For any first time SDIRA participant it is somewhat unknown and daunting task. The SDIRA process was made significantly easier with the help of IRA Financial. They helped me establish my SDIRA and pat... See more
Company replied
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
Morgan A was so patient, calm, clear as she walked me through numerous details I needed clarity on, and helped fix issues I was dealing with. It's great to have someone who is efficient and doesnt ru... See more
Company replied
I am a new customer to IRAF, and a novice at operating in the SDIRA space. Just this week, I have spoken with Chase, and Becky twice. Today, I had a lengthy conversation with Morgan who guided me thro... See more
Company replied
My experience with IRA Financial has been stellar. Nelza Martin and the rest of the team took the time to answer my questions and bring custom solutions that fit my needs. I would highly recommend Nel... 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
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 93% of negative reviews
Typically replies within 1 week
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Outstanding service!
Morgan Appeldorn did an excellent job solving my account problem. She is knowledgeable, efficient, and so helpful. I'm keeping her name handy for future reference!
April 24, 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.
Does NOT answer or return calls at all.
I am trying to close the account as my investments ended up going bankrupt. They do not answer my calls or call me back, but they still know how to take the fee. They also did not have it set up correctly, and did not care as long as I paid the fees.
April 23, 2026
Unprompted review
Reply from IRA Financial
We’re very sorry to hear about your experience and the challenges you’ve faced with your investment. We also apologize for the difficulty you’ve had reaching our team and for any delays in assisting with your account closure. That’s not the level of service we aim to provide.
We've escalated your case internally. Please reach out to our Director of Client Relations directly at mflenard@irafinancial.com so we can work toward a resolution.
IRA Financial is terrific
IRA Financial is terrific, especially its people. The company seems to be growing, and has traveled beyond some of the growing pains it had in its early years.
April 22, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
The IRA Financial staff are always friendly and helpful.
The IRA Financial staff are always friendly and helpful. I called today with a question about a particular investment I am about to make. While Brittany was researching my inquiry, she discovered I had made a clerical error on a previous transaction. The error would have had significant negative tax implications had she not discovered it and corrected it for me. This kind of proactive service is valued and appreciated. Thank you!
April 21, 2026
Unprompted review
Reply from IRA Financial
We really appreciate you taking the time to share your experience. It’s great to hear that everything went smoothly and that Brttany was able to assist you along the way. Our goal is to make the process as seamless as possible, and your feedback lets us know we’re on the right track. Thank you for being a valued client.
Jill B gave me the fastest service ever…
Jill B gave me the fastest service ever from your company. I think it took 2 minutes although I didn’t time it.
April 19, 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 Jill 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.
She was so patient
She was so patient. I was frustrated at the attempt to fill out these forms over a week period. But when I was done everything was completed.
April 20, 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.
I received great service in good…
I received great service in good answers for all the questions I had on my account. Thank you for your time and support.
April 20, 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.
Jill B. IRA Financial
Jill B. was very knowledgeable and readily answered my questions. I was able to get all of my questions answered and very pleased with my inquiry
April 20, 2026
Unprompted review
Reply from IRA Financial
Thank you for sharing your feedback! We’re especially glad to hear that Jill 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.
Morgan Appledorn was great
Morgan Appledorn was great. It went very fast. IRA Financial has been great just going to invest the money in my ranch. Thanks again. I also delt with Casper Dabek who was great as well.
April 20, 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 and Casper 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.
Great Customer Experience and Customer…
Great Customer Experience and Customer Service
April 20, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
IT WAS A SMOOTH PROCESS
March 2, 2026
Unprompted review
Reply from IRA Financial
Thank you for your review! We’re glad you had a great experience and appreciate your recognition. We truly value your support.
A scam basically
A scam basically. Impossible to reach by phone or email. They have been defrauding me with $8000 IRA contribution I made which they passed on to me in form of rubber check. Have sent 20+ emails over 4 months period to no vail. Avoid them like a plaque. Run!
April 17, 2026
Unprompted review
Reply from IRA Financial
We sincerely apologize for the frustration and difficulty you have encountered in reaching our team. The concerns you have raised regarding your IRA contribution are of the utmost importance to us and we have escalated your concerns internally.
We would strongly encourage you to contact our Director of Client Relations directly at mflenard@irafinancial.com so that your account can be reviewed immediately and a resolution can be reached. Please reference this review in your message so we can prioritize your case.
Thank you for giving us the opportunity to address your concerns.
Morgan was very confident and willing .
Morgan was very confident and willing to take the time to help me finally understand the proper procedures I needed to move forward on this long time coming need.
April 16, 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.
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 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.
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.