Name: irafinancial.com
Telephone: 18004721043
Rating: 4.5

Steve Atwood Guest

When I couldn't access certain details…

When I couldn't access certain details off the website, Jill answered all my needs promptly and professionally in the chat room.

Date of experience: Oct 07, 2025

Tim Fox Guest

6 months ago

efficient and prompt

efficient and prompt. A+ on customer service today.

Date of experience: Oct 06, 2025

Randy Buskirk Guest

6 months ago

Aaron helped me gather the right…

Aaron helped me gather the right documents for a transaction. This helped me in a timely manner which was appreciated since this was a time sensitive matter.

Date of experience: Oct 06, 2025

Remy Guest

6 months ago

Jen's was kind

Jen's was kind, patience, and willing to walk me through key paperwork to complete my IRA application. Thanks,Run

Date of experience: Oct 06, 2025

James Brown Guest

6 months ago

IRA Financial Trust is easy to work with.

Aaron S was great to work with. He understood what I needed and was quick to deliver the information. He is very competent in his work and enjoyable to work with. Great experience!

Date of experience: Oct 05, 2025

me bailey Guest

6 months ago

Understood what I needed and took care…

Understood what I needed and took care of it

Date of experience: Oct 03, 2025

Ezra Friedberg Guest

6 months ago

Asa Moring was 5 star

Asa Moring was professional, pleasant and very helpful on a complex matter.

Date of experience: Oct 03, 2025

Josh Henderson Guest

6 months ago

Incredibly patient and knowledgeable

Incredibly patient and knowledgeable. Very grateful for Eric!

Date of experience: Oct 03, 2025

scott yahne Guest

6 months ago

Excellent customer service....

Brittany Ludens was extremely helpful and knowledgeable. She is a great asset for IRA Financial. Thanks Brittany!

Date of experience: Oct 03, 2025

Valerie Guest

6 months ago

I trust IRA Financial

I have been moving money through my IRA Financial account, and because I didn't plan well I had to pay to expedite for a few different transactions. I called IRA Financial many times, always speaking to Jill Brenden and Morgan. Both ladies were professional, efficient, and effective and helped sort out my issues, concerns and paperwork. Thanks for their help and I am impressed with the folks at IRA Financial. I am in many forums that are pushing Horizon and Equity Trust, and I always remind people that there are other companies and speak highly of your company.