Review Time
I was able to get a response rapidly with clear direction. The directions were concise, but also included corner case scenarios such as "here is what to do if your counter party institution has not liquidated into cash." I worked with Avery Feterl
We have used IRA Financial for the past 7 years for all the IRA accounts in our family. They are simply fantastic - they are knowledgeable and responsive. Recently we needed some changes with our IRA. We were helped by Asa Moring - he beat all our expectations!
"I recently worked with IRA Financial to set up a ROBS (Rollover as Business Startups) account, and I cannot recommend them highly enough. A huge thank you to Maria Esposito, who was instrumental throughout the entire process. Navigating the complexities of a ROBS account can be daunting, but Maria made it look easy. She was professional, incredibly knowledgeable, and kept me informed every step of the way. Thanks to her diligence, my account was set up and funded quickly and without any issues. If you’re looking for someone who is reliable and truly knows the industry, ask for Maria!" The company itself does not do a good job of communicating or providing support, but the specialist makes or breaks this process. Having Maria in my corner made all the difference.
Eric Van Hoft is extremely knowledgable and professional. I am working on a some what complicated scenario and he was able to quickly explain what need to be done to ensure everything could be accomplished to be in total compliance.
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"!
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