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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!
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Solo 401(k)
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Reviews 646
Adrian Gregory
Jan 05,2023I cancelled my account in October yet I'm still being charged into the next calendar year. No one answers or returns calls or emails to rectify
Erik Torgerson
Sep 10,2022Samantha Gabriel was outstanding. If you get her in the phone make sure you thank her cause she’s going to do a great job!
Consumer
May 01,2022I have had very inconsistent and slow responses while managing my self directed IRA into an LLC. Getting someone to help with forms which were completed incorrectly has been very frustrating. Currently I left 3 messages for my rep only to find they are no longer with firm and the new rep has not contacted me after 2 emails and 1 message. This survey is very timely :(
Brandon Thompson
Apr 29,2022During every part of setting up my son and Is IRAs, I have called on IRA Financial for advisement on the process, filling out forms and follow up with status. In all cased I was responded to via phone and email propmptly and fully. Thank you IRA Financial, you have a customer for life. BT
Norm Pearson
Apr 29,2022Lost ~$36 million of client assets on Gemini and failed to disclose this important detail as I was moving to create a new Gemini-enabled account. To make matters worse, they've blame-shifted and pointed the finger at Gemini.
Mark Woodard
Apr 29,2022I moved to NYC and was forced to leave iTrust Capital. I chose IRA Financial and it has been nothing but a nightmare. The endless back and forth trying to get funds transferred (I had them reimburse my expedited fee because of how long this took) and then they were hacked. It took months to get my funds unfrozen and this issue resolved. Their customer service is poor and the rep I was dealing with was rude. Not to mention the difficulty of the app and nothing is user friendly. I would NEVER recommend this service to anyone. You’ve asked for my review - here it is. I would give less than one star if I could.
Bob Kopeny
Apr 29,2022This company has been very helpful in establishing a Roth Ira for me. They have a very available chat that allows me to ask whatever questions I want of a live operator and get immediate help. They’ve done a great job.
Kevin Funk
Apr 18,2022IRA Financial is holding my money hostage (as others have mentioned before me). Once they got my money, IRA Financial decided it wants to charge me a huge additional fee never mentioned before in cost discussions. The fee is to link my IRA Financial account to my legally-formed LLC. This doesn’t require any forms, any signatures, any legal setup, any changes to operating agreements, or any other work from IRA Financial. All legal documents already correctly link the account to the LLC. This fee wasn’t ever communicated until my IRA funds arrived in my IRA Financial account.
Shaman
Feb 22,2022My customer rep who signed up with me left the company within a year of me joining. Getting funds into Gemini and out has been a pain to do. $90 a quarter just to have the account is probably more affordable than most crypto IRAs out there, they seem to be getting better. Research first
A D
Feb 18,2022I transferred the account from ALTOIRA few weeks ago setting up a new account with IRA finacial and the website is down since a week now. I am concerned now. I think these guys are not professionals
Valued Client
Jan 06,2022Prompt response. I wish it were easier to use your website but anyone I contact is very quick to respond.
Vio Twuy
Dec 30,2021I have a self-directed IRA with Gemini account newly opened by this company. Process was fast to open. However, service fees are too expensive. Yearly account maintenance now is 360$ instead of advertising 300$ per year, wire transfer fee 25$ and trading fees 1.5% so basically my profit is killed by all these fees. Not to mention there is NO limit order feature so always buy HIGHER than the market and very limited coins option on Gemini so it is not worth it for me to keep account open here after my first year is up since many companies now offer free account maintenance and only 1% trading fee.
Valued Client
Dec 16,2021Great customer service and advice!
Valued Client
Dec 15,2021Nothing is easy or straightforward. Sometimes hard to get in touch with the right person to help. Takes too long to transfer money. Initial account setup especially for an LLC was very painful.
Valued Client
Nov 10,2021Great company, very informative and cutting edge in the industry! Adam has a ton of live youtube informational / questions opportunities. My company liaison Jennifer is amazing at keeping me straight and on track! I highly recommend IRA financial to anyone going self directed.
Tom
Nov 04,2021The self directed IRA looks fantastic, but the entity itself just seems shady. After communicating with agents and reviewing locations, it seems like a possible fly by night operation. Some addresses are listed in Florida (Miami Beach), yet other documents point to South Dakota. Possible entity that would just disappear unexpectedly and possibly take your retirement funds with them.
SB
Nov 04,2021This group is top notch! It doesn't matter to whom you speak - everyone is knowledgeable and courteous. I highly recommend IRA Financial Group.
Valued Client
Sep 25,2021Excellent customer service. Fast and reliable. All questions answered quickly and professionally. Reasonable fees. Highly recommend!
Tricia L
Sep 17,2021The process is more complicated than I thought. But they have a great team. Each one is quite responsive and knows what they are doing. Overall, quite a good experience!
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Douglas Reitz
Feb 09,2023Jennifer Dann and IRA Financial have been amazing in all respects. Since 2014 they have been there for us dealing with our 401K and Company documents. They have kept us in compliance the whole way. I would recommend them without reservation! Give them a call you will be glad you did.