IRA Financial

4.5 (646 Reviews)

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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

Get Started

Reviews 646

4.5

Out of 5.0

customer

Oct 31,2023

Great, prompt communication!

customer

Oct 30,2023

Good to see people actually answering the phone in a timely manner and knowing how to help you

Bruce

Oct 28,2023

They know what they are doing and very easy to work with

Chris Skiff

Oct 26,2023

Very knowledgeable, prompt email replies, good website. I saved thousands with the SOLO 401(k). Thanks Team!

Greg Howell

Oct 26,2023

Morgan, Max, Hannah and everyone at the IRA Financial Group team are super helpful. Self-directed IRAs can be complex to the simple minded :), and they show great patience and knowledge when dealing with me as a customer. Thanks for your help!

Daniel

Oct 24,2023

Advisors seem quite knowledgable and extremely helpful. Very Easy to get ahold of, voice or email! I am very new as a customer but all is good so far.

Leta Leighton

Oct 24,2023

The people i have dealt with at IRA Financial Group have been extremely helpful, quick to respond and have executed information transfers and opening my account smoothly. Opening an account here has been a great experience, and as a CPA advising clients, I will confidently recommend this company to any clients that are looking for a platform to run a self-directed retirement account.

David Bigler

Oct 24,2023

I've called several times and no answer. you're phone system has been messed up, option 2 didn't work. The people seem nice but maybe over worked or not enough staff, not sure. Communications for this second account have been poor from the group. 3 years ago, when I set up my first account the customer service was awsome, it seeme to have declined. but all said, I am a happy customer. you provide a great service and the founder is wonderful with all the information he provides. I have been a poster boy foor your company, telling everyone about your company, but I don't think anyone has taken the plunge yet. I hope they do.

David Langford

Oct 23,2023

I opened my account in 2019 super rapidly in order to secure a purchase contract for a property outside of the USA. Thankfully, the IRA Financial person helping me, Maria Esposito, was super efficient and attentive to the process making it all move quickly and efficiently. Then a couple months ago I needed further documentation related to the same transaction and found myself with Maria again. Again, she handled what I thought would be a complicated matter super quickly and to perfection. Very happy customer

customer

Oct 21,2023

Danielle has been very helpful.

customer

Oct 17,2023

I found the IRA Financial team to be responsive and helpful in guiding me through the process of establishing my self-directed IRA.

Kevin Stauffer

Oct 16,2023

IRA Financial was awesome, specifically Maria Sposato to help me get my funds available by a certain date! Easy & quick process!

customer

Oct 09,2023

IRAFinancial hit it out of the park! They made the whole ROBS setup seem easy! Maria was great to work with through the process. I would recommend IRA Financial to others.

customer

Oct 07,2023

Excellent customer support.

James Zappulla

Sep 23,2023

Knowledge people and expeditiously returned calls

Self-employed LLC Owner

Sep 22,2023

My CPA advised me to open a SEP IRA 72 hours before the IRS deadline. The IRA Financial team got me set up on their expedited set up plan and I transferred money in the acct in less than 36 hours. Their customer service has been fantastic and being able to tax-defer large chunk of income into a self-directed fund is going to be a great vehicle for me.

Becky

Sep 21,2023

As a new customer I have had an absolute wonderful experience with the customer service representative, Sam, guiding me through the process. It has been some uncharted territory for me and I have received the very best help and patience I have ever had with any company. Follow ups are amazing to keep me informed and on track. I would always recommend IRA Financial for anything you need done. They are the elite in IRA management. I will use this company for all my future investments.