From the beginning, the ROBS 401(k) process seemed daunting, to say the least. It involved a significant amount of money and a process I had no prior experience with. IRA Financial made the entire process smooth and relatively easy to navigate. They clearly outlined all costs upfront, and everything matched exactly what was explained—no hidden fees or surprises.They were always willing to explain the process and responded to my questions within a reasonable amount of time. I would absolutely recommend IRA Financial to anyone in a similar situation. The only reason I didn’t give a full five stars was communication. While they always answered my questions, getting in touch wasn’t always as simple as a quick phone call and typically required scheduling time through Calendly.This is truly a minor issue, and if I could give 4.9 stars, I would.
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