IRA Financial Group Michigan Ave, Miami Beach

Have my account here for about 6 months, have been very happy with it. Very reasonable fee structure ($360 a year billed quarterly, they are even happy to take it from the IRA balance instead of a credit card so it's before taxes), good customer service and human always available on the phone when you need. Very much recommend it if you want to invest IRA funds in private placements or crypto currencies.

It's been a tough road with IRA Financial. The people there are very nice, but between an unintuitive UI and bouncing around to different support staff, it has been a nightmare to fund my SDIRA account. If you aren't a veteran of such a thing, you're in for a roller coaster ride of voice mail swapping, conflicting directions, and endless form uploads.

The wire transfer department could have been more efficient and be more responsible. During our recent transfer, a call was made to verify the transfer. We are on conference call, so could not pick up the phone. The rep did not leave a msg, did not call back on the next business day. Another day past. We had to call to follow up for the verifier to call us.

IRA Financial staff were professional, knowledgeable and responsive when we had questions. They guided us throughout the process of setting up a self-directed IRA and an LLC to purchase a rental property and they continue to provide the service we need to navigate this sometimes confusing and heavily regulated product. My only recommendation would be for them to appoint a lead staff member to deal with clients through the process. I lost count of the number of staff and company divisions I dealt with and I found this frustrating and confusing.

The internet security is a joke! They let the hacker in without any back up protection plan. Our family’s life saving retirement account was stolen big time.

I shopped around at various companies to start a self-directed IRA. The rates for this group are competitive and we're actually lower than many of the other ones. It took longer than I expected to get the money approved for transfer into actually get it into my hands but I understand with all the complicated IRS rules. I do wish I had only one representative to deal with has a lot of times I was transferred to other people in different states that really didn't know what I had talked to the previous rep about. Everyone however was professional and help me to the best of their ability. I have my money in my self-directed checking account and in an in full control of what I do I haven't had any issues with anything and I was told if I needed some assistance just to give them a call.

Horrible customer service...they take forever to respond and you end up talking to multiple people. Lots of red tape...they need to invest in their technology. Its been 6 months and I still haven't been able to make an investment. Will be moving my IRA. You're welcome for the $1300 in fees.

I think the custodial aspect of this will be very good. I am setting up my solo 401K. If i had to do it over again, I would probably allow IRA Financial to pick the bank and set up the banking account. Somehow, I thought they did but it appears they didn't and I am trying now to get a bank that will service the account and potentially loan funds to a non-recourse loan. The customer service has been spot on. Their followup spot on. No wait times when trying to speak to someone on the phone. Step by step walk-through of any questions I have had. And the best part is I can begin working toward my own goals without crazy administrative fees from financial institutions which used to hold my money. IRA Financial has offered a list of banks that can open an account for free and make me the manager of my own account.

Great concept and nice people. Could do better on communication and timelines - took too many weeks to complete the transaction from start to finish.

IRA Financial staff were professional, knowledgeable and responsive when we had questions. They guided us throughout the process of setting up a self-directed IRA and an LLC to purchase a rental property and they continue to provide the service we need to navigate this sometimes confusing and heavily regulated product. My only recommendation would be for them to appoint a lead staff member to deal with clients through the process. I lost count of the number of staff and company divisions I dealt with and I found this frustrating and confusing.

I called IRA Financial Group with several questions prior to signing up. Most of the time they answered my calls immediately and when I did leave a message, it was returned quickly. All questions were answered clearly and they were a great help. The setup process went very smooth even though I was pulling funds from multiple sources. I'm very happy with their performance. I would recommend their services to anyone.

I love the Self-directed IRA with checkbook control concept, and IRA Financial Group worked hard to get me signed up initially. But after signing up, they provide very little value, and it takes several calls to get help with current situations. The most important thing is always trying to sell you Adam Bergman's latest book or blog. UPDATE 1 month later: updated to 5 stars. After receiving the review, IRA financial contacted me and worked to address my concerns. Thank you

Horrible customer service...they take forever to respond and you end up talking to multiple people. Lots of red tape...they need to invest in their technology. Its been 6 months and I still haven't been able to make an investment. Will be moving my IRA. You're welcome for the $1300 in fees.

My wife and I have been working with IRA Financial Group for around 5 years. We opened both a Roth IRA and Solo 401K. Thru IRA Financial’s guidance with checkbook control, our LLC’s own several “buy and hold” residential real estate poperties which are doing very well for us. Adam Bergman and team have been with us every step of the way. They have been super responsive and helpful answering very specific questions about managing our accounts and strategy. We are grateful to have a great partner in the self directed world and look forward to expanding our investment options given their expertise and support. Sincerely, John & Karen

IRA financial was hacked on February 8, 2022. The hack was because of a lack of security at IRA Financial. Over 34 million dollars was stolen from clients accounts. As of 3/8/2022, IRA financial hasn’t said whether they’re going to reimburse the lost funds. For those who didn’t have money stolen, IRA financial hasn’t said what they’re doing to prevent the hack from happening again. The communication from this company has been horrible. There is a Reddit chat that talks about this. Search for “IRA Financial and Gemini”. Use this company at your own risk.

