Review Time
Jill Brenden, once again, stepped up and delivered exemplary service. Going out of her way to deal with changing administrative and policy at IRA FINANCIAL TRUST.She solved my issue with IRA Financial not being responsive to my emails and my questions concerning potential text, email , telephone scam attempts and IRA Financial’s failure to communicate clearer with customers.
Knowledgeable. Morgan didn't try to get me off the phone but offered without me asking to help me fill out the form online which I had already been struggling with. It took her an extra 3 minutes but made a big difference to me and probably saved me 30 minutes. Thank you so much.
Asa Moring reached out by text and email to help facilitate a transfer. She was very proactive in providing all the necessary information up front. During our interactions, I decided to adjust the transfer, and she was able to pivot with me to help complete the transaction. Her communication was great, and her willingness to be patient while I worked through an additional transaction was greatly appreciated. Once I was ready, she responded very quickly to get the transfer completed ahead of our planned completion day and time.
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