IRA Financial Recenzje 1825

Morgan A was awesome.
I called needing help with how to do both an Employee Contribution and an Employer Contribution to my Solo 401k.
She was extremely patience with all my questions and ensured I understood when we were done.

Thanks Morgan A!!

Rick Forristall

The ROBS process can be difficult for somebody with no prior experience to understand. Maria Esposito took the time and walked me through each step of the process. It was more than customer services, I could tell she genuinely cared. I appreciate her hard work and patience.

Nelza M once again did a fantastic job with my request. She was prompt, attentive and verified that all my documents were correct before the transaction took place. Thanks again Nelza.

Suvie Fogelman answered my questions quickly and provided great feedback. She was very patient with me on the phone and was wonderful.

Nelza was excellent. This process is complex, IRAFinancial was the right one-stop shop for my ROBS program.

"I recently worked with IRA Financial to set up a ROBS (Rollover as Business Startups) account, and I cannot recommend them highly enough. A huge thank you to Maria Esposito, who was instrumental throughout the entire process. Navigating the complexities of a ROBS account can be daunting, but Maria made it look easy. She was professional, incredibly knowledgeable, and kept me informed every step of the way. Thanks to her diligence, my account was set up and funded quickly and without any issues. If you’re looking for someone who is reliable and truly knows the industry, ask for Maria!" The company itself does not do a good job of communicating or providing support, but the specialist makes or breaks this process. Having Maria in my corner made all the difference.

The ROBS process was very efficient. Maria did a great job helping me navigate the process and answering all my questions

Maria Esposito was such a pleasure to work with. She was very knowledgeable about the ROBS 401k plan and gave me a peace of mind while navigating the whole process. She would even call me after hours and answer any questions that I would think of. Thanks Maria

Two years later and Jenn was a great help getting a Certificate of Incumbency for my LLC, which she had helped me with in getting a new Certificate of Good Standing for a Change of Address in 2024! Super attitude, excellent understanding of the system, and I enjoyed practicing my Spanish with her!

I wanted to have a Roth IRA in a specialized investment area which involved a separate investment platform. Initially (about 5-6 years ago), though a bit clunky, I was able to invest in what I wanted and the reporting for the IRA's value was pretty easy to do. At that point, I would have rated IRA Financial "5". About two years ago, IRA Financial switched investment platforms for this investment. Since then, the service has fallen far short of my expectations or experience with the previous investment platform. Comparatively speaking, my investment choices are VERY limited, and many of the investments listed as "available to invest" are showing up with "no trades", "no market", etc. which I know is totally inaccurate. There is no explanation as to why, if they are listed on this new platform as being available to invest in, they are not tradeable. Getting to the investment platform is no longer intuitive. It is confusing at best. Reporting the value of the IRA is impossible at this point. When I click on the choices that IRA Financial personnel directed me to do via email, I get a blank screen with a tiny bit of writing that says, "No asset valuation found" or something similar. Repeated attempts to have IRA Financial simply EMAIL ME THE FORM so that can complete it have met with no success. Since it has been five years since I set up this IRA, I will look for alternatives that are more user-friendly and offer better customer service. What a pain.

Nezla at IRA Financial made a potentially complicated ROBS transaction feel seamless. She provided clear direction at every step, was always available for questions, and ensured my business was funded on schedule. Her professionalism and expertise gave me total confidence in my new business structure. Five stars for Nezla and the team!

Maria Esposito is made my experience incredibly smooth. She communicated everything to me and was prompt in returning my calls or emails.

Nelza, and Shanon provided me an excellent Roll over guidance and completed it ahead of schedule. I give kudos to IRA Financial as it was by far the complicated roll over one could imagine.

User Friendly is not a Buzz word in this company. for example, if you are new this world and fill-out a deposit form incorrectly you cannot delete it. The ext for Avery F just rings and then hangs it self up after 54 seconds. This company does not have the knowledge to guide a new through unless the new customer already knows what all the terms and words mean inside the company.

I had an situation that required a couple of tasks to be expedited related to my account, and IRA Financial accomplished them quickly, professionally, cleanly, easily, and didn't even charge extra fees! Thank you!

Customer Service of this company is non-existent. I dare anyone considering using this company to first call 1-800-472-1043 and see if you ever get a live person or a callback. Good luck! Try to receive a email response from: Info@Irafinancial dot com. GOOD LUCK. Their financial system is a disaster. Completely wrong. Retrieving documents online is impossible. All they have is a cocky CEO running around conferences pretending that he is revolutionizing the IRA industry, where it' a company liteally running on 2 1/2 people hanging on a shoestring. Pathetic is a compliment!

From the beginning, the ROBS 401(k) process seemed daunting, to say the least. It involved a significant amount of money and a process I had no prior experience with. IRA Financial made the entire process smooth and relatively easy to navigate. They clearly outlined all costs upfront, and everything matched exactly what was explained—no hidden fees or surprises.
They were always willing to explain the process and responded to my questions within a reasonable amount of time. I would absolutely recommend IRA Financial to anyone in a similar situation. The only reason I didn’t give a full five stars was communication. While they always answered my questions, getting in touch wasn’t always as simple as a quick phone call and typically required scheduling time through Calendly.
This is truly a minor issue, and if I could give 4.9 stars, I would.

Crappy service. I initiated a wire transfer to move funds out of my IRA Financial account to a local bank account; six business days (and ten calendar days) later, the wire has not been sent. Someone did reply to my email and said, "Oh, we are really busy". This is one example in a series of other poor experiences. Based on my lousy experience, I suspect this may be a one-man operation that is pretending to be larger than it is.

I regret I signed up with them. There is so much inertia involved in switching out, otherwise I'd move away from them. I don't know if there are other companies in their space that are better, but this firm sucks big time.

I am surprised to see the other positive Trustpilot reviews—I wish my experience had been as positive.

I've been with this company for years and generally had a positive experience. However, I am pulling my hair out trying to get my funds transferred to me. I completed the forms on 1/14/26. On 1/20/26 I called to check on status. Sat on hold for 15 minutes and finally got a message that I needed to leave a message and someone would call me back. They never did. Called again on 1/21/26. This time I spoke to a customer service rep who told me they were running behind but that funds would go out by the end of the week. It's end of the end of the week and my funds have still not been transferred. I've got bills to pay! I need my money!