Review Time
Complete nightmare every step of setting up a SDIRA to investing in a Private Placement. When they tell you “it takes 3 to five days” what they don’t tell you is that you have to deal with 5 different departments that each take “3 to 5 days” so realistically you are 3 to 5 weeks going from account setup, account funding, Private Placement vetting, filling out investment forms, then going to ‘full service’ team, then auditing, then outgoing wires. None of these departments talk to each other, there is no workflow. They don’t answer their phones, they don’t return calls when you leave a message. The recording tells you to use the chat feature on their website (it does not exist!) – when I finally was able to speak to someone they said you have to log out and use the chat feature before logging it – I tried that – does not exist either. My initial investment was $100k. Their website says my ‘current value’ is $200k after 1 month – wow, doubled my money and website says I have a 50% return – huh?? All that to say their technology is terrible, business process do not exist. You have to constantly call to get them to move to the next process. They get 1 star for doing two things well – promptly collecting their fees and apologizing for poor performance. Somehow they found a way to juice up their ratings but those high ratings are only for a few individuals, not the company itself. Please don’t suggest I email Mark or Brian because they either don’t exist or don’t care. I copied both of them over 2 weeks ago on a problematic email chain. The sound of my phone not ringing is them not calling. Adam Bergman cannot be aware of what a disaster this outfit is. If he is aware, he would be wise to sell before this cluster implodes.
From the beginning, the ROBS 401(k) process seemed daunting, to say the least. It involved a significant amount of money and a process I had no prior experience with. IRA Financial made the entire process smooth and relatively easy to navigate. They clearly outlined all costs upfront, and everything matched exactly what was explained—no hidden fees or surprises.They were always willing to explain the process and responded to my questions within a reasonable amount of time. I would absolutely recommend IRA Financial to anyone in a similar situation. The only reason I didn’t give a full five stars was communication. While they always answered my questions, getting in touch wasn’t always as simple as a quick phone call and typically required scheduling time through Calendly.This is truly a minor issue, and if I could give 4.9 stars, I would.
The paperwork was easy and got filed correctly, most of the rest is satisfactory. I have two cautions for the next guy:1. They don't provide an agent address, which means if you want to protect your privacy with a WY LLC, you have to go somewhere else to get an in state agent before you file your LLC. If you file with your own address initially - it completely obliterates your privacy. It seems a simple partnership with one of many companies that provide the serve is a no brainer - but they don't, or aren't sensitive to the privacy matter.2. Transfers of funds is an unnecessarily difficult and manual process. You would think by now they would have solved seamless electronic transfer by ACH instead of expensive manual wire transfers. It is 2025 and they take 2 weeks, consistently, to take your transfer request and send it to your banking institution (who turns it around the next day) and they receive and credit the funds to your account. For Gods sake, just charge us higher annual fees and not steal our interest with phony security settings and an antiquated manual process. You loose about $170 on your $100K transfer. Its a scam to increase revenue.The first item is easy for them to fix and the 2nd they seem unwilling to do.Good set up service just be aware of the pitfalls.
Jill Brenden made the experience great. She was able to quickly review my uploaded IRA documents and discovered an error and help me quickly fix it so that I could get in the document review queue and instructed me correctly on next steps
Maria Esposito was such a pleasure to work with. She was very knowledgeable about the ROBS 401k plan and gave me a peace of mind while navigating the whole process. She would even call me after hours and answer any questions that I would think of. Thanks Maria
Stay AWAY! I used IRA Financial trust to set up a self directed Roth IRA, since places like Vanguard and Schwab don't let you do that. However, when it comes to transferring money to and from their account, it is an unrelenting nightmare. Any and all transfers require email after email, phone call after phone call. The staff apologizes, but there is always a problem. Their money transfer procedures are astonishingly incompetent. Find another vendor! You have been warned.
Wow, what a treat! Prompt, competent, friendly, well staffed service. Becky S was exceptional. Somebody wise, discerning and hardworking at the top runs a tight ship. As the owner of multiple small businesses, I know all to well today's challenges. I'm glad I found you several years ago. Staff has repeatedly helped me thru detailed requirements! Thank you, IRA Financial!
Suvie Fogelman, was exceptional - she walked me through everything I needed using the on line website. Her directions were clear and concise, while being very patient with me as I was using my computer to complete forms to deposit money from my checkbook IRA into my custodial account and at the same time complete the form for my IRA mandatory 2025 distribution. She is kind, patient, understanding and extremely knowledgeable. I hope she is or becomes a longterm employee - the World needs more competent individuals like Suvie!
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