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The best way to invest your IRA or 401(k) in alternative assets At IRA Financial Group, we help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant.
Get started with our app Whether you're looking to diversify your portfolio, are self-employed wanting to save for retirement, or are an entrepreneur who needs capital to fund a business, IRA Financial has you covered. Best of all, you can do it from your mobile device using our industry-leading app. Learn more about our services or get started today!
Self-Directed IRA
Solo 401(k)
ROBS Solution
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Reviews 646
Brittany Blake
Oct 25,2024Kimberly provided exceptional customer service and was highly responsive throughout the entire process. She guided me step-by-step, ensuring that I had everything needed to complete the required subscription documents for a mutual customer. Her professionalism and attention to detail made the experience seamless and efficient. I truly appreciate her support and dedication to helping us meet our goals.
GB
Oct 25,2024Working with IRA Financial Gina Lopez Customer Service Representative has been an absolute pleasure. Her team of experts and skilled professionals are not only knowledgeable in their field but also dedicated to providing top-notch service and support with exceptional customer care. Gina took the time to understand our unique needs and developed a tailored solution that exceeded our expectations. I highly recommend IRA Financial for future investing solutions.
Clayton Norton
Oct 25,2024I've had nothing but great experiences dealing with the fine people at IRA Financial. All of their reps have been very professional and always courteous. Isaac Rodriguez helped me with an issue today and resolved it immediately. Thank you!
Patrice Pruitt
Oct 24,2024Hi this company is very professional and on their stuff. Communication is great. A conference call was set up and all was explained well. They were expedient on getting thing set up for my IRA. Great company to work with
David Liu
Oct 23,2024Dean was very helpful and responsive!
stefan schwartz
Oct 23,2024Morgan was extremely helpful and proactive in resolving my issue. She handled everything promptly and with a kind, attentive demeanor, offering reassurance throughout the entire call. I truly appreciated her professionalism and support.
Rami Zilber
Oct 22,2024Thanks to Ms. Morgan Appeldorn, I received a friendly, professional, understanding and answers for all my questions. I feel that I can count on Morgan's sincere assistance, and rely on her future professional recommendations. Thank you so much Morgan - your assistance is GREATLY appreciated. With kind regards, Rami Zilberschmid Account #: 1010851
Dave in PC
Oct 21,2024Nelza, Jennifer and the rest of the team there at IRA Financial have done a great job at helping me with the "ROBS" program from start a few years ago to the ongoing compliance. They are always able to answer my questions in a way to help me understand what needs to happen, and keep me from going off the tracks on what can be a complicated program. Great resources and outstanding knowledge on how to work with different programs available to tax payers to avoid penalties and use funds to the tax payer's full advantage.
Michael Porcelli
Oct 20,2024Maria Esposito has been a true pleasure to deal with. She is knowledgeable, pleasant, organized, attentive and to top it all off, she is a wonderful person. I highly recommend Maria and the Rollover Business Start Up solution provided by IRA Financial. It is a game changer in my life and worth every penny.
Rick Kawczynski
Oct 19,2024Jasmine was extremely helpful and great at following through.
customer
Oct 19,2024Asking for signed paper work that I have never received. I was told that this transfer would be smooth and so far it has not, being told that I would receive a phone can the following day and several days later I am still waiting on the call. Ivy Chism
shilpa vangala
Oct 19,2024Tamara responded quickly to my emails and understood my questions and concerns.
Steven Anthony West
Oct 18,2024I've been trying to close my account for years. They won't let me. They keep it open and harass me for the fees they keep adding on. There wouldn't be any fees if they would have closed my account years ago when I first asked them.
Jan Gray
Oct 18,2024I have been a IRA Financial Group for 7 years. They have been excellent in keeping my account in compliance and answering questions. Most recently I have worked with Dee. She is very quick to respond and is very clear with directions while I fill out forms. I plan to move other asset accounts to IRA Financial in the future.
Nancy Jiang
Oct 18,2024I appreciate the fast response time and services in the Entities & Compliance department, which make a difference in customer service.
Shanna Segle
Oct 18,2024Tamara was extremely responsive and helpful. Did a great job explaining my options and was very thorough.
Mr. Ed
Oct 18,2024Its been a great experience and especially with Dean from Compliance. Always available to answer all questions and very patient. Thank you!!
Alexander Jones
Oct 18,2024Maria was absolutely outstanding throughout the entire ROBS process. She answered all my questions and walked me through every step. The service she provided was exceptional!
Tina Tang
Oct 18,2024Morgan, like all IRA Financial reps, answered my questions with clear communication and patience. Unlike some companies, calling customer service is always prompt, courteous, and HUMAN at IRA Financial.
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Harold Canady
Oct 25,2024On Thursday, October 24. 2024 I contacted the offices of IRA to ask for help in completing some necessary forms. The young lady who assisted me was Liz Albers. She has the "patience of Job!" I will be 78 years old in just a few months and I truly appreciate young people like Liz Albers who are as knowledgeable, helpful and polite like this staff member. Adam this lady is a keeper and represents your organization well. Thank you, Liz for being so kind and helpful.