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Money & Insurance

IRA Financial

102 reviews

4.8102 reviews
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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)
Do you own IRA Financial? Claim this profile for free and start replying to reviews.
1-800-472-1043[email protected]irafinancial.com

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

R
Rami Zilber · 2 reviews · Experienced 2026-04-13 ·

Thanks to Mis Morgan A.

We would like to express our sincere appreciation for the outstanding service provided by Mis. Morgan A. Her professionalism, attention to details, and willingness to go above and beyond did not go unnoticed. It is rare to encounter such a high level of dedication and care, and her efforts truly made a positive difference. It was a pleasure working with her, and we look forward to the opportunity to do so again in the future. With warm regards, Dafna & Rami Zilberschmid

Reply from IRA Financial2026-04-13

Thank you for the kind words! We’re thrilled to hear that Morgan 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.

R
Robert Muñoz · 1 review · Experienced 2026-04-09 ·

I called in for help... and Morgan delivered

I called in for help to set up my Roth SDIRA as a legal entity on a broker site as part of the information required to purchase two private equity investment funds. Morgan Appeldorn was ready to help, had all the answers, sent me the bank details, and had a great attitude. Very much appreciated and well done, Morgan!

Reply from IRA Financial2026-04-10

Thank you for sharing your feedback! We’re especially glad to hear that Morgan was able to provide clear guidance and support throughout your experience. Helping clients feel informed and confident is a big part of what we do. We appreciate you being part of the IRA Financial community.