I was helped by Morgan A with completing a funds transfer that I was being helped with by other employees through email. Unfortunately they didn't completely understand the situation, so I called and... See more
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The process has been a little difficult, and I have not always gotten consistent information from different IRA staff I’ve spoken too. Still, staff have been friendly and quite helpful when i’ve had p... See more
Company replied
Asa made it a very simple process. Each step was explained and I was given additional information as needed. I feel fully confident that my needs were met and that my investment is being taken care of... See more
Company replied
I had a relatively urgent set of questions that needed to be addressed today, and I was fortunate to be connected with Jill Brenden via chat support. Jill was really patient and helpful in her respons... See more
Company details
- #37 of 207 best companies in Alternative Financial Service
- #7 of 75 best companies in Investment Service
About IRA Financial
Written by the company
The best way to invest your IRA or 401(k) in alternative assets
At IRA Financial Group, we help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant.
Get started with our app
Whether you're looking to diversify your portfolio, are self-employed wanting to save for retirement, or are an entrepreneur who needs capital to fund a business, IRA Financial has you covered. Best of all, you can do it from your mobile device using our industry-leading app. Learn more about our services or get started today!
Contact info
5109 S Broadband LN, 57108, Sioux Falls, United States
- 800-472-1043
- info@irafinancial.com
- irafinancialgroup.com
4.8
Excellent
1K reviews
Replied to 93% of negative reviews
Typically replies within 1 week
I received an exceptional customer…
I received an exceptional customer service from Aaron S. Very clear directions and quick response.
Date of experience: June 27, 2025
Issues Solved by Morgan A
I was helped by Morgan A with completing a funds transfer that I was being helped with by other employees through email. Unfortunately they didn't completely understand the situation, so I called and Morgan A was able to tell me the exact steps needed to complete the request. Even helped me fill out the correct forms. I'm thankful for Morgan A's assistance.
Date of experience: July 03, 2025
Great customer service
Brittany L. did a great job answering my questions and getting me to the right place.
Date of experience: July 02, 2025
Aaron S was very patient
Aaron S was very patient, sympathetic and helpful.
Date of experience: July 03, 2025
Fast response
Fast response, answered & clarified my issues. Customer Rep Jill helped me.
Date of experience: July 03, 2025
I have been working with Maria Esposito…
I have been working with Maria Esposito in the ROBS department. I think she has been doing great, especially the last few days during final setup of the 401K - it has been incredible. She did a great job of answering my questions, and talking me through when I didn't understand the emailed guides.
My only problem is when she had to take off for a family issue. When she was away I got very little support, emails were ignored and basically nothing got done until she got back. The back office has to do a better job of "teaming members" so there is a legitimate alternate to help out should one person be away. I have to imagine this also happens when someone goes on vacation, so there should always be a backup.
Date of experience: July 02, 2025
Awesome customer service
I reached out through chat and got a hold of Morgan. I was just searching for a phone number and she offered up to call me directly. She help me with my original question and then offered to help me fill out a form.
Wow what customer service. That is so rare now days. She was awesome!
Thanks
Date of experience: July 02, 2025
Top-Notch Service
Top-Notch Service – Aaron S Deserves a Raise!
Aaron S was incredibly helpful and patient. He walked me through logging into the IRA Financial website and guided me step-by-step with the deposit letter. His professionalism and support made the process smooth and stress-free. Honestly, he went above and beyond — give this man a raise! Highly recommend working with him.
Date of experience: July 02, 2025
Morgan A was helpful with Solo401K questiona
Morgan A was courteous, listened carefully to my questions and was able to provide both information and guidance when I called to ask about my 5500EZ filing and potential rollovers in the future
Date of experience: July 02, 2025
Aaron S is Great!
Aaron S. was very helpful, friendly and knowledgeable. He answered all my questions. Thank you, Aaron!
Date of experience: July 02, 2025
Incredible Customer Experience - Thanks Jill!
I had a relatively urgent set of questions that needed to be addressed today, and I was fortunate to be connected with Jill Brenden via chat support. Jill was really patient and helpful in her responses, and recognized that I'd benefit from a phone call to walk through some of the nuances of my situation. Jill called me shortly after we ended the chat, and did a wonderful job guiding me through the process I needed to follow, and was also able to provide guidance on a few other process questions. I really appreciated the customer experience I received from Jill and hope that all of my future support needs are handled as well as this one today!
Date of experience: July 02, 2025
Verified
My representative
My representative, Jack Bickett, reached out and was helpful in completing the process of establishing my account.
Date of experience: July 02, 2025
Super easy to deal with and Asa Moring…
Super easy to deal with and Asa Moring was very helpful!
Date of experience: June 30, 2025
Jill Brendan was extremely professional…
Jill Brendan was extremely professional and took her time listening and walking me through setting up an account. Its a welcome change to not be rushed off the phone.
Date of experience: July 01, 2025
Jill Branden was thorough in resolving…
Jill Branden was thorough in resolving my problem and ensuring other areas of my account have the correct information.
Date of experience: July 01, 2025
Patient and kind service
Patient and kind service! I’ve never had a bad customer experience.
Date of experience: July 01, 2025
IRA Financial's Support
Jill handled my concern with ease,profiencey and professionalism .
Date of experience: July 01, 2025
Good experience; Shoutout to Tamara!
Good experience with excellent and prompt service. For example, I recently shifted my account to a checkbook LLC, and Tamara P. who leads the Entities department took on personal priority to get my acount setup with quick urgency and high communication, following through on exactly what she committed to. I hope to interact with her further in the future, and hope other team members will provide a similar degree of quality service.
Date of experience: June 27, 2025
Reply from IRA Financial
Thank you for sharing your positive experience! We are thrilled Tamara was able to assist you and are grateful for your recognition. If there's anything more we can do for you, please let us know!
Asa Moring was very tentative and…
Asa Moring was very tentative and helpful with my account.
Date of experience: June 30, 2025
Reply from IRA Financial
We’re so happy you had a great experience! Thank you for choosing us, and for taking the time to share your feedback. We look forward to being here whenever you need us again!
Brittany has been a special envoy for…
Brittany has been a special envoy for IRA financials customer service center.
Always pleasant and helping customers
I thank you for your services.
Date of experience: June 30, 2025
Reply from IRA Financial
Thank you for your kind review! Your satisfaction is our priority, and it’s wonderful to know we were able to meet your expectations. We’re excited to keep providing great service for you!
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