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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
Connie Lee
May 22,2024Nice and friendly, patient and knowledgeable, thinking on the same stand point of the customers, very nice sales and support teams!
Craig
May 20,2024The website is clear and easy to navigate. The phone support is excellent. These people are communicate like professionals.
Steven Riddick
May 20,2024The Right Team Product and Experts! I was struggling trying to figure out how to fund a new business my wife and I were contemplating. I stumbled on the videos from the IRA Financial Group. A bit skeptical, I made phone call and got Maria. She’s the epitome of a consummate professional. She explained everything to me answering TONS of my questions. And then she hand held me through the entire process ensuring I was good with each step. She had the expertise and “bedside manners” to make the process easy and quick. We were able to get things done for a fraction of the cost other companies charged and I feel like I understand fully what’s going on. I wholeheartedly recommend this firm and especially my thanks to the one and only Maria! :-)
Chris
May 17,2024Great company. They helped every step of the way. Good followup. 👍👍
CG
May 08,2024The process takes too long to set up an IRA LLC. I could have set up the LLC and obtained the EIN weeks ago. I have already paid and provided deposit information that a rollover is forthcoming and there is no indication from the state that you have even attempted to establish the LLC yet. There is a lack of transparency on where you are in the process. I have also requested a copy of the Operating Agreement for the LLC and have not received that yet either. My wife was planning to rollover her accounts too but now she is looking at other providers.
CB
Apr 30,2024I needed a ROBS rollover. The team was very knowledgeable and answered all my detailed questions
KK
Apr 27,2024We had picked IRA Financial for our self-directed IRAs and 401Ks because – unlike some of their competitors – their fees are fixed, not asset-based. After opening our accounts, I discovered something else that's unusual about them: the ease with which one can reach out to their founder/CEO for quick guidance. I'm super impressed, too, 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 the fact 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.
customer
Apr 27,2024Sam is amazing. He helps me process my application and facilitate everything. Thank you
Drew Martin
Apr 22,2024Great communication throughout from Maria at IRA Financial. While processes like this can be difficult, she was able to make it as smooth and seamless as possible with so many moving parts. Would highly recommend!
Greg O'Connor
Apr 20,2024They were extremely responsive. Maria was very thorough and a great communicator and I was sold right then knowing I could call anytime and get a real person with real knowledge. They work fast!
John Britton-Goliath Trade INC
Apr 19,2024They made the experience so easy! Every person was very attentive and in tune with what I needed to do. Jenn, Maria and others in the background are amazing. Will be referring all of my clients to them as a very good financial option. Excellent Team!!!!! Just a very great overall process!
customer
Apr 18,2024I am early in the process, but so far everything has been great.
GENEFSON
Apr 09,2024Getting a hold of someone in your office is very difficult. Have not be able to reach anyone there anytime I call.
Kevin
Apr 09,2024Very well organized and helpfull
Nina
Apr 03,2024Communication with IRA Financial was not easy, most of the the time I couldn’t get the right person, not available, not picking up the phone. Maybe investors need to be computer smart then your system may be good for them .I Didn’t have a good and easy experience. If I can get connected to someone they are all very good.
Juliette Cloutier
Apr 03,2024Elite "Echelon" is my favorite product. The beginner friendly aspect is a plus not forgetting the numerous resources. Better than this service for real
Valerie Coffey
Mar 30,2024I am totally impressed with the professionalism and efficiency of everyone I have interacted with at IRA Financial.
Steve F
Mar 30,2024From the beginning the website was clear and received great support from multiple people at IRA Financial. I would recommend their offerings and services…
Clarence Wade
Mar 28,2024Response time was great
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Pamela Carrera
May 23,2024How helpful the people are in explaining things