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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)
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Reviews 646
Kyla
Mar 22,2024I’m in the beginning process but so far everything has been a great experience. Everything has been explained step by step
R. Weaver
Mar 22,2024Streamlined online process that required no additional contact for opening account. Very reasonable fee for services.
customerMy experience has been
Mar 22,2024My experience has been very delightful. Representatives were very knowledgeable and helpful.
HOLLY GARNIL
Mar 16,2024IMPRESSED that I get an actual person answering the phone & get me to the right person to answer my questions. Filling out forms to start up a Self-Directed IRA Checkbook account has it's drawbacks...seems like too many glitches in the system...one thought they had answered the questions only to find out that wasn't the case & had to repeat the process several times. If you don't check to make sure, your paperwork never gets done.
Carla H. Irmo, SC
Mar 08,2024My experience was great in that IRA Financial Group responded to questions I had prior to me opening a Self Direct IRA {checkbook}. They also guided me through accounts that could or couldn't be put into my new SDIRA account. Employee's were very helpful! Thank you!!
Massimo
Mar 08,2024Fast, Prompt and Knowledgably. Technology is top notch!
Raj Lele
Mar 06,2024The process was well laid out by Maria (IRA financial person assigned to me). She was awesome in answering my questions and setting up things. There were quite a few docs you have read and understand the process. It is a bit easier if you watch some of the YouTube videos on this. Anyway, if you ever have doubts then IRA financial person will explain you patiently. The whole process takes around 4 weeks from start to complete. IRA Financial folks are the best since they take care of the hard forms and legal parts and you can focus on your transaction.
Andrew DiMezza
Mar 06,2024They did a good job and found the info I needed. Quickly and respectfully.
Glenn
Mar 06,2024Transaction went quickly and it helps to have a good financial advisor
customer
Mar 05,2024Working with Kaleb has been wonderful. It’s clear he really cares about people and about offering exemplary customer service. He makes IRA Financial shine!
customer
Feb 29,2024Helped explain all my questions easily
customer
Feb 29,2024Quick and easy transition to a self-directed IRA
Padmini Varadarajan
Feb 29,2024The reps I spoke were very helpful
Sohail M
Feb 27,2024Smooth, easy and professional.
Matt Marsh
Feb 17,2024Good communication helped me set up an account lightning fast. Maria Sposato is great!
customer
Feb 16,2024I have been waiting patiently to get an account number established (took over two weeks) and am still waiting for help with account changes. I wish the company founder, Adam Bergman would pay attention to what I consider extreme necessity to understand client needs and take action promptly. My business cannot these delays in action.
customer
Feb 15,2024They respond quickly and accurately
customer
Feb 14,2024It takes too long for just creating an Acct.
customer
Feb 14,2024Need more of a concierge experience with the onboarding process. The process was very cumbersome and I felt like I kept getting passed from person to person and no one was empowered to solve the problems.
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Ben Sparks
Mar 27,2024Incredibly easy experience. From the initial call with Brian to the setup with Sam, the process has been amazing.