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Best Self-Directed Retirement Provider Testimonials

So far, so good. Funds were transferred on time into my LLC checking account despite the pending hurricane.

Thomas Tapanes was very helpful and professional. Emails and questions were answered quickly and he made the process very easy! Thank you for the great service!

Setting up my Checkbook IRA LLC could not have been easier. The turnaround was fast, questions were answered promptly.”

I couldn’t be any more satisfied than with the outstanding service and guidance given to me by Jennifer Dann of IRA FINANCIAL! She is professional, very patient and quick to respond…. and always helpful! She is a true asset to the organization and should be a highly valued component of your group!

My needs certainly required service above and beyond normal expectations and IRA Financial Group delivered! I needed to set up a Self-Directed IRA Coverdell with Checkbook control for my daughter before her 18th birthday, which was just days away. IRA Financial Group pulled off the unlikely and I couldn’t be more thankful. I’m recommending them to all my friends and family!

My wife and I have decided to take control of our own IRAs. Using IRA Financial Group has been very simple. Our account manager is very accessible and responsive. The service received compared to the price paid is very good.

Dear Stacey, Adam and Enrique, You all were on my mind late last night after I was informed the bank transferred the Money to the Seller of our Insurance Agency on my behalf. Not sure if you all realize this but without the IRA Financial Team.. My life long dream of owning this Insurance Agency would not be possible. From the first moment I spoke to Adam, or Enrique or yourself I had the confidence in IRA Financial this could happen. made yourselves available to the Banking Attorneys immediately. You helped my wife and I put together a very large Transaction using the funds in our 401K to do this…. You did it professionally and completely and very quickly. We are very GRATEFUL this was done and to make new friends at the same time. Im also anxious to pass your names and phone numbers around to those that may need it. I want you to feel comfortable to use my name and phone number anytime as a referral to anyone who thinks they may want to use their 401K in the same way we did.

I didn’t know what to expect when I first called IRA Financial Group (IFG) as I had no past experience in the services they were offering. Before calling them I called one other company and they were not friendly on the phone. IFG answered and right away it was a different tone. Very helpful, answered my questions and explained my options. I ended up using them to open an IRA LLC and a Solo 401K. During the entire time Jennifer was extremely courteous and professional. I had lots of questions during each stage of filling out forms, opening bank accounts and then more paperwork with the third-party companies I was setting up these plans for. Every step of the way all of their emails were expertly crafted and clearly detailed where to sign and what I was signing. The level of competence was outstanding. The only complaint I could mention was I wasn’t warned in advance that LLC trolls would hit me up with fake invoices to pay. Apparently they scan the public records and target newbies like myself with phony bills. I paid one of them before discovering this ploy and stopped payment just in time. IFG should have warned me that I might be targeted since they are familiar with this but forgot to mention. A minor inconvenience as far as I’m concerned. Overall this was an excellent experience with IRA Financial Group and I highly recommend them to anyone needing their services.

Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401K providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services and companies they are affiliated with. I personally thank Jennifer Dann for making the application process go so smoothly, for the prompt assistance on the immense amount of questions I had, for her commitment to make sure I clearly understood every answer, and for the one-on-one dedicated attention provided. In addition, I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing. And, lastly, for offering compliance service included with the yearly fee. I’m one very satisfied customer. I can safely say, the time I spent doing market research truly paid off!

I just wanted to take a moment and “Thank You” for your time, efforts and patience with me. You are always so very pleasant to talk with. I am still very upset and nervous about all these little things I have to deal with … that I didn’t understand I would have to do. I was very uniformed, but of course that’s not your fault. Anyway, I must insist that you never leave the company … at least not until I can fix up and sale this house. Then maybe I can get out of this mess I’m in. With highest wishes for a great new year for you! Respectfully

First and foremost… Thank You. I wanted to take a moment and tell you how pleased I am with the efficient professional service you’ve given me. I was needing an expeditious account set-up so I could fund a business endeavor that was already behind schedule. Your “can do” attitude and diligence was instrumental in me being able to satisfy the financial commitment I made to my partners.

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 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 was invaluable in setting up my account. They explained all of the details involved with the process and made the entire evolution simple and efficient. If someone is considering a self-directed IRA, IRA Financial Group is the clear choice.

I am extremely pleased with the service and professionalism provided by the IRA Financial Group. I don’t think you can find a better firm to handled Self Directed IRA accounts. Keep up the great work and I will always do business with you.

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 recently established a Self-Directed IRA LLC with IRA Financial Group. I did my homework and am thrilled that I chose this company. Their customer service has been outstanding! Each step in the process has been clearly outlined and every staff member has quickly responded to any question I have. I’m 100% satisfied to date.

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.

I’m beyond pleased with having my self-directed IRA in your teams capable hands. In a few short months, it’s already proving to be a solid retirement investment vehicle. The fees are insignificant compared to the value. Many thanks and well wishes for the happiest of holidays to you and yours.

I am very impressed with IRA Financial Group. The paperwork was flawless and easy to follow. Walter was great at answering all of my questions and processed my application quickly. I am so glad I went with this company! I really feel like they have my back in what is a complicated process. Thank you.

I would like to take this opportunity to thank one of your staff members for excellent customer service, Ravenna Maer. She has done an outstanding job of answering my questions and getting me the forms needed in a very timely manner. In today’s world she stands out as a person that cares about her clients and does her best to satisfy their needs. Thank you.

I absolutely LOVE IRA Financial Group. This company made transferring my 401K from a previous employer easy. They have knowledgeable staff that ensures you are well informed throughout the entire process. In addition, they are available for question or concerns if something arises. I definitely recommend their services – you won’t regret it.

I want you to know how pleased I was with my recent business transaction I had with your company and specifically with Ravenna Maer. Ms. Maer was the point person on the creation of my Self-Directed IRA Limited Liability Company. Not only was she quick in the creation of my Operating Agreement she was most helpful in answering every question I had during (and now following) the process. I truly appreciate her work and would sincerely recommend her to anyone doing a similar transaction. Thank you.

Great service right from the get-go through to the after-service. The introduction of what a Solo 401k is and how to use it through to getting it all set-up was seamless and very well supported. The only issue is the lack of Banks supporting Solo 401k’s, but once connected with Wells Fargo everything has gone smoothly.

The process of setting up my self-directed IRA was quick and painless. There were a lot of forms to be completed, but the customer service at IRA Financial Group is great and they are very quick to respond. I was able to complete my set up quickly and get my funds transferred very quickly even though I opened the account during the holiday season. Thanks!

My experience with IRA Financial Group has been excellent. From the start they were prompt to answer calls and emails, answer questions and follow through at every step of the set up of my account. They are professional, knowledgeable and helpful in all aspects of providing excellent service. I highly recommend IRA Financial Group!

My corporate marketing role was eliminated after 15 years. It gave me the idea to finally start working for myself. But then fear set in and for weeks I felt paralyzed. I didn’t know how to make it happen. The professionals at IRA Financial Group helped me take the leap of faith I needed and now I’m operating and feeling so confident backed by a strong support network at IRA Financial Group. It’s so worth the investment.