Review Time
The ROBS process can be difficult for somebody with no prior experience to understand. Maria Esposito took the time and walked me through each step of the process. It was more than customer services, I could tell she genuinely cared. I appreciate her hard work and patience.
My experience with IRA Financial and especially Nelza Martins has been outstanding from start to finish. The entire ROBS process was handled with the utmost professionalism, clarity, and attention to detail. Nelza guided me through each step, providing timely updates and ensuring that every part of the transaction proceeded smoothly.What truly set this experience apart was the level of communication and personal attention — I never felt uncertain or rushed. Every question I had was addressed thoroughly, and the process of funding my C-Corporation business checking account was completed seamlessly.I am deeply appreciative of the expertise, patience, and dedication shown throughout the process. I highly recommend IRA Financial to anyone seeking a reliable and knowledgeable partner for their ROBS setup. It’s a pleasure to reach this exciting milestone with such capable support behind me.Thank you, IRA Financial and Nelza, for your exceptional professionalism and client care!
Tamara's service was extremely helpful and supportive from start to finish. She was quick to respond and made the process easy and stress free. Tamara had a really positive, welcoming energy that made the whole experience feel comfortable and encouraging. She also did a great job guiding me through the next steps, explaining everything clearly so I knew exactly what to do moving forward. Overall, it was a smooth and reassuring experience.
Two years later and Jenn was a great help getting a Certificate of Incumbency for my LLC, which she had helped me with in getting a new Certificate of Good Standing for a Change of Address in 2024! Super attitude, excellent understanding of the system, and I enjoyed practicing my Spanish with her!
I wanted to have a Roth IRA in a specialized investment area which involved a separate investment platform. Initially (about 5-6 years ago), though a bit clunky, I was able to invest in what I wanted and the reporting for the IRA's value was pretty easy to do. At that point, I would have rated IRA Financial "5". About two years ago, IRA Financial switched investment platforms for this investment. Since then, the service has fallen far short of my expectations or experience with the previous investment platform. Comparatively speaking, my investment choices are VERY limited, and many of the investments listed as "available to invest" are showing up with "no trades", "no market", etc. which I know is totally inaccurate. There is no explanation as to why, if they are listed on this new platform as being available to invest in, they are not tradeable. Getting to the investment platform is no longer intuitive. It is confusing at best. Reporting the value of the IRA is impossible at this point. When I click on the choices that IRA Financial personnel directed me to do via email, I get a blank screen with a tiny bit of writing that says, "No asset valuation found" or something similar. Repeated attempts to have IRA Financial simply EMAIL ME THE FORM so that can complete it have met with no success. Since it has been five years since I set up this IRA, I will look for alternatives that are more user-friendly and offer better customer service. What a pain.
Claim your business profile now and gain access to all features and respond to customer reviews.
jonesrobinson.co.uk
luxuryhousesitting.com
ffl.net
swiftresponsecrypto.com
nyble.com
pbm-property.com
oncorecg.com
nav.com
bluetape.com
brieflycover.co.uk