Name: irafinancial.com
Telephone: 18004721043
Rating: 4.5

Michael Varnes Guest

Exceptional Service

Eric has been exceptionally supportive throughout the process. We have called him on numerous occasions and each time he has been very helpful and professional, even when we had questions that didn't directly relate to his responsibilities.

Date of experience: Oct 02, 2025

Robert Guillory Guest

6 months ago

A Very Pleased Client

After having had a bad experience with a SDIRA custodial company, I deeply vetted possible replacements, and finally settled on IRA Financial Trust Company. The time spent researching was worth the effort...their materials are well written, comprehensive, but clear and understandable. And everyone with whom I have dealt has been competent and timely. Wish I had notes of everyone's name, but they include Avery Fertel, Cindy Freet, Britainy, and lastly, my new accounts specialist, Joshua Kurtz, who patiently and knowledgeably, through multiple telephone consultations, educated me, and brought my comfort level to the point where I decided on his company... which has turned out to be a great decision. A very satisfied customer from Lake Charles, Louisiana

Date of experience: Oct 02, 2025

Lena Guest

6 months ago

Quick, accurate, worth the cost

The account managers are quick to respond, efficient, and follow through on their word, making the entire process quite easy. They ensure your account is set up properly and in accordance with US laws.

Date of experience: Oct 02, 2025

Ramiro Ray Torres Guest

6 months ago

Morgan is an asset to your company

Morgan is an asset to your company, always spot on

Date of experience: Oct 02, 2025

David S. Guest

6 months ago

IRA Financial makes it easy

IRA Financial makes it easy. Great explanations, follow-up and responsive when you need it. Special thanks to Casper D. in onboarding and Eric VH in compliance for excellent service.

Date of experience: Oct 02, 2025

Daniel Guest

6 months ago

Brittany L was very helpful

Brittany L was very helpful, knowledgeable, and kind. She answered all my questions and helped me get all necessary forms completed/uploaded on my SDIRA.

Date of experience: Oct 02, 2025

Christina Garrett Guest

6 months ago

Jill Brenden is great!

Jill Brenden was fabulous! I’ve spoken to her twice now and she was very helpful both times. The service your representatives provide is great. Thanks so much!

Date of experience: Oct 02, 2025

Judson Stanion Guest

6 months ago

Fast and Precise

Asa Moring was speedy and accurate with a complex new application

Date of experience: Oct 02, 2025

WP Guest

6 months ago

Chat support is the best support

Nice person. Solved my problem quickly and efficiently.

Date of experience: Oct 02, 2025

Dana Brown Guest

6 months ago

Leyla did a great job filling my…

Leyla did a great job filling my request. I needed proof of a transaction and she was able to provide the documents in a timely fashion. She was very easy to work with.