…"

Nancy listened to my request and communicated my options clearly and made the entire process easy and fast.

"Working with "Maria Esposito" was great"

Working with "Maria Esposito, ROBS Specialist" was a great experience- I liked how she handled my case. She knows the process. Everything is done very transparently.

"IRA Financial Group has been wonderful…"

IRA Financial Group has been wonderful to work with. I have worked with them to buy a small business under the ROBS program, and it has been a really good experience. Nelza is my assigned advisor, and she is very responsive, knowledgeable, and PATIENT (very necessary with me, lol). I appreciate the ongoing consultation and the attention to detail provided.

"Fast, affordable, and simple. "

I was able to complete my ROBS with ease thanks to the IRA Financial Team. The process was simplified by their professionals and made smooth with an efficient process to complete.

Thank you!

"IRA Financial Group has been great for…"

IRA Financial Group has been great for us! Just had a great online chat experience with Dean. Super helpful and just the way you'd expect service to be!

"Brian with IRA Financial Trust was able…"

Brian with IRA Financial Trust was able to help me get into my account and give me advice on how to process my IRA Financial LLC Valuation. Very good service, very good people, highly recommend them!

"ROBS"

I worked with Nelza to set up my ROBS, and she patiently helped me understand the intricacies of the structure, as I had so many questions.

"Nancy Ventura assisted me through chat…"

Nancy Ventura assisted me through chat and I got all the guidance I needed to accurately file the annual report. She made it quick and painless!

"Quick and very helpful advice"

Quick and very helpful advice