IRA Financial
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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
Vicki
Aug 30,2024Very helpful and responsive staff. Morgan was patient, supportive and helped me navigate a very stressful process. She deserves 10 stars! I was also helped by Cindy and Jenn. Thank you Morgan, Cindy and Jenn.
BB
Aug 30,2024The lady that took my call was professional and addressed all my questions and walked me through steps needed to get things done. She asked all the right questions. The level of service provided was at the level a customer client would want. Great job!!
Ruth Otte
Aug 29,2024Gina was She was professional, kind, and gracious. She was "on task" and efficient, but also warm and caring. And she solved all the issues I called about. I have found the same ethic in other calls last year -- a real spirit of service. Keep up the good work, Gina and team!
Jim McDermott
Aug 29,2024The ladies took on the idiocy of the Tasty-trade staff. Everyone i spoke to at IRA Financial was knowledgable and diligent. Much appreciated
Tricia Gardner
Aug 29,2024Very helpful and friendly 😊
Roger Hewett
Aug 29,2024Promp service and all questions answered acceptably. Good job Gina!
customer
Aug 28,2024Despite not meeting in person, Lori made the conversation feel personal and engaging. She was attentive, listened carefully to my concerns, and provided clear, actionable advice. I was particularly impressed by her ability to convey complex information in a way that was easy to understand over the phone.
SGentie
Aug 28,2024Morgan was very patient and walked me through the answers to my questions.
Joe Sims
Aug 27,2024Lori was quick to understand and resolved my issue immediately. Thank you Lori!
Rich
Aug 24,2024I knew nothing going into this process of funding my business and Maria and the entire group at IRA Financial took me through everything step by step. I was always informed and aware of what was going on and the team was incredibly patient with me when asking questions. This team was, and is, an excellent choice.
Kathryn
Aug 24,2024Nancy answered my questions quickly and completely. She immediately emailed the information I needed.
AD
Aug 23,2024I have been a client of IRA Financial since 2016. For a novice with financial matters I appreciate the friendly and knowledgeable staff to answer questions and provide excellent customer service. Lori and Morgan have been especially helpful.
Sue
Aug 22,2024Excellent service and quick response! I recently opened my SDIRA account in IRA Financial Trust and I started my first investment. I have no idea what to do. The investment company wanted me to do this and that and rush me for wiring the fund. It was not fun but I am so glad that I received outstanding service from Kimberly Powell! She is so responsive and explained every step to me how to make my investment successful and keep me in the loop for the process. I am so lucky to work with Kimberly in my first investment and feel so confident with my SDIRA choice in IRA Financial. I am sharing with my friends about this company as I am happy with the service!
Barry Mohle
Aug 22,2024Morgan was fantastic. very knowledgeable, courteous, and patient.
Cliff Thompson
Aug 22,2024Historically, getting a deposit & distribution completed, usually requires multiple days/iterations etc. The form is good, but not 100% intuitive. Plus, I don't do this process enough to become familiar with it. So, after I completed the form, I went to online chat for verification. Today, Gina helped me by reviewing submitted forms, confirming with various departments if they have what they need... etc. And was patient with me as I made real time corrections. This was exemplary service, which made the process so much easier. I can't thank Gina enough!! I believe the remaining steps should go seamless due to the up front focus. Thanks for all you do!!!
Prefer Anonymous
Aug 22,2024My ROBS specialist Nelza has been a fantastic partner. Very easy to work with and anticipated my questions/needs throughout the process.
Ron Woody
Aug 21,2024Answered my questions on closing a SD IRA
Lee Sondrini
Aug 21,2024Morgan went above and beyond to address my concerns and help me understand the process. Well done!
Norman
Aug 21,2024Morgan was so nice, professional, friendly and extremely helpful
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Teresa Jimenez
Aug 31,2024Gina Lopez is working on getting the auto process to send funds monthly to Schwab for investments. It has been a difficult road to get Schwab on board. She is patient and is trying to get it completed. Hopefully, we will be able to get it accomplice it.