irafinancial.com

4.5
4.5 Based on 201 reviews

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Average Rating

4.5

/
5

201 Reviews

5 Star
87%
4 Star
1%
3 Star
1%
2 Star
1%
1 Star
10%

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Review Time

George Tavares
When done right, customer service goes a long way

Super helpful and her patience, just perfect.2 thumbs up!GT

5
Date of experience: Oct 14, 2025
Alicia
Gina Lopez makes things happen …

Gina Lopez took my call this afternoon and immediately grasped the issue raised and offered a solution that hit the mark. So refreshing! Thank you, Gina.

5
Date of experience: Oct 14, 2025
Kamran Zafar
Quick connection and response.

Great Experience. Susie was quick on the chat and responded rapidly.

5
Date of experience: Oct 14, 2025
Ann Miller-Jordan
Suvie was great

Suvie was great. She resolved my issue VERY quickly!

5
Date of experience: Oct 14, 2025
Colin Murray
ROBS Funding for New Business

I recently worked with IRA Financial to complete a ROBS to funds a new business startup. Maria Esposito, the ROBS specialist who assisted me, made the process seamless from start to finish.If you are looking for an alternate way to finance your new business venture, I highly recommend IRA Financial.

5
Date of experience: Oct 10, 2025
Rob McCormick
Starting up my C Corp was an…

Starting up my C Corp was an intimidating time given all the IRS requirements. Fortunately, Maria Esposito at IRA Financial guided me through the paperwork process to get all the necessary documentation and funding in place for me to buy my business. She was always there to answer any question I had, and her recent help was greatly appreciated!

5
Date of experience: Oct 10, 2025
John
Shannon Bundy was very helpful and professional.

Shannon Bundy was a delight to work with. She was very patient with the time it took me to complete the paperwork.

5
Date of experience: Oct 10, 2025
customer
Morgan was extremely helpful

Morgan was extremely helpful. She walked me through my transaction knowledgeably with patience and confidence.

5
Date of experience: Oct 10, 2025
James E
I appreciated Aaron's help

I appreciated Aaron's help. He was excellent. Hopefully my problem is resolved.

5
Date of experience: Oct 08, 2025
Brian Binke
Horrible experience with customer service

I’ve been a client of IRA Financial for nearly 15 years, and this has been one of the most frustrating experiences I’ve ever had.At the end of September, I initiated a transfer that I was told would take 3–5 business days. Because it was time-sensitive, I followed up on October 1 to make sure everything was in order. The representative said some paperwork was missing but helped me complete it online while I was on the phone. She again told me the funds would arrive within 3–5 days.Today is well past that timeframe, and the money still hasn’t arrived. When I called, I was told I now have to wait for someone to email me to schedule a verification appointment — with no indication of when available to talk to me — because they’re short-staffed. Meanwhile, these funds were supposed to go to my builder for a renovation tied to my IRA property.Because of this delay, I may lose my builder for several weeks and roughly $10,000 in lost rental income. I also take great pride in my reputation for always meeting my financial obligations on time, and this situation has unfairly hurt that reputation through no fault of my own. What makes this worse is that no one seems to care or take ownership. Instead of someone taking 30 seconds to verify my identity and fix this, I’ve been told to just “wait.”After nearly 15 years as a loyal client, I expected better communication, accountability, and urgency. This entire experience has cost me significant time and money.

1
Date of experience: Oct 08, 2025

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