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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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Reviews 646
Jaime
Dec 17,2024Nancy was very knowledgeable and helpful. i had some critical questions i needed answered today and she took care of everything. you need more people in your customer service department though. they are super busy and it takes ages to find somebody. More people like Nancy!
customer
Dec 17,2024Very knowledgeable staff and very willing to help
Carolyn Flanders
Dec 17,2024SHE WAS ABLE TO ANSWER ALL OF MY QUESTIONS AND SEND ME THE INFORMATION I NEEDED. AWESOME SERVICE
Charles
Dec 17,2024Morgan was especially helpful and provided options that I wasn't aware of previously.
Alfredo Parada
Dec 14,2024Tamara was very responsive and really made the difference. She was able to help me navigate perfectly my BOI filing. She is a great employee and add value to us, the clients. I hope you consider her for a step up in her career. Have a happy new year!
Kurt
Dec 14,2024Knowledgeable, thoughtful, and caring
Arielle
Dec 14,2024Liz, like many individuals at IRA Financial, is fantastic when it comes to communication, swift replies, and providing a pleasant experience. I enjoy being talked to like a fellow human being.
Duane
Dec 13,2024Nancy was thoughtful and proficient. I had a timing issue with your company but she solved it in a very short time. Someone should give her a bonus? I couldn't be more pleased with her efforts. Thank you!
Sheri P.
Dec 13,2024Justin, Cindy, Lori, Becky, Liz, and Eli have all provided excellent service, support and guidance with setting up a new account, managing flow of paperwork and answering questions. I am just getting started on this journey, but am very pleased with the process so far and highly recommend IRA Financial to anyone considering a Roth SDIRA LLC for alternative asset investing! Sheri P.
Bobby Latner
Dec 13,2024Morgan was extremely professional and was wonderful to work with!
customer
Dec 12,2024Super knowledgeable staff and always supportive.
David Lewis
Dec 11,2024Isaac did an excellent job responding to my concern. Much appreciated!
Ma
Dec 11,2024Always helpful!
R Zvis
Dec 11,2024Morgan was fantastic...great company!
Joyce Raphael
Dec 09,2024Eric VH was kind, patient and professional. He responded to my concerns timely. Thanks!
Rashmi
Dec 09,2024Nancy Ventura helped me so much in making sure all my account queries answered very thoughtfully and precisely. She was so much careful in all the details and I am very much impressed with all IRA financial team. A great team to rely on and people like Nancy makes the organization very trustworthy. Thank you Nancy for all your help!!!
Glen Karoglanian
Dec 08,2024Lori was extremely helpful in walking me through the online process that I needed to complete. She could not have been more detailed and experienced. I am so grateful not to be going through a myriad of prompts to get to where I neede.
Eric Sewell
Dec 07,2024I had the pleasure to be assisted by Becky at the ira financial office who was assisting me with rollover paperwork for the access of those funds to my self directed IRA account. There were some challenges where paperwork was lost over the Thanksgiving holiday weekend. Becky took the time to speak with me as I provided her the tracking number for the mail I sent to IRA financial. Becky was able to solve the issue and located the paperwork in question. I just wanted to recognize her hard work in first of all talking me through properly completing the Rollover paperwork for submission then eventually locating that particular paperwork after it was not initially located. She located the paperwork addressed the issue and faxed this paperwork immediately to Ohio Deferred Compensation to have the funds released to my account. Becky truly went above and beyond in terms of the customer service she provided to handle my issue. I just wanted to take the time to share the exceptional customer service I received through her extremely hard work. Becky's effort makes me proud to have joined IRA Financial for my retirement needs. Once again thank you Becky for all of your exceptional assistance in addressing my issue and putting my mind at ease. Your work was tremendous thank you !
HappyCamper
Dec 07,2024Eric went above and beyond to help me open an account at another trading firm. He provided a clear and detailed explanation to a support team that was struggling to navigate the process. His assistance in drafting emails and his patience in listening to my concerns made all the difference. Without Eric’s extraordinary support, I’d likely still be stuck in limbo. Thank you, Eric, for your outstanding dedication and help!
5109 S Broadband LN, 57108, Sioux Falls, US
http://www.irafinancial.com
Eric Kurzweil
Dec 17,2024I really appreciated the helpful assistance by IRA Financial rep, Nancy Ventura. She walked me through the necessary elements to best navigate the site. Thanks