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

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Reviews 646

4.5

Out of 5.0

Marc

Sep 16,2023

I had an issue with my Checkbook LLC that was directly from an aspect I was not aware of (totally on me). Processing Account Specialist, Sarah, was excellent. She smoothly and expeditiously helped in sorting it out and guiding things to an optimal result. My thanks and I recommend IRAF and Sarah highly. A+

Raulh

Sep 13,2023

Easy and fast for opening an account.

Guest

Sep 07,2023

Good communication

customer

Sep 07,2023

Even though I was transferred to the wrong department, my questions were answered and I am expecting a follow up e-mail.

Vicki Nelson

Sep 02,2023

We worked mainly with Maria. She was very professional and always responded to questions quickly. We would definitely recommend IRA Financial to our friends and family.

JK

Sep 01,2023

Easy to follow instructions

customer

Aug 24,2023

Very smooth,

Jan Cook

Aug 24,2023

I previously had a self directed 401K with IRA Financial and that set up went smoothly. However, it has been a nightmare trying to get the Self Directed IRA LLC set up. Entities division does not return phone calls or emails. Investment division does not return phone calls as well. I paid extra for expedited LLC service and had to reach out to New Accounts division (which is responsive) 3 times for them to contact Entities division for me to get Entities Division to respond. Transfer department was very responsive when it came to transferring my $200K plus funds from my old custodian. I thought over 4 weeks would give me enough time to set up a Self Directed IRA and purchase real estate. I am 1 week away with no SDIRA LLC set up and no funding of my SDIRA LLC bank account that I had to set up. This company may cost me the deal.

customer

Aug 19,2023

Fast communication.

Tom

Aug 17,2023

Got help when needed quickly. Did not have to wait long.

Marianne Smith

Aug 16,2023

IRA Financial Group is the very best, but more importantly Maria is the very best. I used IRA Fianacial Group recently to roll my 401k over into a Robs account, so that I could start a business and Maria made the entire process seamless and stressfree. There are a lot of components and worries that go into anything dealing with your money, especially when that money is your life savings. Maria talked me through every step and made sure I knew exactly what was going on. Anytime I ever had any questions she answered immediately. I was incredibly impressed on her vast knowledge on the topic and competence throughout. If you are thinking about working with IRA Financial I would definitely recommend you ask for Maria.

Joe S

Aug 15,2023

Starting the process took longer than promised. It's impossible to reach any department other than sales, and 4 days of voicemails went unreturned. I'm giving up and I'm taking my business elsewhere, I'm just glad that I discovered their inept service prior to funding my account!

Gregory Kender

Aug 10,2023

Amazing customer service! Walked me through the whole process.

Peter S

Jun 30,2023

I received phenomenal service from one of the IRA Financial Group's Transfer Specialists in May, 2023. I had major problems with getting funds transferred from my Roth IRA custodian to the self-directed Roth account I had established with IRA Financial. The Specialist stuck with me every step of the way and even joined me for a conference call with the person at the company holding my funds. In the end, her suggestion of starting over with a new Transfer Authorization form did the trick. Funds were transferred within two or three days. It wouldn't have happened without the Specialist's consistent effort. When we knew everything was back on track, I told her that "she went above and beyond" that day! I appreciate her help more than I can say.

Travis Meinders

Jun 30,2023

I recently made my first foray into using roth funds in private placement investments. This type of thing is manual and often error prone, but IRA Financial helped make this easy and watch for mistakes. The team there carefully reviews the paperwork for these deals and is proactive and responsive when communicating with me to get the transaction finalized.

Bill Barnard

Jun 29,2023

The personal touch you get from the top (Adam) down to the excellent team in South Dakota makes this a great company. Their expertise is amazing! I would recommend working with IRA Financial to anyone who wants to do a SDIRA.

Pawan Agrawal

Jun 10,2023

Very professional company and they practice only one thing (self directed retirement plans) and they know their stuff very well. You will be in good hands with them just as we have been for over 5 years now.

Vicky Borchers

May 10,2023

I was new to the SDIRA process. The customer service specialist(s) were exceptional in their patience, knowledge and walking me through the process. I can't say enough good things about Sarah, Samantha, and others who answered my numerous questions.

Glenn Rambler

Feb 23,2023

IRA financial and Jennifer Dann helped me to purchase my business in an easy, convenient and tax beneficial way. They also helped me to meet compliance and regulatory needs of managing the assets and business reporting. In the end they also assisted me in reversing and closing out the ROBs program. I highly recommend IRA Financial and Jennifer Dann. They were professional and provided me with excellent service and communications.