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.
Warm service experience. All questions answered and thorough research done to ensure all problems solved.
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
I am working to setup an SDIRA at IRA financial. The process has generally been smooth. I have been working with Jack Bickett, who has helped to walk me through the process and solve anything confusing that I might need help with. I would recommend them as a custodian because their customer support/service is kind, helpful, and fast and they don't play games. I want to shout out Kimberly Powerll and Winston, who helped me out with some of my problems.
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to our team. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
I'm a bit blown away by my experience with Advanta IRA so far. I switched over this month from a competitor custodian I had been with for 8 years (consistently disappointed). IRA Financial has friendly, knowledgeable, and fastidious account managers who go the extra mile to make sure every i is dotted and t is crossed. They will alert you immediately if something is missing or needs corrected, rather than sitting on the issue and getting to it at their leisure. My last sdIRA custodian was asleep at the wheel and they cost me investment opportunities. It's refreshing to be with a company that seems to care as much about my investments as I do.
Thank you for your kind words! We’re so glad to hear you had a positive experience. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
Macey Klages was exceptional in assisting me with my concerns on the Asset Valuation of my IRA's. she was very patient and clearly instructed me in on how to use the tool. Thanks again...
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Macey. We truly value your support.
Macy is absolutely amazing. Not only is she a master of her domain, but she’s genuinely a nice person. Super dependable. When Maci says she’s gonna follow up with you it’s etched in stone. Amazing customer service experience.
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Macey was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Becky is super helpful. I was confused by a tax payment situation. Becky got ahold of their tax person and then sent me a link to the IRS Direct Pay website which made the painful process of paying taxes very easy!
Thank you for the kind words! We’re thrilled to hear that Becky went above and beyond to assist you. Delivering that level of service is exactly what we strive for, and your feedback is truly appreciated. Thanks again for choosing IRA Financial.
Becky, did an excellent job of assisting me by answering numerous questions I had for. She was very patient and met all of my needs during my contact with her. She was the model of a great customer service representative.
We appreciate your feedback! It’s great to hear that Becky provided clear and helpful communication throughout the process. We know how important that is, especially with self-directed investing, and we’re glad you had a positive experience.
I opened up my self directed IRA and all the individuals at IRA Financial have been very patient with me. I have erred several times with documents and they have remained professional and have answered my questions in a timely fashion. I'm so looking forward to having this account and being able to direct my own investments. My financial advisor tried to freak me out about withdrawing funds from my account, but all has gone as expected.
Thank you for your kind words! We’re so glad to hear you had a positive experience, and we’ll be sure to pass your feedback along to our team. Providing knowledgeable and responsive support is something we take seriously, and it’s great to know that came through. We truly appreciate you choosing IRA Financial.
For any first time SDIRA participant it is somewhat unknown and daunting task. The SDIRA process was made significantly easier with the help of IRA Financial. They helped me establish my SDIRA and patiently answered all my questions and addresses my concerns. Special thanks to Jenn Benitez who repeatedly shared care and interest in the success of my SDIRA processes.
Thank you for your review! We’re so glad to hear that Jenn was able to assist you and provide helpful, informative support. We’ll be sure to pass along your feedback.
Nelza and the IRA Financial team are top notch. This is our 3rd transaction with the group and they continue to exceed our expecations.
Thank you for your continued trust in IRA Financial. It means a lot to us to have long-term clients like you, and we’re glad to hear our team has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
I begin to wonder if the company is a scam. Customer service is near non-existent. Try for yourself -- call the 800 number and pick anything other than "new account." The phone will ring forever, no answer, no voicemail, nothing. The online chat is similar, sometimes I get an answer 10 minutes later. They give various excuses as to why the account isn't funded yet; the last one was "maybe your financial institution mailed the rollover check to the wrong address because we did move a few years ago." Seriously? I provided my bank with the forms IRA Financial provided, which clearly list the address. This company is a joke. Look elsewhere and save yourself the frustration.
We’re sorry to hear about your experience and understand how frustrating these delays and communication challenges have been. This is not the level of service we strive to provide, and we appreciate you bringing these concerns to our attention. We would like the opportunity to look into your situation further and help resolve any outstanding issues. Please reach out directly to our Director of Client Relations, Mark, at [email protected]. We will review your account and follow up with you directly.
I just got off the phone with Becky Scifo - she was great. Why? Not only was she patient with me, she had the knowledge and capacity to handle my issue. So many times I hesitate to call any customer service number - but sometimes I have no other choice - after my conversation with Becky - I would not only grab the phone to call again instead of wasting time trying to figure something out- I'm going to tell people to use IRA Financial if they want real people with real customer service skills. Thank you!
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Becky was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Morgan was very helpful, fast, and friendly. Really appreciate her quick response. to my inquiry.
Thank you for the great review! We’re glad to hear that your experience was efficient and that Morgan helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Morgan is always caring and helpful when I call. Her customer service is excellent. IRA Financial Trust has been a great place for managing my finances. I highly recommend them.
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Morgan was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
I worked with IRA Financial. Nelza did a GREAT job for me in setting up my ROBS account and funding my deal. I'd work with them again.
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that Nelza was there to help along the way. We aim to make onboarding as straightforward as possible, and your feedback is great to hear.
Morgan was amazing to speak to on the phone and explained what was going on with my investment delay. I appreciate the transparency!
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
I am working with Jackson and Monaya and they are in process of facilitating my transfer right now. They are making the process smooth and professional, just like you would expect it to be. Thanks y'all !!!
Thank you for the great review! We’re glad to hear that your experience was efficient and that our team helped move things along smoothly. We know how important timing can be, and we’re always working to provide a streamlined process. We appreciate your trust in IRA Financial.
Thank you for your review. We appreciate your support and are glad you had a positive experience with IRA Financial.
Jill Brenden was very helpful explaining how to initiate several transactions!
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
102 reviews matching