irafinancial.com

4.5
4.5 Based on 201 reviews

...

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Jeffrey Peterson
Brittney L...rock star

Brittney L. was super helpful. There was confusion on my end around which of my 2 accounts needed a form edited (per the email I received). Brittany is very knowledgeable re: Navigating your process and utilizing the on-line tools. She thoroughly addressed all my questions, patiently waited while I reset my password, resolved my issue and advise me on how to best execute on next steps. After I hung up the phone, my first thought was: "What an outstanding customer experience"!

5
Date of experience: Oct 28, 2025

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