irafinancial.com

4.5
4.5 Based on 201 reviews

...

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Keith Ashelin
Morgan did a great job

Morgan did a great job! She listened to my situation where I had previously requested that an investment form be executed and she confirmed that she would follow-up with others in "Full Service" to retrieve an email that I had sent with other information requested. She indicated that someone from the Full Service team should be able to give me a status by the end of the day today. She was detailed, friendly, and complete in her communication. Thanks very much Morgan!

5
Date of experience: Mar 23, 2026

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