IRA Financial Avis 1 817

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

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.

Great Customer Experience and Customer Service

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!

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.

Customer service came on the line after a short wait (< 3 min.) on April 13. Thank you, Morgan A.!

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.

Morgan A was responsive, clear and helpful. This is not the first time I have dealt with her, and she is always very helpful. It is a pleasure dealing with her.

Morgan A was very professional and efficient in getting the questions answered

Jill B was patient and engaging, thank you for helping me with my questions

María Exposito always returns my call quickly and answers any questions I have.

Very helpful and direct. Stayed on the line and help thru the forms in a quick fashion

Jill B. quickly understood my problem, and was able to resolve it efficiently while I waited on the phone. She was professional and pleasant.

Morgan had fantastic customer service skills and was very patient and helpful to navigate the challenge I was working through. I would highly recommend Morgan!

When I called, I was completely lost and surely thought it was going to be a painstaking long involved experience ... but, Margan A, came to the rescue!!
In no time I was all set, and it was a very nice experience. She has a great personality, is well mannered and extremely knowledgeable. Thanks Morgan!!

Overall the process had ups and downs, but what they really get right is having a single poc that helps guide you through it all. Ours was nelza and she was amazing. All said and done, I'd say this is one of the better custodians out there, I'd definitely recommend.

Customer Service Provided by Maria Esposito was Superb. She explains the process clearly and makes each step seamless.

I called in and needed help with an IRA deposit and capital one account login. Morgan Appeldorn was my service agent and did an outstanding job of explaining the issue and helping me resolve it really quickly. Thanks to her I was able to make my IRA contribution before the IRS deadline.