温馨的服务体验
温馨的服务体验。 所有问题均得到解答并进行彻底研究,以确保所有问题得到解决。
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
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。
温馨的服务体验。 所有问题均得到解答并进行彻底研究,以确保所有问题得到解决。
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
我正在努力在 IRA Financial 设立 SDIRA。整个过程总体上很顺利。我一直在与 Jack Bickett 合作,他帮助我完成了整个过程,并解决了我可能需要帮助的任何困惑。我会推荐他们作为托管人,因为他们的客户支持/服务友善、乐于助人且快速,而且他们不玩游戏。我要向 Kimberly Powerll 和 Winston 表示感谢,他们帮助我解决了一些问题。
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.
到目前为止,我对 Advanta IRA 的经历有点震惊。这个月,我从一个与我合作了 8 年的竞争对手托管人那里跳槽了(一直很失望)。 IRA Financial 拥有友好、知识渊博且挑剔的客户经理,他们会加倍努力,确保每一个“i”都被点明、“t”被划掉。如果有遗漏或需要纠正,他们会立即提醒您,而不是坐等问题闲暇时解决。我的上一位 sdIRA 托管人在开车时睡着了,他们让我失去了投资机会。与一家似乎和我一样关心我的投资的公司在一起真是令人耳目一新。
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 非常出色地帮助我解决了 IRA 资产估值问题。 她非常耐心,清楚地指导我如何使用该工具。 再次感谢...
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Macey. We truly value your support.
梅西绝对是惊人的。她不仅是自己领域的大师,而且还是一个真正的好人。超级可靠。当 Maci 说她会跟进你时,这件事已经刻在石头上了。令人惊叹的客户服务体验。
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.
贝基非常乐于助人。 我对纳税情况感到困惑。贝基找到了他们的税务人员,然后给我发送了一个国税局直接支付网站的链接,这使得缴税的痛苦过程变得非常容易!
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.
贝基(Becky)非常出色地帮助我回答了我提出的许多问题。她非常有耐心,在我和她接触的过程中满足了我所有的需求。她是优秀客户服务代表的典范。
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.
我开设了自我管理的 IRA,IRA Financial 的所有人员都对我非常耐心。我在文件上犯了好几次错误,但他们仍然很专业并及时回答了我的问题。我非常期待拥有这个账户并能够指导我自己的投资。我的财务顾问试图吓唬我从我的帐户中提取资金,但一切都按预期进行。
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.
对于任何第一次参加 SDIRA 的人来说,这都是一个未知且艰巨的任务。在 IRA Financial 的帮助下,SDIRA 流程变得更加容易。他们帮助我建立了 SDIRA,并耐心地回答了我的所有问题并解决了我的疑虑。特别感谢 Jenn Benitez,他多次对我的 SDIRA 流程的成功表示关心和兴趣。
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 和 IRA 财务团队都是一流的。这是我们与该集团的第三笔交易,他们继续超出我们的预期。
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.
我开始怀疑这家公司是不是一个骗局。 客户服务几乎不存在。 亲自尝试一下 - 拨打 800 号码并选择除“新帐户”之外的任何内容。 电话永远响个不停,没有人接听,没有语音信箱,什么也没有。 网上聊天也类似,有时10分钟后就有答复。 他们给出了各种借口来解释为什么该账户还没有收到资金;最后一个是“也许您的金融机构将展期支票邮寄到了错误的地址,因为我们几年前确实搬家了。” 严重地? 我向银行提供了 IRA Financial 提供的表格,其中清楚地列出了地址。 这家公司就是个笑话。 看看其他地方,以免让自己感到沮丧。
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.
我刚刚和贝基·西福通完电话——她很棒。为什么?她不仅对我很有耐心,而且有知识和能力来处理我的问题。很多时候我犹豫是否要拨打任何客户服务号码 - 但有时我别无选择 - 在与 Becky 交谈之后 - 我不仅会拿起电话再次拨打,而不是浪费时间试图找出答案 - 如果人们想要具有真正客户服务技能的真实人员,我会告诉人们使用 IRA Financial。 谢谢你!
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.
摩根非常乐于助人、快速且友好。真的很感谢她的快速反应。我的询问。
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.
当我打电话时,摩根总是很关心和乐于助人。 她的客户服务非常好。 IRA Financial Trust 是管理我财务的好地方。 我强烈推荐他们。
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.
我在 IRA Financial 工作。 Nelza 在设立我的 ROBS 账户并为我的交易提供资金方面为我做了出色的工作。 我会再次与他们合作。
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.
摩根在电话中与我交谈真是太棒了,他解释了我投资延迟的原因。 我很欣赏透明度!
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.
我正在与杰克逊和莫纳亚合作,他们现在正在协助我的转会。 正如您所期望的那样,他们使整个过程变得顺利和专业。 谢谢大家!!!
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 非常有帮助地解释了如何发起多项交易!
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
共 102 条符合条件的评价