IRA Financial Recenzje 1825

When I couldn't access certain details off the website, Jill answered all my needs promptly and professionally in the chat room.

Aaron helped me gather the right documents for a transaction. This helped me in a timely manner which was appreciated since this was a time sensitive matter.

Aaron S was great to work with. He understood what I needed and was quick to deliver the information. He is very competent in his work and enjoyable to work with. Great experience!

Nelza is the Best!!!
This stuff is not my cup of tea but she is so patient and willing to work with me and help me with everything that I needed, Nelza was extremely professional and amazing to work with.

Jen's was kind, patience, and willing to walk me through key paperwork to complete my IRA application.
Thanks,
Run

efficient and prompt. A+ on customer service today.

Understood what I needed and took care of it

Asa Moring was professional, pleasant and very helpful on a complex matter.

Incredibly patient and knowledgeable. Very grateful for Eric!

I have been moving money through my IRA Financial account, and because I didn't plan well I had to pay to expedite for a few different transactions. I called IRA Financial many times, always speaking to Jill Brenden and Morgan. Both ladies were professional, efficient, and effective and helped sort out my issues, concerns and paperwork. Thanks for their help and I am impressed with the folks at IRA Financial. I am in many forums that are pushing Horizon and Equity Trust, and I always remind people that there are other companies and speak highly of your company.

Brittany Ludens was extremely helpful and knowledgeable. She is a great asset for IRA Financial. Thanks Brittany!

Eric has been exceptionally supportive throughout the process. We have called him on numerous occasions and each time he has been very helpful and professional, even when we had questions that didn't directly relate to his responsibilities.

After having had a bad experience with a SDIRA custodial company, I deeply vetted possible replacements, and finally settled on IRA Financial Trust Company. The time spent researching was worth the effort...their materials are well written, comprehensive, but clear and understandable. And everyone with whom I have dealt has been competent and timely. Wish I had notes of everyone's name, but they include Avery Fertel, Cindy Freet, Britainy, and lastly, my new accounts specialist, Joshua Kurtz, who patiently and knowledgeably, through multiple telephone consultations, educated me, and brought my comfort level to the point where I decided on his company... which has turned out to be a great decision. A very satisfied customer from Lake Charles, Louisiana

The account managers are quick to respond, efficient, and follow through on their word, making the entire process quite easy. They ensure your account is set up properly and in accordance with US laws.

Morgan is an asset to your company, always spot on

IRA Financial makes it easy. Great explanations, follow-up and responsive when you need it. Special thanks to Casper D. in onboarding and Eric VH in compliance for excellent service.

Eric, a Sr. entities specialist, at IRA financial, went above and beyond to expedite and investment by reaching across departments and finding the right people to help me out. Very much appreciated!

Brittany L was very helpful, knowledgeable, and kind. She answered all my questions and helped me get all necessary forms completed/uploaded on my SDIRA.

Jill Brenden was fabulous! I’ve spoken to her twice now and she was very helpful both times. The service your representatives provide is great. Thanks so much!

Asa Moring was speedy and accurate with a complex new application