Name: irafinancial.com
Telephone: 18004721043
Rating: 4.5

Justin Guest

5 months ago

Avery and the entire IRA Financial team…

Avery and the entire IRA Financial team has been fantastic. Could not have asked for better service.

Date of experience: Oct 27, 2025

Kyle Owens Guest

5 months ago

Good follow-through and very patient.

Date of experience: Oct 27, 2025

David Scanlon Guest

5 months ago

Excellent Asset Transfer help

Avery Feterl at IRA Financial did an amazing job of helping me transfer assets from a previous company to IRA Financial. The process was fast and questions were answered quickly.

Date of experience: Oct 27, 2025

Mike Kusnir Guest

5 months ago

Jenn B

Jenn B. is very knowledgeable and polite.

Date of experience: Oct 24, 2025

John Taylor Guest

5 months ago

Suvie was exceptional in walking me…

Suvie was exceptional in walking me through a transfer process. Her step by step instructions made the process so easy. Outs; Service as always with IRA.

Date of experience: Oct 23, 2025

Samuel Dyer Guest

5 months ago

I set up my SDIRA

I set up my SDIRA, and Eric Vant Hof has been very helpful!

Date of experience: Oct 23, 2025

Jason G Guest

5 months ago

Jill was great to work with

Jill was great to work with. Helped solve my login issues.

Date of experience: Oct 23, 2025

Dayakar Guest

5 months ago

Professional & Supportive ROBS Experience with Maria Esposito

I had a positive and seamless experience working with IRA Financial on my Rollover for Business Startup (ROBS). Maria Esposito, my assigned ROBS Specialist, was instrumental throughout the process—her guidance was steady and reliable from start to finish. Even when I encountered personal and business delays, Maria remained patient, responsive, and professional, always making sure my questions were addressed thoroughly. Her support made a complex financial transition feel manageable. I would confidently recommend IRA Financial to anyone exploring the ROBS strategy to launch or fund their business.

Date of experience: Oct 22, 2025

Connie Loflin Vestal Guest

5 months ago

Company representative professionalism

Aaron S was very professional, and I appreciated his assistance. I expressed that I was a bit uncomfortable with my account and wanted him to ensure me that I was speaking with a representative from IRA Financial Services. His authentication process eased my concerns.

Date of experience: Oct 22, 2025

Sherri M Guest

5 months ago

Very Helpful

Shannon Bundy was very helpful in confirming my funds were received by IRA Financial. She also insured I understood what my next steps were in order to help expedite my account funding.