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
Company replied
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
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IRA Financial gives Amazing help on…
IRA Financial gives Amazing help on ROBS Corporations and Self Directed IRAs. Highly recommended.
April 10, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience. We truly value your support and look forward to serving you again!
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!
April 9, 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.
Jenn was amazingly helpful!
April 9, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Jenn. We truly value your support.
Morgan A
Morgan A. was a knowledgeable, helpful and patient person to deal with. She helped me with a pass-through account and very understanding. Thanks Morgan !!
April 9, 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.
Explanation, process and flow made easy
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. Tamara explained the process and the why’s. Each step addressing more concerns with patience and understanding, saying no worries. If her management can do anything to provide her with a reward of some sort , she went above and beyond her job
April 7, 2026
Unprompted review
Reply from IRA Financial
Thank you for the kind words! We’re thrilled to hear that Tamara 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.
The staff i worked with such as Nelza…
The staff i worked with such as Nelza were great, responsive and had the information to answer my questions immediately.
February 16, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re so glad to hear that our staff was able to assist you and provide helpful, informative support. We’ll be sure to pass along your feedback.
Extremely long delays in processing
The concept of what they offer is great, but their level of service is currently very poor. They've been holding onto $50,000 which I sent them a month ago, which I was told would take about five days to get processed and wired out to the VC firm I'm investing with. I'm told they aren't even monitoring the e-mail address given to me, as they can't handle the volume of mail coming in. I can't get a live person when I call, and am routinely having to leave a voicemail after waiting on hold for 15 minutes. Meanwhile, they're making interest on my money as it just sits in their corp bank account. I'd suggest looking at other providers.
April 8, 2026
Unprompted review
Reply from IRA Financial
Thank you for your feedback, we’re very sorry that your experience has not matched expectations. We understand how concerning it is to have funds in process longer than anticipated, especially when you are trying to meet a specific investment timeline. Delays, communication gaps, and difficulty reaching our team are not acceptable, and we apologize for the frustration this has caused.
We are actively working to improve processing times and communication channels to better support our clients. We appreciate your feedback and the opportunity to do better. We encourage you to reach out to our Director of Client Relations at mflenard@irafinancial.com to discuss your experience further.
She was knowledgeable and informative…
She was knowledgeable and informative and answered all my questions.
April 7, 2026
Unprompted review
Reply from IRA Financial
We appreciate you taking the time to share your experience. It’s great to hear that our staff was knowledgeable and able to answer your questions. Thank you for choosing IRA Financial.
Maria Esposito was very prompt and…
Maria Esposito was very prompt and knowledgeable from start to finish. Kudos to her!
January 7, 2026
Unprompted review
Reply from IRA Financial
We appreciate you taking the time to share your experience. It’s great to hear that Maria was knowledgeable and able to answer your questions. Thank you for choosing IRA Financial.
I spoke with Jill
I spoke with Jill. She set up an appointment tomorrow to speak with a specialist for the questions that I have. She was very pleasant. Although I was told the way time was 3 it was much longer.
April 7, 2026
Unprompted review
Reply from IRA Financial
Thank you for your feedback! We’re glad to hear that Jill was pleasant and helpful in getting your appointment scheduled with the right specialist. We do apologize for the longer-than-expected wait time you experienced; that’s not the level of service we aim to provide.
Your feedback is important, and we’re actively working to improve wait times and overall responsiveness. We appreciate you bringing this to our attention and thank you for choosing IRA Financial.
Great customer service!
Today I required assistance with my existing IRA Financial account, and when I contacted the customer service area, I spoke to Morgan A. I have spoken to Morgan in the past, and each time she has provided me with excellent customer service. She is always professional, knowledgeable, and patient. She is an asset to the company.
April 7, 2026
Unprompted review
Reply from IRA Financial
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 Morgan has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
Jill Brenden 2 thumbs up
Jill Brenden answered my call quickly, answered my questions completely, and was incredibly kind and patient. This is why your company is so outstanding
April 7, 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 was helpful patient and through
Morgan was helpful patient and through. I much appreciated the hand holding to get the forms completed.
April 6, 2026
Unprompted review
Reply from IRA Financial
We appreciate you taking the time to share your experience. It’s great to hear that Morgan was able to answer your questions. Thank you for choosing IRA Financial.
I had tax questions and needed…
I had tax questions and needed direction as what to do to file my taxes. Wasn't sure where to start. The online chat with a live human, Morgan A., got me going in the right direction. Helpful and an easy process with no wait time. Efficient.
April 1, 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.
She was very nice and helpful
April 1, 2026
Unprompted review
Reply from IRA Financial
Thank you for your feedback! We’re pleased to hear that our staff was knowledgeable and took the time to answer your questions. Providing clear, helpful guidance is something we strive for.
Morgan A was very helpful
April 1, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
Morgan A was very helpful and patient
Morgan A was very helpful and patient. My question was resolved quickly. Thanks for the great customer support
April 1, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
While it was a bit of a challenge…
While it was a bit of a challenge getting thru answering system, Morgan A more than made up for that, friendly professional and quick resolution of my issues, Thanks Joe B.
Its real people that make a difference.
March 31, 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.
Ira Financial and their excellent customer service
I wanted to take the opportunity to thank multiple employees from Ira Financial for their continued customer service support they provide me each and every single time I call them. They were able quickly address the completion of a tax form for my account. They worked together as a team to quickly answer all my questions, and completed the form for tax compliance. Their efforts made something challenging into a seamless task for all of those involved. Those employees are the following: Katherine Wittrock, Rebecca Scifo, and Morgan Appeldorn.
They are the reason I am so happy I joined IRA Financial several years ago. Their exceptional customer service is completely appreciated. Their continued efforts minimized my stress in maintaining my self directed IRA account. Thank you for the tremendous service that you provide !
March 26, 2026
Unprompted review
Reply from IRA Financial
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 staff has consistently provided a great experience. We appreciate your support and look forward to working with you for years to come.
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate you recognizing Morgan. We truly value your support.
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