IRA Financial Recenzje 1825

Aaron S was very professional, and I appreciated his assistance. I expressed that I was a bit uncomfortable with my account and wanted him to ensure me that I was speaking with a representative from IRA Financial Services. His authentication process eased my concerns.

Shannon Bundy was very helpful in confirming my funds were received by IRA Financial. She also insured I understood what my next steps were in order to help expedite my account funding.

Jill did a great job of resolving my problem and spending some extra time with me to make sure the issue was resolved.

5 star service
Jill Brendan did a great job with walking me through the transfer of funds. I appreciate the fact that when I call there's a person on the other side and not some BOT or generic operator.

Ms. Martins provides invaluable expertise and assistance; she goes above and beyond what's expected of even the best customer experience.

Avery helped me with a transfer process and followed up all the way when a problem was reported until it was resolved. Great communication !

I was attempting an RMD, first one from IRA Financial, and did not realize I needed to fill out deposit form for my Capital One funds. Jill Brenden directed me to the correct web page and then patiently walked me through which items need to be completed. When I had finished she downloaded the form to ensure it had been completed correctly.
Excellent experience!

Working with IRA Financial for the rollover for business startup (ROBS) was a straightforward experience thanks to the support from the ROBS team. In particular, Maria E. guided me from start to finish despite my personal/business delays along the way. My questions were numerous but were answered professionally and felt that there was a way to get help when needed. I'd recommend IRA Financial for anyone considering the ROBS to fund your business aspirations.

Nelza is always very helpful. The transaction went smoothly.

Super helpful and her patience, just perfect.

2 thumbs up!

GT

Jill is incredibly helpful and patient. This is not an easy process to understand and I very much appreciated her help and expertise.

Shannon Bundy was a delight to work with. She was very patient with the time it took me to complete the paperwork.

Gina Lopez took my call this afternoon and immediately grasped the issue raised and offered a solution that hit the mark. So refreshing! Thank you, Gina.

Great Experience. Susie was quick on the chat and responded rapidly.

Suvie was great. She resolved my issue VERY quickly!

I’m a long time customer of IRA Financial. The transfer process is easy to complete thanks to employees like Asa Moring. Asa followed up with updates throughout the entire process. It is always great when you have a company that believes in communication with their customers

Morgan was extremely helpful. She walked me through my transaction knowledgeably with patience and confidence.

Eric with the Entities division at IRA Financial did a great job of helping me set up a trust for my self directed IRA, with clear instructions on how to open up an account for the trust afterwards and a week later he did a great job at going above and beyond to do extra research when I needed help with a specific question. I appreciated his efficiency!

I appreciated Aaron's help. He was excellent. Hopefully my problem is resolved.

I’ve been a client of IRA Financial for nearly 15 years, and this has been one of the most frustrating experiences I’ve ever had.

At the end of September, I initiated a transfer that I was told would take 3–5 business days. Because it was time-sensitive, I followed up on October 1 to make sure everything was in order. The representative said some paperwork was missing but helped me complete it online while I was on the phone. She again told me the funds would arrive within 3–5 days.

Today is well past that timeframe, and the money still hasn’t arrived. When I called, I was told I now have to wait for someone to email me to schedule a verification appointment — with no indication of when available to talk to me — because they’re short-staffed. Meanwhile, these funds were supposed to go to my builder for a renovation tied to my IRA property.

Because of this delay, I may lose my builder for several weeks and roughly $10,000 in lost rental income. I also take great pride in my reputation for always meeting my financial obligations on time, and this situation has unfairly hurt that reputation through no fault of my own. What makes this worse is that no one seems to care or take ownership. Instead of someone taking 30 seconds to verify my identity and fix this, I’ve been told to just “wait.”

After nearly 15 years as a loyal client, I expected better communication, accountability, and urgency. This entire experience has cost me significant time and money.