irafinancial.com

4.5
4.5 Based on 201 reviews

...

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Sebby G
Efficient trust setup with great followup

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!

5
Date of experience: Oct 02, 2025

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