The Mission of IRA Financial Group is:
- to create exceptional value for our customers by harmoniously blending professionalism; quality and efficiency;
- to deliver highly customized client services at an affordable price;
- to adhere to the highest ethical standards;
- to exceed our clients’ expectations.
Because of our core values our clients have come to rely on our self-directed retirement services, year after year.
At IRA Financial Group, we never forget that this is a client-service business, and that our highest and best use is measured by the satisfaction we bring to those who call on us for self-directed retirement solutions.
Our clients are our top priority, and their interests come first.
There are 5 Client Service Principles that guide our business.
Practice Excellence – We demand excellence from ourselves, and are committed to providing our clients with top-tier customized self-directed retirement solutions
Value – We strive to offer our clients customized professional services at a fair and reasonable price
Act with Integrity – We are guided by the rules of ethical conduct in all that we do. Our relationships with clients are built on trust, respect, and confidentiality.
Innovate – We anticipate the changing tax and financial needs of our clients and creatively adapt our services to address them.
Deliver Results – We are committed to our clients’ satisfaction and strive to meet and exceed our clients' expectations.
Please contact one of our IRA Experts at 800-472-0646 for more information.
|Self Directed IRA →||Solo 401K →|
|Roth IRA →||Business Funding →|