IRAFinancialGroup.com Reviews - 13

We chose IRA Financial for our self-directed

We chose IRA Financial for our self-directed IRAs and 401Ks because their fees are fixed, not asset-based. After opening our accounts, I found it easy to reach out to their founder/CEO for quick guidance. I'm super impressed by the lady who runs their compliance team, Tamara Perez. When you have a self-directed retirement account, you want to make sure that everything you’re doing is in accordance with the rules and regulations. I appreciate that I can count on Ms. Perez to respond to my compliance-related queries with quick, clear, and authoritative answers. I found the people who work for her to be just as responsive and helpful. Not surprising that good managers build good teams. I’m glad to have my retirement savings at IRA Financial.

I initially hesitated to share my feedback

I initially hesitated to share my feedback until I completed my investment, but the company I'm backing isn't ready to release shares yet, beyond their control. My rush to open a self-directed Roth IRA seemed daunting, but a spontaneous call to IRA Financial quickly connected me with a helpful staff member. Despite an estimated 13-15 day process, a conversation about expedited account opening revealed a quicker option. With a reasonable fee, IRA Financial efficiently opened my account and facilitated fund transfers in just 3 days. So far, each interaction has been positive, and I expect a smooth investment experience based on my initial encounters.

We faced a dire situation with our 401k

We faced a dire situation with our 401k due to the negligence of our previous accounting firm, resulting in fines. After unsuccessful attempts with other firms, we turned to IRA Financial. Jennifer efficiently navigated the complexities, swiftly resolving our issues. Her clear explanations and prompt actions were a saving grace. Surprisingly, what seemed insurmountable became manageable with IRA Financial, and the cost was fair. I'd recommend IRA Financial Group for IRA, retirement plan, or ROBS assistance.

IRA Financial has simplified the management

IRA Financial has simplified the management of my self-directed IRA account. They efficiently handle the majority of the process, requiring only a few forms. The onboarding team provides valuable assistance, guiding through each step and setting clear expectations. A reliable company, looking forward to expanding my retirement account with them.

Setting up a ROBS and self-directed 401k is no simple undertaking

Setting up a ROBS and self-directed 401k is no simple undertaking. The folks at IRA Fin. Group was knowledgeable, patient, and great communicators, making the process very painless. Their expertise and communication skills eased the complexities involved.

My time with IRA Financial Group was

My time with IRA Financial Group was good because they answered my questions before I started a Self-Direct IRA (checkbook). They also helped me figure out which accounts could go into my new SDIRA account. The staff was really helpful. Thanks!

Effective communication facilitated

Effective communication facilitated a swift account setup. Maria Sposato's assistance was highly commendable.

After looking into the top SDIRA custodians

After looking into the top SDIRA custodians, I believe this company stands out as number one, with Directed IRA not far behind, at least in my view. My choice was influenced by factors like fees, reviews, learning resources, Adam Bergman's online profile, and how IRA Financial handled a recent tough situation while trying to support their clients, along with other reasons. I did encounter a minor problem when opening a new account, likely due to some mix-up in the department, but Kaleb jumped in and was really helpful! I’m very grateful! I suggest IRA Financial.

It's really hard to get in

It's really hard to get in touch with anyone at your office. I haven't been able to reach anyone there whenever I call.

The onboarding experience lacked

The onboarding experience lacked a personalized touch, needing a more streamlined approach. The process felt burdensome, with a constant shuffle between individuals, leaving a sense of disempowerment as no one seemed capable of resolving issues efficiently.

My experience with this company has been

My experience with this company has been less than satisfactory due to unreturned emails from the customer service department. Communication inconsistencies among representatives left me confused about the process of converting from traditional to Roth. Attempts to contact Sarah were futile, and my request for assistance went unanswered. Setting up my Roth account was initially mishandled by an ill-informed representative. Eventually, Justin, the supervisor, provided the guidance I needed. The lack of consistent training for phone staff is evident, and the advertised tax advice during hold times contradicts the responses received from representatives who consistently redirected me to consult a CPA. Overall, my journey with this company has been disappointing, and improvements in customer service are crucial.

My experience with the company has been

My experience with the company has been quite frustrating, particularly with the lack of responsiveness from the customer service department. The inconsistency in answers from different representatives only added to the confusion, making it challenging to understand the process of converting from traditional to Roth. Attempts to contact Sarah for assistance were futile, and my request for a callback went unanswered. Although I eventually found clarity through Justin, the initial misguidance by another representative underscored the need for better employee training. The overall process left me disappointed, especially considering the expectation of paid customer service, and the disconnect between on-hold tax advice and actual assistance was noteworthy.

If I could leave a zero star I would

If I could give this company zero stars I would. Six months ago I began the transfer of my IRA custodial account to IRAFinancial. I was told that the transfer would take three to four weeks. I have completed every form and submitted every document they asked for at least 4 times yet the transfer is still not completed and they do not respond to emails or phone calls. This company is absolutely the most unprofessional business I have ever dealt with not to mention I have paid over $1000 in fees and still have no idea where my IRA stocks are even located at this point. DO NOT USE THIS COMPANY !!!!