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%

Filtered Reviews

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Review Time

customer
Aaron S saved the day

Aaron S was patient, informed and extremely committed to helping me.

5
Date of experience: Sep 22, 2025
Natalie Straight
Morgan was very helpful!

Morgan was very helpful!She was patient, diligent and answered every question and made sure I had what I needed. Excellent service.

5
Date of experience: Sep 22, 2025
Dharma
IRA Financial keeping my money and releasing them on time

I transferred my funds to IRA financials. They received the check few days ago . They didn’t deposit check into my account saying that there is no deposit form a week ago. I submitted deposit form. They waited three more days and sent me an email saying that form filled wrong. I called them took their help and filed the forms to their satisfaction and requested them to verify and the nice lady confirmed twice everything in place. Today , I received an email saying that forms are filled correctly. How come it’s incorrect I took their help and they confirmed twice. At this time I cannot think any thing but they want to keep the money as long as possible without any accountability, without interest and no responsibility. Basically my funds stuck with the company and I can’t use my funds. I don’t know what to do now.

1
Date of experience: Sep 19, 2025
Sudhakar R
Asa Moring helped me by quickly…

Asa Moring helped me by quickly processing an urgent request for an investment. Thank you Asa and IRA financial group for a great service to your customers.

5
Date of experience: Sep 19, 2025
Asa Moring was very responsive

5
Date of experience: Sep 19, 2025
customer
Becky Scifo is an outstanding customer…

Becky Scifo is an outstanding customer support agent! She is extremely knowledgeable and pleasant. I always ask for Becky because of my prior favorable experiences with her. Today I called and Becky was out. Aaron S. informed me she would return next week if Becky's personal involvement was necessary. But he offered to help in her absence and did a similar great job. I told Aaron that I now have a #2 favorite customer support person. Please don't loose these great customer support agents.

5
Date of experience: Sep 19, 2025
Christopher J.  Sweeney
Asa was Excellent

Asa was Excellent. Fast and efficient.

5
Date of experience: Sep 19, 2025
Bill
Asa was great

Asa was great. He was organized and sorted out all issues during the call where I sent documents and he addressed matters. Final follow up was handled with in 10 minutes.

5
Date of experience: Sep 19, 2025
Robert
Morgan A

Morgan A was very knowledgeable and helpful today. A very pleasant voice to listen to as well but you could hear her confidence on how to help.

5
Date of experience: Sep 19, 2025
Michael Hannon
Timeliness and professionalism.

Timeliness and professionalism was impeccable. Asa Moring delivered outstanding service handling my inquires with care. Thank you.

5
Date of experience: Sep 18, 2025

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