irafinancial.com

4.5
4.5 Based on 201 reviews

...

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Eric Sewell
Ira Financial and their excellent customer service

I wanted to take the opportunity to thank multiple employees from Ira Financial for their continued customer service support they provide me each and every single time I call them. They were able quickly address the completion of a tax form for my account. They worked together as a team to quickly answer all my questions, and completed the form for tax compliance. Their efforts made something challenging into a seamless task for all of those involved. Those employees are the following: Katherine Wittrock, Rebecca Scifo, and Morgan Appeldorn. They are the reason I am so happy I joined IRA Financial several years ago. Their exceptional customer service is completely appreciated. Their continued efforts minimized my stress in maintaining my self directed IRA account. Thank you for the tremendous service that you provide !

5
Date of experience: Mar 26, 2026

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