IRA Financial Recenzje 1825

The company delivered to what it promised me in setting up the ROBS account, walking thru the process, being transparent and executing it to the tee. It is important to me because I'm new to the whole process.
All of the above can only be accomplished only when company has competent resources handling the customer needs. People make it happen.
This is where Maria Esposito, ROBS specialist needs special mention. She worked with me on daily basis, answering all my questions, clearing my doubts as the process took time (08/01/2025 to until now). She has been extremely patient and walked me thru the process multiple times and always followed up with me after each step in the process. She is a pleasure to work with and not to mention her subtle sense of humor!

Suvie was very knowledgeable and helpful. Excellent Customer Service

We have used IRA Financial for the past 7 years for all the IRA accounts in our family. They are simply fantastic - they are knowledgeable and responsive. Recently we needed some changes with our IRA. We were helped by Asa Moring - he beat all our expectations!

Leyla did a great job filling my request. I needed proof of a transaction and she was able to provide the documents in a timely fashion. She was very easy to work with.

Avery Feterl at IRA Financial did an amazing job of helping me transfer assets from a previous company to IRA Financial. The process was fast and questions were answered quickly.

Jill Brenden - Very professional and provide the information requested

Asa was a huge help in the process of transferring funds. Super patient and great follow up.

I recently worked with IRA Financial to complete a ROBS to funds a new business startup. Maria Esposito, the ROBS specialist who assisted me, made the process seamless from start to finish.

If you are looking for an alternate way to finance your new business venture, I highly recommend IRA Financial.

Excellent communication, understanding and knowledge problem resolved very quickly. I'm very happy with help I receive from. Brittany Ludens. Thank you for your services.

Avery and the entire IRA Financial team has been fantastic. Could not have asked for better service.

Eric Van Hoft is extremely knowledgable and professional. I am working on a some what complicated scenario and he was able to quickly explain what need to be done to ensure everything could be accomplished to be in total compliance.

Brittney L. was super helpful.
There was confusion on my end around which of my 2 accounts needed a form edited (per the email I received). Brittany is very knowledgeable re: Navigating your process and utilizing the on-line tools. She thoroughly addressed all my questions, patiently waited while I reset my password, resolved my issue and advise me on how to best execute on next steps. After I hung up the phone, my first thought was: "What an outstanding customer experience"!

Aaron S. has been such a great help in assisting me in filling out necessary forms and keeping me informed of the status of my IRA. I can highly recommend IRA Financial and Aaron S.  

Good follow-through and very patient.

Starting up my C Corp was an intimidating time given all the IRS requirements. Fortunately, Maria Esposito at IRA Financial guided me through the paperwork process to get all the necessary documentation and funding in place for me to buy my business. She was always there to answer any question I had, and her recent help was greatly appreciated!

I got the answer very fast that solved my problem.

I had a positive and seamless experience working with IRA Financial on my Rollover for Business Startup (ROBS). Maria Esposito, my assigned ROBS Specialist, was instrumental throughout the process—her guidance was steady and reliable from start to finish. Even when I encountered personal and business delays, Maria remained patient, responsive, and professional, always making sure my questions were addressed thoroughly. Her support made a complex financial transition feel manageable. I would confidently recommend IRA Financial to anyone exploring the ROBS strategy to launch or fund their business.

Suvie was exceptional in walking me through a transfer process. Her step by step instructions made the process so easy. Outs; Service as always with IRA.

I set up my SDIRA, and Eric Vant Hof has been very helpful!

Jill was great to work with. Helped solve my login issues.