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

Wayne A.

Sep 16,2021

Great service helping me set up my self-directed IRA and checkbook LLC. Very professional and attentive, answering all my questions promptly. Service was super fast and allowed me to make my first investment in a time-sensitive market quickly.

Valued Client

Sep 16,2021

Simple, easy, and awesome customer service.

JL

Sep 16,2021

Excellent follow up on record keeping issue

Bernard Glaze

Sep 14,2021

I have been pleased with the personnel from IRA Financial Trust company with whom I have communicated. They have been responsive and professional. I was especially impressed with an unsolicited call I received from Lisa Bass. She just wanted to check with me to determine whether I had any questions or required any assistance. It was very nice of her to initiate the contact.

Bryan Brown

Sep 10,2021

My experience was very good. Everyone was always helpful. There was a mistake during the process and it was probably me, but I still felt that there should have been a greater emphasis on the liquidation of my former IRA account on the process of doing that. But over all IRA Financial Group did a great job of helping me with the transfer.

Valued Client

Sep 07,2021

Everyone was helpful. I appreciated IRAF reaching out to me proactively to remind me to submit paperwork I hadn't remembered. Excellent customer service.

Valued Client

Sep 06,2021

Quite happy!

Valued Client

Sep 05,2021

I had my assets in another IRA and they were both expensive and had poor customer service? Go figure. Basically, there was little competition. IRA Financial was a no brainer. Customer service has been superb! Ease of use and secure. I could not be more satisfied. THANK YOU!

Eric Peterson

Sep 05,2021

Overall IRA Financial did a great job of setting up our checkbook LLC. When you choose to work with them expect to set some time aside for a non trivial amount of paper work to fill out and follow through on, and understand that there are fees for the LLC and fees for the IRA that need to be factored into the total cost of administering the fund since they will affect your total return. This is an indispensable tool for making hyper local high SRI investments in your local community where you can see your money work to create a better community. Its pairs perfectly with a LION membership.

Valued Client

Sep 03,2021

Great company and great customer service.

David Edsall

Sep 03,2021

response to getting things done was too slow. somethings were wrong such as teh fax number. I am still not sure about different ways to set up the Roth IRAs I have done it both ways because the first way ( self directed) was months and months so I did the second way the price of the coin more than tripled in the time it took to buy. I have bought bitcoin with two different crypto banks and the twas not much easier.

adam w

Sep 03,2021

Adam and Jennifer were very instrumental in helping me with my 401k rollover. It was nice having someone trustworthy in my corner. They made sure everthing was setup properly and that all my forms were correct. I had a great experience and would highly recommend them!

Valued Client

Sep 02,2021

My apologies for my previous comment. I did the evaluation for another company. I trade with the Gemini platform and it is excellent!

Christina Pegg

Sep 02,2021

I find all of the different departments confusing to deal with. I had a lot of difficulty understanding Charlotte. The sound was low and the quality bad. I do like the chat feature and the app.

Valued Client

Sep 02,2021

I really love that this company had the relationships in place to solve the problem of investing in crypto, while inside a retirement shelter. I gave it 4 stars only because it takes a lot of time to get things from one account to the other. I am sure someday it will be much faster, as this company compared to traditional stock custodians is a new born.