To leave a review you need to be logged in
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
Get Started
Reviews 646
Je Hometown
Dec 08,2023I have confidence in IRA Financial’s advice. I look at several other sites also, for comparison of advice/opinions. I have watched several of Adam’s uTube videos, and appreciate the straight forward info. I often use that as a starting place for seeking information from other places. The staff are unfailing courteous and helpful. I appreciate the fact that it’s difficult to know everything about every different si5uation, and they occasionally say they will double check with a supervisor and email a definitive answer back, if need be. Just had that happen, and received a confirming email within 24 hours.
customer
Dec 08,2023Answered all of my questions.
customer
Dec 06,2023Helpful professionals, especially Brian and new accounts.
Shaundra
Dec 02,2023The application process was great! Thanks to Samuel Eich! His customer service was phenomenal! When I had questions I would call Samuel and he would explain and walk me through the issue! If this is any indication of the service I can expect from IRA Financial I think I have made the right decision.
Suzy
Dec 01,2023Moved my account to IRA Financial Group. Very communicative, easy to understand the steps and get moved.
Cindy Jiang
Nov 30,2023There are people I can reach out for help. And all the instructions are very clear.
PJ Amoroso
Nov 27,2023Much more competent and supportive than any other custodian I have worked with, and I have been steadily transferring all my SD_IRA and Solo-k assets to them. They are leaders in this space and continue to innovate in a no-nonsense way at a reasonable cost.
Sharon
Nov 24,2023Since IRA Financial Group became a larger company (now called IRA Financial), I feel it has become not just twice as expensive (although to be fair, it's still not a horrible fee), but much less personalized. I used to be able to easily email or call the same contact person to ask questions or resolve issues, but now I deal with a Department and whoever happens to be there at the time. Everyone's been nice, but... I began with a detailed letter describing my needs and questions, but after going through additional document submissions (to update records and receive account numbers), the instructions for the next step were not aligned with my initial letter. I guess some original details were missed, as the case was handled over time, by different people. I had truly hoped to get sound legal advice on my endeavor, but it kind of went sideways. Just dropped the whole thing for now, and will see what my bank associated with my self-directed 401k will say and do.
duross obryan
Nov 23,2023Erybprofession and timely
customer
Nov 21,2023Great work everything is weel explained.
customer
Nov 11,2023Great smoothly application process
customer
Nov 10,2023The process is time consuming, but each time I call to get help someone has been there to help.
Eric in NYC
Nov 09,2023IRA Financial had great online and email follow plus real-live people, who would call me to follow up and who I could call to get technical questions answered for my Solo k. No waiting in line. No being put on hold. It was wonderful
Ira Berman
Nov 08,2023All the representatives I spoke to Gavin, Sam... were always available helpful and patient.
Thomas Heideman
Nov 07,2023Overall, I was very pleased with the experience. The fees are a bit higher than I expected. But the opportunity to self direct and get exposure to a broader array of asset classes is more than worth it.
customer
Nov 04,2023Great experience
Barringer
Nov 03,2023Everyone was very helpful and helped me with whatever I needed to open my account.
Manny Ramilo
Nov 02,2023IRA Financial staff helped me through a complicated process and was patient in explaining to me the requirements. When problems with third parties came up, they took the initiative to solve them.
customer
Nov 01,2023It was awesome experience
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
customer
Dec 09,2023IRA Financial Group enrollment process was easy and streamlined. Though I chose the normal path to enroll as opposed to expedited, their response was within 24 hours and continues to be very responsive throughout.