You people are pathetic
You people are pathetic. The request to transfer funds was made on the 28th of July FOR AN EXPEDITED TRANSFER. Funds shoule have been transfered on the 29th or the 1st. CAN YOU DO ANYTHING ON A TIMLY BASIS???
About IRA Financial
Data updated- Website
- irafinancial.com
- Category
- Money & Insurance
- Location
- United States · Sioux Falls
- Status
- Unclaimed
- Last 12 months
- 102 reviews
- Replies to negative
- 100% (4/4)
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Is IRA Financial legit?
IRA Financial (irafinancial.com) has a 4.8 out of 5 rating on OK.one, based on 102 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 96% rating it 4 stars or higher; The business has replied to 100% of negative reviews. Last updated 2026-08-10.
What people say
Very productive
Macy was great
Macy was great! Very responsive and patient. She help me through every step, I would have been so lost without her help.
I received a letter from the IRS…
I received a letter from the IRS stating that I owe money from 2021 and 2022 from a 990T form I never received. My husband has been trying for a week for someone to return his calls from the tax department. My question is what service do they provide as it's certainly not customer service.
Reply from IRA Financial2026-08-06
We’re sorry for the frustration and concern this situation has caused. Our tax professional has been attempting to connect with you directly and has left voicemails so we can discuss your concerns. Please feel free to return our call or email our tax team directly at [email protected].
We really appreciated the calm and…
We really appreciated the calm and confident demeanor of Rhiannon Poppinga while we were on the phone with her as she was explaining our need to redo the transfer of our account from our former holding company to IRA Financial. Thank You Dennis and Karen Rausch
It was a great experience
It was a great experience. I feel like my business is in good hands with IRA FINANCIAL
Top notch customer service
The idea of opening a self-directed IRA can be intimidating. After years of discussions and research, we finally did it and chose IRA Financial after speaking with several options recommended by Forbes. The customer service experience has been very good. Today, I had to conduct a transaction on the IRA Financial website and Morgan A was so patient and helpful. With her help, I learned how easy it is to do the tasks I need to do to move money and investments around. Customer service is easy to reach and they are very practical in showing step-by-step how to do things. They have integrated everything on their website and made access to traditional investments and banking simple so that you can park money easily while assessing non-traditional investments. It is really a no-brainer to go with IRA Financial and I am glad I did. …and thanks Morgan
Most everything about working with IRA…
Most everything about working with IRA Financial has been positive. I have been using them as SDIRA custodian for 7 months and made 7 investments. Customer support has been good (most recently Morgan A). Web site is decent. My only complaint is how long it takes to get an investment through the IRA Financial process. A private investment that I do outside of my IRA typically takes about 2 days start to finish. With IRA Financial, the same investment might take 2 weeks.
Reply from IRA Financial2026-08-06
Thank you for sharing your experience and for trusting IRA Financial with your self-directed investments. We’re glad to hear that your experience with our team has been positive, and we’ll be sure to pass along your kind words to Morgan. We also appreciate your feedback regarding investment processing times. We know timing is important when pursuing investment opportunities, and feedback like yours helps us identify where we can continue improving our processes and overall client experience. Thank you for choosing IRA Financial!
Excellent Customer Service Reps
The ladies(Morgan & Brittany)that answer the phones are always pleasant, knowledgeable about technolog & helpful. Morgan A was very helful &patient with me when I called. She walked me thru everything I needed to do. If one way didn't work, she found another way. She spent 40 mins with me. I was so apprecative of her time, knowledge & patience. She made the process quick & easy. She made some really good suggestions for me so that I don't have to do all the little things that stress me out. Excellent customer service from Morgan A/
Suvie F is a rock star!
I had been struggling for weeks to complete a transfer between another bank and IRA Financial. Suvie initiated a 3-way call with the other bank and tirelessly worked with them for OVER AN HOUR to get it completed. Her calm demeanor kept my frustrations in check as the other bank kept having issues on their end. It wouldn't have happened without her. Thank you, Suvie!
Got great help logging in but maybe I…info
Got great help logging in but maybe I didbt ask right question, How much is my account making
Reply from IRA Financial2026-08-06
Thank you for your feedback! We’re glad our team was able to help you get logged in. We also want to make sure you get the information you’re looking for regarding your account and its performance. Please reach out to our team with your question, and we’ll be happy to help point you in the right direction. We appreciate you choosing IRA Financial!
Morgan A. is excellent
I've had some communication issues with IRA Financial, but both times it was resolved when I spoke to Morgan A. She is excellent. She explained what went wrong and got me back on track. I'm very grateful for her assistance.
Friendly and thorough service
Morgan was friendly patient and thorough in addressing my questions.
Morgan was very helpful and polite!
Suvie S was very responsive
Suvie S was very responsive. Thank you.
As the PR for a family member's estate
As the PR for a family member's estate, I had to locate several LLC documents to conduct a real estate transaction. I reached out to IRA Financial to request the documents and received excellent prompt and courteous service. Jenn B. responded to my inquiry within one day and provided exactly the documents that I requested, along with other important, detailed information. Very much appreciated. Thank you Jenn B.!
Tamara did an amazing job at guiding us…
Tamara did an amazing job at guiding us through the ROBS setup. She made it easy for us!
IRA Financial is great!
IRA Financial is very helpful and responsive.
Morgan was great
Morgan was great, friendly and knowledgeable, had a personality that made me feel comfortable. Gave me clear, efficient direction with a smile.
Tamara made my experience a seamless…
Tamara made my experience a seamless one. She was there to help with any concerns I had as well as answering my rhetorical questions!! She made me feel very comfortable with this process.