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 g... See more
Company replied
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Review summary
Based on reviews, created with AI
What people talk about most
Based on these reviews
Wow, what a treat! Prompt, competent, friendly, well staffed service. Becky S was exceptional. Somebody wise, discerning and hardworking at the top runs a tight ship. As the owner of multiple small bu... See more
Company replied
I am not familiar with 401K , I don’t speak or understand the language , procedures , rules and regulations. Tamara Perez was so patient and understanding of my lack of understanding and knowledge. Ta... See more
Company replied
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... See more
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Company details
About IRA Financial
Written by the company
The smarter way to invest your IRA or 401(k) in alternative assets
At IRA Financial, we help clients take control of their retirement funds and invest beyond traditional stocks and mutual funds — including real estate, private equity, crypto, and more. Our clients value having direct access to in-house tax and ERISA professionals to help ensure their structure remains IRS compliant every step of the way.Getting Started is Simple
Whether you're diversifying, self-employed, or funding a new business, we provide the structure and support to help you move forward with confidence.Contact info
5109 S Broadband Ln, 57108, Sioux Falls, United States
- 1-800-472-1043
- info@irafinancial.com
- irafinancial.com
4.7
Excellent
2K reviews
Replied to 93% of negative reviews
Typically replies within 2 weeks
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Quick phone response during tax season
Customer service came on the line after a short wait (< 3 min.) on April 13. Thank you, Morgan A.!
April 13, 2026
Unprompted review
Reply from IRA Financial
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.
Positive experience!
I appreciate being able to call IRA Financial and receive a pleasant and patient representative who explains things well and answers all my questions efficiently!
The wait time for a rep is also relatively short.
April 16, 2026
Unprompted review
Reply from IRA Financial
We appreciate your feedback! It’s great to hear that our team 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.
Always responsive.
April 16, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing our team. We truly value your support.
Morgan A was very helpful
Morgan A was responsive, clear and helpful. This is not the first time I have dealt with her, and she is always very helpful. It is a pleasure dealing with her.
April 16, 2026
Unprompted review
Reply from IRA Financial
We appreciate your feedback! It’s great to hear that Morgan 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.
Morgan A was very professional and…
Morgan A was very professional and efficient in getting the questions answered
April 16, 2026
Unprompted review
Reply from IRA Financial
We appreciate your feedback! It’s great to hear that Morgan 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.
Jill B was patient and engaging
Jill B was patient and engaging, thank you for helping me with my questions
April 16, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
Wonderful support
María Exposito always returns my call quickly and answers any questions I have.
April 16, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Maria. We truly value your support.
Very helpful and direct
Very helpful and direct. Stayed on the line and help thru the forms in a quick fashion
April 15, 2026
Unprompted review
Reply from IRA Financial
We appreciate your feedback! It’s great to hear that our team 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.
Outgoing Funds Transfer Questions
Jill B. quickly understood my problem, and was able to resolve it efficiently while I waited on the phone. She was professional and pleasant.
April 14, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
Morgan had fantastic customer service…
Morgan had fantastic customer service skills and was very patient and helpful to navigate the challenge I was working through. I would highly recommend Morgan!
April 15, 2026
Unprompted review
Reply from IRA Financial
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.
Quick - Thorough - Professional Assistance
When I called, I was completely lost and surely thought it was going to be a painstaking long involved experience ... but, Margan A, came to the rescue!!
In no time I was all set, and it was a very nice experience. She has a great personality, is well mannered and extremely knowledgeable. Thanks Morgan!!
April 14, 2026
Unprompted review
Reply from IRA Financial
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.
Overall satisfied
Overall the process had ups and downs, but what they really get right is having a single poc that helps guide you through it all. Ours was nelza and she was amazing. All said and done, I'd say this is one of the better custodians out there, I'd definitely recommend.
April 14, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Nelza. We truly value your support.
Customer Service Provided by Maria…
Customer Service Provided by Maria Esposito was Superb. She explains the process clearly and makes each step seamless.
April 1, 2026
Unprompted review
Reply from IRA Financial
This made our day, thank you! We put a lot of care into every client interaction and it's always great to hear when that comes through. We look forward to continuing to support you!
I called in and needed help with an IRA contribution issue..
I called in and needed help with an IRA deposit and capital one account login. Morgan Appeldorn was my service agent and did an outstanding job of explaining the issue and helping me resolve it really quickly. Thanks to her I was able to make my IRA contribution before the IRS deadline.
April 13, 2026
Unprompted review
Reply from IRA Financial
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.
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
April 13, 2026
Unprompted review
Reply from IRA Financial
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.
Customer Representative Help
Suvie Fogelman, the customer representative I spoke with today was fantastic. I had numerous questions and issues and she was able to help me with all of them.
Unfortunately she was not able to resolve some issues, but I have great confidence she is getting the right parties involved to get them resolved.
April 13, 2026
Unprompted review
Reply from IRA Financial
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 Suvie. 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 and hope that the rest of your concerns are settled quickly!
Jill was great
Jill was easy to speak with and answered my questions quickly and clearly.
April 13, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We truly appreciate your feedback and are glad to hear you had a positive experience. Thank you for choosing IRA Financial.
Jill was very helpful addressing my…
Jill was very helpful addressing my questions.
April 13, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jill. We truly value your support.
Morgan A made my experience 5 STAR.
Morgan A made my experience worthy of a 5 star rateing. I am not very computer literate so identifying, finding and filling out the forms I needed was very challenging. Morgan was very helpful. She gave me all of the instruction I needed and helped me fill out the deposit form and the 3 distribution forms (2 charitable and one for a distribution to me).I was soooo impressed with Morgan A.
April 8, 2026
Unprompted review
Reply from IRA Financial
We appreciate your feedback! It’s great to hear that Morgan 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.
Morgan A was very helpful and followed…
Morgan A was very helpful and followed up on an email I sent to the tax dept. They replied shortly thereafter.
Very pleased
April 9, 2026
Unprompted review
Reply from IRA Financial
Thank you for sharing your experience! We’re glad your account setup process went smoothly and that Morgan was there to help along the way. We aim to make communication as straightforward as possible, and your feedback is great to hear.
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