IRA Financial Reviews 

Morgan A, was very helpful. with Knowledge and is cordial and patient.

Going through this process you will need someone who you feel like is a teammate & a accountability partner. Maria Esposito is 1 of the ones. She is very knowledgeable follow up with you & want to see you & your business plans win. If you are blessed enough to work with her trust & believe your business structure, ideas & plans are in good hands.

Maria Esposito has been a truly incredible help at IRA Financial. She was knowledgeable and responded quickly whenever we had any questions. She was able to guide us in our experience with the financial intricacies of complex issues at IRA Financial. The firm did a good job of helping us, and she was instrumental in our having things go so well.

My experience with IRA Financial has been great because of Nelza my IRA ROBS advisor. Nelza has been very helpful supportive and extremely knowledgeable on the ROBS process with me. Nelza has also been very available to my call requests.

IRA Financial is doing very well with have a very certified, reliable, friendly and knowledgeable staff to make the ROBS process easy and reliable. IRA Financial also has very good informational videos on ROBS.

Mike Belisle

The team was the best part. Maria was able to get me through to a successful funding of my start up as of yesterday. It is a complicated process and she knows exactly what needs to be done. Thank you!!!

Morgan A was courteous, knowledgeable, and walked me through the process for what is actually called a “Partial Liquidation” rather than a “Distribution” dealing with my non-spousal inherited IRA. It is always nice dealing with people who know what I’m talking about!

Morgan A was a true delight to work with. She cleared up my concern quickly and thoroughly. Great customer service!

Because the website was updated I just needed confirmation that my withdrawal request was performed correctly. Very friendly and helpful.

Morgan did a detailed analysis of my problem to get my funds transferred to me in a timely manner. She got the results I needed!

They did a great job getting my very complicated ROBS structure and documentation set up properly. Timely, friendly, and at a great price! Entities & ROBS Specialist, Maria Esposito especially went out of her way to make sure that all of my questions were answered and all of my concerns were addressed quickly and professionally. Looking forward to using IRA Financial as a vendor for years to come!

I had an excellent experience working with Nelza throughout my ROBS transaction. From start to finish, she was incredibly responsive, professional, and knowledgeable.
Nelza handled my request quickly and kept the process moving forward by consistently following up and making sure I had everything I needed. Her instructions were always clear and easy to understand, which made a complex process much less stressful.
Whenever I had questions, she responded in a timely manner and provided helpful answers. If there was ever something outside her area of expertise, she made sure to connect me with the right person right away, ensuring I always received accurate information.
What stood out most was her commitment to customer service. She genuinely values her clients and goes above and beyond to provide support throughout the entire process.
Thank you, Nelza, for making my ROBS funding experience smooth and successful. I highly recommend working with her and the IRA Financial team.

Becky is very knowledgeable and knows what she is doing. Great experience

Morgan A was very helpful and clear information and details on the steps needed for what we want to accomplish.

Great experience with IRA financial. Nelza did an outstanding job answering all my questions and guiding us through the complex process for our transactions. She was incredibly patient when we had to put a few things “on pause” due to an unexpected family death. She was kind and never pushed us to hurry up. She was very understanding and followed up on the timeframes we requested. Great customer service! I’ve worked with other self directed IRA companies and really enjoyed my experience to date with IRA financial & Nelza.

Maria was very responsive and knowledgeable to my questions and concerns.

Morgan Appeldorn, the CSR, was very helpful in resolving my issue.

Macey K helped me quickly resolve questions I had to finalize setting up my account. Great customer service and speedy resolution.