Review Time
Avery Feterl was extremely helpful with my transfer and followed up quickly to make sure her secured email reached me (it went to my junk folder in fact). The quick responses and follow ups were much appreciated and created a wonderful customer experience!
Morgan the customer service representative I have worked with a couple of times has been consistently great. She is knowledgeable and responsive. For example, when I needed a status on an investment rather than get back to me via email she placed me on hold and got an update for me within minutes.
I’m a long time customer of IRA Financial. The transfer process is easy to complete thanks to employees like Asa Moring. Asa followed up with updates throughout the entire process. It is always great when you have a company that believes in communication with their customers
The company delivered to what it promised me in setting up the ROBS account, walking thru the process, being transparent and executing it to the tee. It is important to me because I'm new to the whole process.All of the above can only be accomplished only when company has competent resources handling the customer needs. People make it happen. This is where Maria Esposito, ROBS specialist needs special mention. She worked with me on daily basis, answering all my questions, clearing my doubts as the process took time (08/01/2025 to until now). She has been extremely patient and walked me thru the process multiple times and always followed up with me after each step in the process. She is a pleasure to work with and not to mention her subtle sense of humor!
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