IRA Financial（irafinancial.com）在 OK.one 的综合评分为 4.8 分（满分 5 分），基于本站收录的 102 条用户评价，属于金钱与保险分类，口碑优秀。好评高度一致，96% 的评价为 4 星及以上；商家回复了 100% 的差评。数据最后更新于 2026-08-10。
Macey K.给了我很大帮助。 这是我为 SDIRA 购买的第一处房产。 她帮助我完成了资金转移流程以及所有权和签署协议。 这使得交易非常干净和简单。 再次感谢梅西！
Thank you for sharing your feedback! We’re especially glad to hear that Macey 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.
我有一段美妙的合作经历 摩根，IRA Financial 的一名员工，同时设立了我的自我指导 IRA。她知识渊博、专业，并且在整个过程中非常容易合作。 摩根耐心地回答了我所有的问题并指导了我的每一步。 她的善良、礼貌和专业知识使原本复杂的过程变得简单且毫无压力。我真的很感谢她的奉献精神和出色的客户服务。我强烈推荐摩根和 IRA Financial 给任何有兴趣开设自我管理 IRA 的人。 感谢您的帮助。
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.
Macey K 帮助我了解了如何通过 IRA Financial 经纪合作伙伴的在线链接购买股票。 梅西专业且令人愉快，是一位非常适合合作的经纪人。 谢谢你，梅西。
Thank you for sharing your feedback! We’re especially glad to hear that Macey 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.
我有一个关于我的单独 401 (k) 计划受益人的紧急问题，并与 Rhiannon P 打交道。她非常出色，让我平静下来，了解我需要什么，然后与我分享了解决方案。非常感谢她的耐心和知识。
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 Rhiannon. 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.
IRA Financial 的投资专家布伦达·本宁 (Brenda Benning) 的合作非常出色，让我与 IRA Financial 的互动非常愉快。 我最近需要将资金从我的 Vanguard IRA 账户转移到 IRA Financial，然后进行我想要进行的投资。时间安排要求投资必须在某个特定日期之前完成。 布伦达在整个过程的各个阶段都提供了极大的帮助。如果没有她对我的需求的细心关注，我不可能在投资期限内完成。 布伦达（Brenda）和 IRA Financial 的其他人非常适合合作。我向其他人强烈推荐 IRA Financial，因为 IRA Financial 团队为我提供了优质的客户服务。
Thank you for the kind words! We’re thrilled to hear that Brenda 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.
我很高兴与 IRA Financial 的 Maria Esposito 合作，我对她提供的卓越客户服务赞不绝口。从始至终，玛丽亚都很耐心、专业，而且知识渊博。她花时间解释了这个可能非常复杂的过程的每一步，确保我理解整个过程中的一切。 感谢她的指导、耐心和愿意回答我所有的问题，整个过程比我预想的要容易得多。她让最初看似复杂的事情变得简单且易于管理。在整个经历中我确实感受到了支持，她的奉献让我每一步都充满信心。 我很幸运有玛丽亚帮助我完成了这个过程，我真诚地感谢她所做的一切。她的专业精神、耐心以及对卓越客户服务的承诺使一切变得不同。如果您与 IRA Financial 合作，我强烈建议您联系 Maria Esposito。她是公司的宝贵财富，我找不到比她更好的人来指导我完成整个过程了。
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Maria 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.
摩根A很棒。知识渊博而且非常有耐心。她是五星级
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
Rhiannon Poppinga 回答了我所有的问题。客户服务非常好。
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Rhiannon. We truly value your support.
我非常感谢埃里克·范特霍夫。与接听电话的专业、乐于助人、知识渊博的人交谈真是令人耳目一新。 惊人的！
Thank you for sharing your feedback! We’re especially glad to hear that Eric 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.
与艾弗里合作很愉快。他是“人”的活生生的例子，他承担个人和职业责任，提供我们许多人深深感激和迫切需要的客户服务。他对卓越和正派的承诺体现在我们的每一次沟通中。 HR 的这个选择做得很好👍👍👍
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Avery 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.
梅西在解释我对我的帐户的担忧时非常乐于助人且非常耐心。 当我在网站上进行故障排除时，她一直在打电话，并且一直非常友好。 令人难以置信的知识渊博，优质的客户服务！ IRA FINANCIAL 很幸运能拥有她！
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.
Rhiannon P 和 Morgan A 使过渡非常顺利。 他们非常专业且知识渊博。 谢谢你！
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.
我与 IRA Financial 签订了合同，起草我的企业 401K 退休计划。 他们最初做得很好并且可以进行沟通。 之后，他们每年向我收取 199 美元的费用，用于监督该计划、添加任何新要求并提交 5500 表格。 他们从未提交过 5500 表格。 通讯中断了，电子邮件也无法使用了。 然后，他们在没有通知的情况下突然将费用加倍。 他们没有提供任何计划附录，也从未提交过 5500 表格。 我反复要求他们停止向我收费，但他们声称如果不使用他们作为管理员，国税局将认为我的计划无效，并且他们不会停止向我收费。 我向国税局核实这不是真的，我可以成为我自己的计划管理员（这些年来我一直在提交表格）。 他们现在雇用咄咄逼人的收债机构来骚扰我。
Thank you for taking the time to share your feedback. We're sorry to hear about your experience and understand your frustration regarding communication, billing, and your plan administration. We've escalated your comment internally. Please contact our Director of Client Relations at [email protected] so we can discuss your account directly and work toward a resolution.
IRA Financial 客户服务团队在自主退休领域的所有领域都非常了解。他们总是很亲切，并为您向他们提出的任何问题提供无可挑剔的支持。合作愉快。
Thank you for sharing your feedback! We’re especially glad to hear that our team 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.
Macey K 彻底且专业地回答了我所有的问题。
We appreciate you taking the time to share your experience. It’s great to hear everything went well, and we’re grateful to have you as a client. Thanks again for your support.
IRA Financial 在帮助我们启动资金方面表现出色，实体组建过程顺利高效。如果您有传统托管人的退休储蓄，那么与新兴金融科技公司的托管人相比，这个过程会更简单，挑战性也更小。我仍然推荐IRA Financial。谢谢你，内尔扎，你的辛勤工作！
Thank you for the great review! We’re glad to hear that your experience was efficient and that Nelza 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.
每次我致电 IRA Financial 时，工作人员都始终友好且乐于助人。今天与摩根 A 交谈 再次证明了这一点。谢谢你！！！
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 Morgan. 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.
摩根A非常有帮助。知识渊博，热情而耐心。
Thank you for your kind words! We’re happy to hear you had a positive experience and appreciate you being part of the IRA Financial community.
在经历这个过程时，您将需要一个您认为是队友和责任合作伙伴的人。 玛丽亚·埃斯波西托就是其中之一。她非常了解您的情况，并希望看到您和您的商业计划获胜。 如果您有幸能够与她的信任合作并相信您的业务结构、想法和计划都在良好的掌握之中。
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Maria 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.
玛丽亚·埃斯波西托 (Maria Esposito) 为 IRA Financial 提供了真正令人难以置信的帮助。她知识渊博，每当我们有任何问题时她都会迅速回复。她能够根据我们在 IRA Financial 处理复杂问题的财务复杂性的经验来指导我们。该公司在帮助我们方面做得很好，她在我们让事情进展顺利方面发挥了重要作用。
Thank you for sharing your feedback! We’re especially glad to hear that Maria 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.
共 102 条符合条件的评价