Morgan Appledorn was extremely helpful, answered our questions, and did an immediate email follow up. We created our Roth self directed account in 2010, and were 1 of the first accounts with Adam Berg... Zobacz więcej
Reakcja na opinię
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
We would like to express our sincere appreciation for the outstanding service provided by Mis. Morgan A. Her professionalism, attention to details, and willingness to go above and beyond did not g... Zobacz więcej
Reakcja na opinię
IRA Financial is terrific, especially its people. The company seems to be growing, and has traveled beyond some of the growing pains it had in its early years.
Reakcja na opinię
When I called, I was completely lost and surely thought it was going to be a painstaking long involved experience ... but, Margan A, came to the rescue!! In no time I was all set, and it was a very n... Zobacz więcej
Reakcja na opinię
Informacje dotyczące firmy
Informacje o IRA Financial
Napisane przez firmę
The smarter way to invest your IRA or 401(k) in alternative assets
At IRA Financial, we help clients take control of their retirement funds and invest beyond traditional stocks and mutual funds — including real estate, private equity, crypto, and more. Our clients value having direct access to in-house tax and ERISA professionals to help ensure their structure remains IRS compliant every step of the way.Getting Started is Simple
Whether you're diversifying, self-employed, or funding a new business, we provide the structure and support to help you move forward with confidence.Dane kontaktowe
5109 S Broadband Ln, 57108, Sioux Falls, Stany Zjednoczone
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4,7
Doskonała
2 tys. recenzji
Odpowiada na 91% z negatywnych recenzji
Zwykle odpowiada w ciągu 2 tygodni
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
Outstanding service!
Morgan Appeldorn did an excellent job solving my account problem. She is knowledgeable, efficient, and so helpful. I'm keeping her name handy for future reference!
24 kwietnia 2026
Opinia niezależna
Does NOT answer or return calls at all.
I am trying to close the account as my investments ended up going bankrupt. They do not answer my calls or call me back, but they still know how to take the fee. They also did not have it set up correctly, and did not care as long as I paid the fees.
23 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We’re very sorry to hear about your experience and the challenges you’ve faced with your investment. We also apologize for the difficulty you’ve had reaching our team and for any delays in assisting with your account closure. That’s not the level of service we aim to provide.
We've escalated your case internally. Please reach out to our Director of Client Relations directly at mflenard@irafinancial.com so we can work toward a resolution.
Morgan Appledorn was extremely helpful
Morgan Appledorn was extremely helpful, answered our questions, and did an immediate email follow up. We created our Roth self directed account in 2010, and were 1 of the first accounts with Adam Bergman. I am customer 135 and never needed a withdrawal/distribution until now. Thanks Morgan
21 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear Morgan was about to provide a great experience. We appreciate your support and look forward to working with you for years to come.
IRA Financial is terrific
IRA Financial is terrific, especially its people. The company seems to be growing, and has traveled beyond some of the growing pains it had in its early years.
22 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
The IRA Financial staff are always friendly and helpful.
The IRA Financial staff are always friendly and helpful. I called today with a question about a particular investment I am about to make. While Brittany was researching my inquiry, she discovered I had made a clerical error on a previous transaction. The error would have had significant negative tax implications had she not discovered it and corrected it for me. This kind of proactive service is valued and appreciated. Thank you!
21 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Brttany was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Jill B gave me the fastest service ever…
Jill B gave me the fastest service ever from your company. I think it took 2 minutes although I didn’t time it.
19 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Jill helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
She was so patient
She was so patient. I was frustrated at the attempt to fill out these forms over a week period. But when I was done everything was completed.
20 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing our team. We truly value your support.
I received great service in good…
I received great service in good answers for all the questions I had on my account. Thank you for your time and support.
20 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing our team. We truly value your support.
Jill B. IRA Financial
Jill B. was very knowledgeable and readily answered my questions. I was able to get all of my questions answered and very pleased with my inquiry
20 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Jill was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
Morgan Appledorn was great
Morgan Appledorn was great. It went very fast. IRA Financial has been great just going to invest the money in my ranch. Thanks again. I also delt with Casper Dabek who was great as well.
20 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for the great review! We’re glad to hear that your experience was efficient and that Morgan and Casper helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Great Customer Experience and Customer…
Great Customer Experience and Customer Service
20 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
IT WAS A SMOOTH PROCESS
2 marca 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
A scam basically
A scam basically. Impossible to reach by phone or email. They have been defrauding me with $8000 IRA contribution I made which they passed on to me in form of rubber check. Have sent 20+ emails over 4 months period to no vail. Avoid them like a plaque. Run!
17 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We sincerely apologize for the frustration and difficulty you have encountered in reaching our team. The concerns you have raised regarding your IRA contribution are of the utmost importance to us and we have escalated your concerns internally.
We would strongly encourage you to contact our Director of Client Relations directly at mflenard@irafinancial.com so that your account can be reviewed immediately and a resolution can be reached. Please reference this review in your message so we can prioritize your case.
Thank you for giving us the opportunity to address your concerns.
Morgan was very confident and willing .
Morgan was very confident and willing to take the time to help me finally understand the proper procedures I needed to move forward on this long time coming need.
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Morgan was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.
Quick phone response during tax season
Customer service came on the line after a short wait (< 3 min.) on April 13. Thank you, Morgan A.!
13 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to Morgan. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Positive experience!
I appreciate being able to call IRA Financial and receive a pleasant and patient representative who explains things well and answers all my questions efficiently!
The wait time for a rep is also relatively short.
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We appreciate your feedback! It’s great to hear that our team provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Always responsive.
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing our team. We truly value your support.
Morgan A was very helpful
Morgan A was responsive, clear and helpful. This is not the first time I have dealt with her, and she is always very helpful. It is a pleasure dealing with her.
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Morgan A was very professional and…
Morgan A was very professional and efficient in getting the questions answered
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
We appreciate your feedback! It’s great to hear that Morgan provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
Jill B was patient and engaging
Jill B was patient and engaging, thank you for helping me with my questions
16 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
Doświadczenie Trustpilot
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Firmy mogą prosić o wystawienie recenzji za pomocą automatycznych zaproszeń. Te oznakowane jako zweryfikowane, dotyczą prawdziwych doświadczeń.
Dowiedz się więcej o innych rodzajach recenzji.
Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.
Dowiedz się więcej o procesie recenzji Trustpilot.
Weryfikacja może pomóc zapewnić, że recenzje, które czytasz na Trustpilot są napisane przez prawdziwych ludzi.
Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.