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
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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.
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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
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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.
Wonderful support
María Exposito always returns my call quickly and answers any questions I have.
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 Maria. We truly value your support.
Very helpful and direct
Very helpful and direct. Stayed on the line and help thru the forms in a quick fashion
15 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.
Outgoing Funds Transfer Questions
Jill B. quickly understood my problem, and was able to resolve it efficiently while I waited on the phone. She was professional and pleasant.
14 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.
Morgan had fantastic customer service…
Morgan had fantastic customer service skills and was very patient and helpful to navigate the challenge I was working through. I would highly recommend Morgan!
15 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.
Quick - Thorough - Professional Assistance
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 nice experience. She has a great personality, is well mannered and extremely knowledgeable. Thanks Morgan!!
14 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 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.
Overall satisfied
Overall the process had ups and downs, but what they really get right is having a single poc that helps guide you through it all. Ours was nelza and she was amazing. All said and done, I'd say this is one of the better custodians out there, I'd definitely recommend.
14 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 Nelza. We truly value your support.
Customer Service Provided by Maria…
Customer Service Provided by Maria Esposito was Superb. She explains the process clearly and makes each step seamless.
1 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
This made our day, thank you! We put a lot of care into every client interaction and it's always great to hear when that comes through. We look forward to continuing to support you!
I called in and needed help with an IRA contribution issue..
I called in and needed help with an IRA deposit and capital one account login. Morgan Appeldorn was my service agent and did an outstanding job of explaining the issue and helping me resolve it really quickly. Thanks to her I was able to make my IRA contribution before the IRS deadline.
13 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.
Thanks to Mis Morgan A.
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 go unnoticed. It is rare to encounter such a high level of dedication and care, and her efforts truly made a positive difference.
It was a pleasure working with her, and we look forward to the opportunity to do so again in the future.
With warm regards,
Dafna & Rami Zilberschmid
13 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for the kind words! We’re thrilled to hear that Morgan went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
Customer Representative Help
Suvie Fogelman, the customer representative I spoke with today was fantastic. I had numerous questions and issues and she was able to help me with all of them.
Unfortunately she was not able to resolve some issues, but I have great confidence she is getting the right parties involved to get them resolved.
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 Suvie. 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 and hope that the rest of your concerns are settled quickly!
Jill was great
Jill was easy to speak with and answered my questions quickly and clearly.
13 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We truly appreciate your feedback and are glad to hear you had a positive experience. Thank you for choosing IRA Financial.
Jill was very helpful addressing my…
Jill was very helpful addressing my questions.
13 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.
Morgan A made my experience 5 STAR.
Morgan A made my experience worthy of a 5 star rateing. I am not very computer literate so identifying, finding and filling out the forms I needed was very challenging. Morgan was very helpful. She gave me all of the instruction I needed and helped me fill out the deposit form and the 3 distribution forms (2 charitable and one for a distribution to me).I was soooo impressed with Morgan A.
8 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 helpful and followed…
Morgan A was very helpful and followed up on an email I sent to the tax dept. They replied shortly thereafter.
Very pleased
9 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that Morgan was there to help along the way. We aim to make communication as straightforward as possible, and your feedback is great to hear.
IRA Financial gives Amazing help on…
IRA Financial gives Amazing help on ROBS Corporations and Self Directed IRAs. Highly recommended.
10 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re glad you had a great experience. We truly value your support and look forward to serving you again!
I called in for help... and Morgan delivered
I called in for help to set up my Roth SDIRA as a legal entity on a broker site as part of the information required to purchase two private equity investment funds. Morgan Appeldorn was ready to help, had all the answers, sent me the bank details, and had a great attitude. Very much appreciated and well done, Morgan!
9 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.
Jenn was amazingly helpful!
9 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 Jenn. We truly value your support.
Morgan A
Morgan A. was a knowledgeable, helpful and patient person to deal with. She helped me with a pass-through account and very understanding. Thanks Morgan !!
9 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.
Explanation, process and flow made easy
I am not familiar with 401K , I don’t speak or understand the language , procedures , rules and regulations. Tamara Perez was so patient and understanding of my lack of understanding and knowledge. Tamara explained the process and the why’s. Each step addressing more concerns with patience and understanding, saying no worries. If her management can do anything to provide her with a reward of some sort , she went above and beyond her job
7 kwietnia 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for the kind words! We’re thrilled to hear that Tamara went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
The staff i worked with such as Nelza…
The staff i worked with such as Nelza were great, responsive and had the information to answer my questions immediately.
16 lutego 2026
Opinia niezależna
Odpowiedź od IRA Financial
Thank you for your review! We’re so glad to hear that our staff was able to assist you and provide helpful, informative support. We’ll be sure to pass along your feedback.
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