Hear about the customer experience with these IRA Financial Group Client Testimonials
Work directly with our in-house retirement tax professionals to set-up an IRS compliant Retirement Plan. Our retirement tax professionals have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP.
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“IRA Financial Group was AMAZING to work with. They went above and beyond all of our expectations. We hit a few bumps in the road with the IRA rollover and the IRA Financial Group team was right there to help get everything worked out and to make sure that my rollover was done correctly and I was able to complete my real estate transaction. The IRA financial Group and specifically Jacky was always willing to answer any and all questions as fast as they could. I would and will definitely refer anyone to IRA Financial Group who is looking to establish a “checkbook control” self-directed IRA to purchase real estate.”
-Dr. Yusuf Mamdani
“Thank you so much! You and your team have made this a wonderful experience for us. We are very grateful for your step by step help. We have already shared our testimony with our family and friends!
I really appreciate all the links you shared and the reminders along the way. I am excited to start earning income from the rental and I know that the income will provide us with additional security in an uncertain economy! Thanks again for all your help, we couldn’t have done this without you!”
“I must say that my experience hiring IRA Financial Group and Rep. Ravenna Maer to handle my self-directed LLC was extraordinary and very professional. They work rapidly and hassle free. They communicate well and as often as I needed. Also, Ravenna Maer took the time to answer every question I had.
I highly recommend IRA Financial Group to everyone who is interested in IRA's.”
“At the beginning of 2014 I learned of an opportunity to invest in what would be a series of real estate, single-family home building projects with an excellent builder in New England who I knew well. However, all of the funds I wanted to invest via construction loans to the builder secured by promissory notes were in my Roth IRA account held by one of the major investment firms. When I began reading about options to do a self-directed IRA with checkbook control, I made contact with IRA Financial. Not only was it easy to work with the staff and the attorney assigned to me, the whole process was completed in a very short time and for a very reasonable total fee of $1,500, including setting up my LLC and my account with IRA Services Trust Company.
In short, setting up my self-directed Roth IRA with checkbook control has not only been very successful (two projects completed with closings in the first year) but it has been really easy. Being able to write checks for staged construction loans and then getting the principal and interest paid back into my LLC account when the projects closed has been an excellent experience. Thanks to IRA Financial for making this all work so well.”
“Our experience has been great! My husband first heard of self directed IRA so that we could invest in property instead of stocks, but it has taken years to find the information we needed and the expertise to help us make this transition. Every personal phone contact has been wonderful. We had to work quickly to be able to close a cash real estate contract and IRA Financial Group's education in the rules applicable to IRA investments as well as an expedited formation of our LLC was exactly what we needed, when we needed it. I feel confident moving forward with their continued support. Thank you all, particularly Jacky Ospina in the Miami Office. For the first time I am excited to be active in retirement planning.”
-Audrey Lanae Waldrup
“I have just set up a second self-directed plan with IRA FG. One is a 401(k) plan for my business, the other an IRA for my wife. I have nothing but good things to say. The entire process went smoothly in both cases, I received personal attention throughout, and any questions/queries have been promptly answered, both during the plan creation processes, and subsequently. Special shout out to Susan Glass: She's awsome!”
“I would highly recommend this company to anyone considering changing to a self directed IRA or solo 401K. I had both a Roth and regular IRA and converted both to new self directed plans. They thoroughly explained the differences and benefits between plans and directed me toward the best plan for the type of investment I was planning on making. It was a very easy process!”
“I moved my IRA funds to IRA Financial Group because their program gives me checkbook control. I use my IRA for fix-up Real Estate. Checkbook control gives me the ability to pay Subs. quickly to get the best price. I have found IRA Group staff to be very responsive to questions and very professional. Not wanting to put my IRA in jeopardy, this is extreme helpful. They get a full 5-stars out of 5-stars from me!”
“I was a bit nervous working with a company that I hadn't run across before but the whole process worked out great. Plenty of communication and explanations. Very happy with my experience using IRA Financial Group.”
“I found your organization very professional and helpful in setting up my plan.Thank you so much.”
“Everything IRA Financial Group said they would do was done expertly, professionally, and timely. I have no complaints at all with this service.”
-Stacy J. Childs
“This is to commend the excellent support offered by Jean Scharfman on your team. Despite her clear instructions, I made a mistake that could have potentially cost me severely. But when I called to discuss/consult with Jean, I could sense the extent of my mistake and the urgency it warranted to fix. But I never felt the panic as she quickly jumped into action. She told me exactly what she would do and followed through. She made herself available and almost made me feel that day I was the only client she was working with. She helped me extricate myself from the ditch I had dug myself into. I will be eternally thankful to her for the calm but yet forceful way she managed it. If other people in the organization are as good as Jean, I will be happy to offer my endorsement to your organization.”
“Just wanted to say "Thank you" for all of your efforts on this transaction. I know I gave you all a tight time frame, but you absolutely performed. Adam, thanks for your help and advice on the matter. I'll make sure I send some people your way.”
“If you're looking for professional assistance to help guide your own future with a self directed IRA, the IRA Financial Group is one of the best choices I know. After working with a local company I switched to IRA Financial and everything started working like I thought it should.”
“I highly recommend IRA Financial Group to anyone who is considering opening a Self-Directed Check Book Retirement Account. Adam and his team are very responsive, knowledgeable and friendly.”
“IRA Financial Group provided excellent service in setting up my Self Diected IRA. They answered all questions promptly and were clear in all responses. The entire process seems daunting at first but IRA Financial managed it professionally, ensuring I completely understood every step before acting.”
“My rep, Susan, was very responsive and I was able to set up my account in just 2 days. I know that probably is not the normal time table and I don't want to set up any false expectations, but it was very clear they knew what they were doing and were able to answer my questions immediately.”
“Susan, thanks for your assistance. You are very efficient, attentive and competent. I look forward to doing more business with you.”
“IRA financial was great to work with, made what could have been tedious and complicated very easy.”
“I had a lot of questions and was unsure about opening up a self-directed IRA. Thankfully IRA Financial Group made the process incredibly smooth and answered every question I had. IRA Financial Group is professional, competent and very knowledgeable, everything you need when opening up a self-directed IRA. I highly recommend that you call IRA Financial Group if you are considering a self-directed IRA. Thanks again!”
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