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
David Khalifa
Dec 28,2024I had an outstanding experience with Kimberley Powell, an Account Specialist from the Full-Service Team at IRA Financial. Kimberley demonstrated exceptional professionalism and dedication throughout every step of my fund transfer and investment finalization process. She went above and beyond, being incredibly responsive to time-sensitive transactions and ensuring I had clear, step-by-step guidance at every stage. Her attention to detail was evident when she followed up to confirm all paperwork had been successfully received. This level of customer service exceeds expectations and sets a benchmark for excellence. Overall, I’m extremely satisfied with the experience and delighted to be partnered with IRA Financial for my retirement planning needs. Thank you, Kimberley, for your remarkable support!
Aspiring Retiree
Dec 28,2024Been using IRA Financial for almost 4 years now. These people have a human touch. Most recently Brian helped me a lot navigating transfers.
ACS
Dec 27,2024Great company! Well organized and always available to help!
Bob Barnes
Dec 27,2024Brian Enger is an excellent customer representative Thank you for your quick and efficient service to my account,
Bharath Reddy
Dec 27,2024I have been with IRA financial for the last 2 years. It’s been a great experience overall. Everyone is very responsive and responsible. My recent interactions with Eduardo regarding BOI reporting were so much positive. He is very kind and helpful. Overall very happy to be associated with them for my retirement needs
Valued Customer
Dec 26,2024You make things difficult for me. I've been trying to get my money transferred, but I didn't know it all had to be cash. Now I have liquidated everything, I need a new form to submit. I have requested such but haven't heard back in 2 days. I know it is the holidays, but. . .
Antonio
Dec 25,2024Upfront and honest people..
customer
Dec 24,2024Answered all questions, opened account quickly.
Jonah S.
Dec 24,2024I’m a HUGE IRA Financial Group fan. I’ve been a client for about 10 years and referred a number of friends and family for various self-directed retirement products. Huge props to Casper on the sales side, always a wealth of info and assistance. Recently, I dealt with Jennifer on some ROBS questions and also with Dean on some entity/compliance matters. I always get clear and informed responses from the staff. Having been involved in many types of businesses myself, I know the value of good leadership and the importance of company culture for long-term success. Adam Bergman, you are clearly running a great company serving thousands of clients that are happy like I am. Keep up the great work and I wish the entire team Happy Holidays and New Year for 2025!
Tom Bullock
Dec 24,2024Customer service is awful. No one ever is available. I wish I had never done business with this company.
Cecilia
Dec 21,2024El interés y la atención de lo que uno desea hacer. Eso hace que yo tenga la confianza para preguntar cualquier duda.
Gregory Gambucci
Dec 21,2024Lori Wog went above and beyond to make our experience easy and painless. Employees like Lori truly make a difference when in comes to customer service. Lori took a difficult situation for us and turned into something that was manageable and easy. Lori should be recognized for her dedication and professionalism in her field of work.
Sean
Dec 19,2024Communication could be a bit better with new account setup.
warren
Dec 19,2024Nancy Ventura provided me with excellent amd professional service as she patiently walked me through the process of transferring assets. IRA Financial Group has always been helpful in navigating me through the complex world of handling a checkbook IRA for a reasonable cost
Hunter Hall
Dec 19,2024The IRA Financial team is a great ROBS facilitator. Their ROBS team of experts (Maria) helped my company walk through a step-by-step guide and a yearly checklist to stay compliant. I couldn't have done it without them.
J P
Dec 18,2024Nancy Schmidt-Wog was extremely helpful and knowledgeable. She explained my error on the form and how to correct it. She answered a few other questions and was pleasant and patient throughout.
Robert Nava
Dec 18,2024Every time a call and no matter whom I'm speaking to, everyone has been helpful and resourceful. It feels like receiving first class service. Thank you very much for the great quality of assistance: Jennifer Dann Brian Enger Jenn Benitez Asa Moring
Ed Ng
Dec 18,2024Nancy was extremely knowledgeable and patient. She was able to answer every single question that I had on the forms that she was assisting with and beyond. I also much appreciated she got approval from the crypto side manager to waive the $250 processing fee. Thanks much Nancy!
Heidi H
Dec 18,2024The representative was knowledgeable, efficient, helpful and polite. Business was conducted very efficiently.
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Gil Vidals
Dec 31,2024I was processing an RMD after my father passed away and IRA Financial was responding slowly; however, I escalated to Brian and he did a great job of seeing the transaction all the way through.