irafinancial.com

4.5
4.5 Based on 201 reviews

...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.
Vernon Nielson
Explanation, process and flow made easy

I am not familiar with 401K , I don’t speak or understand the language , procedures , rules and regulations. Tamara Perez was so patient and understanding of my lack of understanding and knowledge. Tamara explained the process and the why’s. Each step addressing more concerns with patience and understanding, saying no worries. If her management can do anything to provide her with a reward of some sort , she went above and beyond her job

5
Date of experience: Apr 07, 2026

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More