IRA Financial

“The process of setting up my self-directed IRA was quick and painless. There were a lot of forms to be completed, but the customer service at IRA Financial Group is great and they are very quick to respond. I was able to complete my set up quickly and get my funds transferred very quickly. Thanks!”

“My experience with IRA Financial Group has been excellent. From the start they were prompt to answer calls and emails, answer questions and follow through at every step of the set up of my account. They are professional, knowledgeable and helpful in all aspects of providing excellent service. I highly recommend IRA Financial Group!”

“My corporate marketing role was eliminated after 15 years. It gave me the idea to finally start working for myself. But then fear set in and for weeks I felt paralyzed. I didn’t know how to make it happen. The professionals at IRA Financial Group helped me take the leap of faith I needed and now I’m operating and feeling so confident backed by a strong support network at IRA Financial Group. It’s so worth the investment.”

“I contacted more than nine IRA product providers before I happened upon IRA Financial Group. I was astounded to find myself talking to one of the owners and senior managers, a widely-published authority on IRAs. The process was straightforward, the fee very competitive. As a tax advisor, I have confidence IRA Financial Group will be there to keep my plans active and compliant. Thank you!”

“Before calling them I called one other company and they were not friendly on the phone. IRAF answered and right away it was a different tone. Very helpful, answered my questions and explained my options. I ended up using them to open an IRA LLC and a Solo 401(k).”

“Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401K providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services. I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing.”

“I recently established a Self-Directed IRA LLC with IRA Financial Group. I did my homework and am thrilled that I chose this company. Their customer service has been outstanding! Each step in the process has been clearly outlined and every staff member has quickly responded to any question I have. I'm 100% satisfied to date.”

“Setting up my Checkbook IRA LLC could not have been easier. The turnaround was fast, questions were answered promptly.”

“We funded our franchise without a single loan payment. IRA Financial walked us through every step.”

“Fast, compliant, and transparent — exactly what a first-time business buyer needs.”

“I'm an accountant in the later part of my career who became interested in Crypto. IRA Financial has an A+ BBB rating, a good history, the best price for the Crypto ROTH product I needed and great service!”

“Online application process was very simple. Any questions I had was quickly responded to by humans and not simply an unintelligent bot. Establishment of my LLC and bank account was very smooth.”

“I researched several companies before deciding to go with IRA Financial. I am completely happy with my choice. I appreciate that I can ask questions about rules prior to making an investment to make sure I am compliant. I like that I can invest in traditional investments, but also real estate. I have invested in land, rentals, and home flips. Whenever I am speaking with self-employed individuals, I bring up IRA Financial and the idea of opening a Solo 401(k). I think it is a no-brainer for someone who is self-employed and wish I had opened mine up sooner.”

“I believe that the sphere of influence, those we surround ourselves with and the firms we partner with is critical to our success. I’m honored to have found Adam Bergman and IRA Financial. Adam and his team have created a culture of raving fans, and I’m truly grateful to be one of them. Being treated like family is absolutely priceless.”

“I've looked at all of the participants in this space and IRA Financial was the clear choice. They were the easiest to work with, answered all my questions and concerns prior to me taking the steps to open the account. The process is straight forward and there are no surprises. My investments in Real Estate have been largely successful. IRA Financial is professional, has great support, and put the customer in the driver's seat.”

“I have been a client of IRA Financial for several years and I really love them. I've worked with other companies, and they just were not as easy to work with. I appreciate being able to get somebody on the phone and getting help with taxes. Just everything has been so easy to work with. I have, and do, recommend them to anyone thinking about self-directed investing.”

“I decided to open a Self-Directed IRA because I wanted to invest in real estate projects. Also, having control of my money was a big motivating factor as well. Being able to decide where and when to invest has been very successful for me. All the real estate projects I have selected have been solid investments. I have recommended IRA Financial to friends and family.”

“They did a great job getting my very complicated ROBS structure and documentation set up properly. Timely, friendly, and at a great price! They went out of their way to make sure that all of my questions were answered and all of my concerns were addressed quickly and professionally. Looking forward to using IRA Financial for years to come!”

“IRA Financial made a potentially complicated ROBS transaction feel seamless. They provided clear direction at every step, was always available for questions, and ensured my business was funded on schedule. Their professionalism and expertise gave me total confidence in my new business structure. Five stars for IRA Financial and the team!”

“I recently worked with IRA Financial to complete a ROBS to funds a new business startup. They made the process seamless from start to finish. If you are looking for an alternate way to finance your new business venture, I highly recommend IRA Financial.”

“The ROBS process can be difficult for somebody with no prior experience to understand. They took the time and walked me through each step of the process. It was more than customer services, I could tell they genuinely cared. I appreciate their hard work and patience.”

“I called needing help with how to do both an Employee Contribution and an Employer Contribution to my Solo 401k. They were extremely patient with all my questions and ensured I understood when we were done.”

“IRA Financial did an outstanding job helping us with our Form 5500-EZ forms. We sent him the information on the investments we made over the years. They took the time to review our transaction history within our solo 401(k) and figured it all out for us. We are now on track, and we are thankful. We are so glad we are part of the IRA Financial!”

“The team at IRA Financial was patient and awesome to help me fill out my 5500-EZ form for my Solo 401K. They are great!”

“Top Tier Customer Service! They were extremely helpful and professional! They patiently fielded each of my numerous questions and encouraged me to call anytime I need assistance. This level of customer service assures me that I chose the right financial institution for my Solo 401K!”