On February 8th Ira Financial Group was hacked 35 million dollars worth of retirement funds was stolen apparently from an inside job lack of security. I highly recommend anybody that is attempting to put their money in an IRA investigate and be very careful this was a reputable Corporation they were on the Better Business Bureau a rating when you ask them if you are going to be refunded your money they have no response basically there's a very large group of people that saved all their lives and now they have nothing. And Adam Bergman from Ira Financial Group owner is so complacent but he actually puts out a video on YouTube claiming how fabulous his company is. This is the most irritating thing a person could possibly do after taking all your money it's a slap in the face. If you have your money and Ira Financial Group get it out immediately Roth IRA cryptocurrency it doesn't matter this man has no integrity.

Setting up a self-directed IRA or solo 401k is a laborious process and yes, it does take time and that was true with whoever I set it up with - I've set them up with different companies. However, once setup IRA Financial Group provided great professional advice, one stop shopping for everything I need, no extra charge for this and extra charge for that like the other companies, and Adam himself was always available to answer the really difficult questions that otherwise I'd have to hire specialists for - saves a LOT of money. Adam is up on ALL the latest regulatory and financial aspects and risks of owning and maintaining these trusts, I highly recommend IRA Financial Group.

Lost ~$36 million of client assets on Gemini and failed to disclose this important detail as I was moving to create a new Gemini-enabled account. To make matters worse, they've blame-shifted and pointed the finger at Gemini.

I shopped around at various companies to start a self-directed IRA. The rates for this group are competitive and we're actually lower than many of the other ones. It took longer than I expected to get the money approved for transfer into actually get it into my hands but I understand with all the complicated IRS rules. I do wish I had only one representative to deal with has a lot of times I was transferred to other people in different states that really didn't know what I had talked to the previous rep about. Everyone however was professional and help me to the best of their ability. I have my money in my self-directed checking account and in an in full control of what I do I haven't had any issues with anything and I was told if I needed some assistance just to give them a call.

I like the digital offering & great educational materials. Their online chat has been invaluable because there are so many things I have to follow up with them for. Things I shouldn't have to. But everyone I have worked with has been good to work with so makes it workable.

The website was very user friendly. The staff was very knowledgeable and quick to respond to all my questions. I highly recommend their services.

I'd recommend IRA Financial. The team is very responsive, professional, and quick to help you through the complex process of setting up a checkbook LLC. I had a number of questions about the process and collecting paperwork, and they were super helpful and patient throughout the entire process. For really complex questions, Adam (the CEO) is also super responsive and offers great advice. Highly recommended.

All individuals are polite and try to be helpful but there is pretty poor coordination between departments and it's very hard to just call and get someone you need without waiting for a call back that sometimes doesn't even come. They have poor onboarding of new customers in my opinion and have practically nothing as best I can tell on their website in the way of help or tutorials.

Overall a good experience. There were a couple of times when things progressed slowly but the staff were very responsive when I called. I recommend the Entities Dept providing clients with a binder containing operating agreement, IRS EIN letter, Articles of Organization, etc.

I have been a client with IRA financial since June of 2018. They have been incredible!! I assumed they would just set up my LLC & Accounts and I would be on my own to handle the rest. But They have been by my side EVERY step of the way. My personal advisor is Walter and every time I needed any advice he was just a phone call away!! I Never thought they would be so Amazing!!!! But they have gone Far beyond my expectations! I have recommended them to all my friends and family. They are the BEST Financial group around for your Self-Directed IRA needs.tryst me you won’t be disappointed!!

I considered a number of companies to work with for my self-directed IRA and I'm glad I went with IRA Financial Group. They had a clear and efficient process for quickly moving me through the set up of a self-directed IRA with checkbook control. I was assigned a knowledgeable and gracious specialist who was always available by phone or email to answer all of my questions. I am confident of the path I am on because IRA Financial Group checked and double-checked, making sure I understood the guidelines and rules for this type of IRA structure and they continue to be available for anything else that comes up.

I had IRA Financial Group set up a Solo 401k for me. The whole process was very simply and I get to invest my retirement funds as I want! They continue to be available for any questions that may come about for a small fee each year. Highly recommend them to anyone!

My husband and I decided to pursue our own investment opportunities with a Self-directed IRA. We had no prior knowledge on how to do this, and needed reliable guidance through the process. We found the reliability and guidance we needed with the IRA Financial Group. Maria Esposito, our Self-Directed Retirement Specialist, was so helpful, knowledgeable, courteous, and prompt in dealing with us. We highly recommend her and the IRA Financial Group.