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Ira Financial Group Reviews

Rated 4.6 based on 225 Reviews

1691 Michigan Ave # 335, Miami Beach, FL 33139, United States

Financial Services

Published on
March 28, 2024
Last updated
March 28, 2024

Reviews Summary

Evaluating the overall reputation of IRA Financial Group through recent reviews reveals a conflicted picture. There appears to be a general satisfaction among many of the clients with regards to customer service, particularly noting the attentiveness, professionalism, and educational support provided by their representatives. Customers like Maria, Casper, and Delight are frequently mentioned for their helpfulness and efficiency. This positive feedback suggests that the firm has a process in place that operates smoothly, and clients have a sense of assurance and ease when handling financial transactions, even in complex situations such as investing in real estate or setting up self-directed IRAs and solo 401ks. On the other hand, there is a grave concern due to a significant security breach incident resulting in a $36 million hack. This highlights serious risks associated with their service and points to dissatisfaction with communication and resolution efforts in the aftermath of the breach. Reviews hint at a potential dent in trust and security expectations that customers have from a financial institution, which is essential for the firm's reputation.
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What Customers Are Saying About Ira Financial Group?

Trustguide extracts key phrases from reviews about Ira Financial Group and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Ira Financial Group's customers had a positive experience.

Positive
Neutral
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Ira Financial Group Ratings

5

As of Based on 225 revies as of Mar 28, 2024

Ira Financial Group Score

As of Based on 225 revies as of Mar 28, 2024

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Customer Reviews

As of Mar 28, 2024, 225 customers have reviewed this business and rated it 4.6 Star out of 5. Trustguide conducted an in-depth analysis of Ira Financial Group's publicly available reviews View source

Eli Moallem rated Ira Financial Group 5 stars
2 months ago
Working with IRA Financial group was an excellent experience. My primary contact was Maria and she walked me through the process, educated me on my options and was incredibly attentive and personable. Everyone that I had contact with at IRA Financial was also pleasant and professional. I highly recommend IRA Financial and their team. Thank you!

Frequently Asked Questions About Ira Financial Group

How does IRA Financial Group support customers during the setup of complex financial structures like self-directed IRAs?

IRA Financial Group provides customers with educational materials, personalized guidance from experienced staff, and a one-stop-shop experience during the setup of self-directed IRAs and solo 401ks, facilitating a smooth and informed process.

Can IRA Financial Group's fees be paid from IRA balances and how does their fee structure compare?

The company offers a reasonable fee structure, billed quarterly at $360 per year. This fee can be paid from IRA balances, which offers tax benefits, and there are no extra charges for additional services, making it a competitive option in the market.

What measures has IRA Financial Group taken to address security concerns following the $36 million hack?

Reviews have raised concerns about communication and resolution measures post-hack. It is advised that prospective customers inquire directly with IRA Financial Group regarding updated security measures and compensatory policies for affected clients.

About Ira Financial Group

Financial Services
At IRA Financial Group, we help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. When you choose IRAFG, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant.
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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