Retirement Investing that Goes Beyond Wall Street

Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401K providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services. I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing.

I’m beyond pleased with having my self-directed IRA in your teams capable hands. In a few short months, it’s already proving to be a solid retirement investment vehicle. The fees are insignificant compared to the value. Many thanks.

Before contacting IRA Financial Group, I conducted an extensive market research on Solo 401(k) providers. From the initial phone call, I was impressed with the professionalism, the wealth of information provided, the caliber of services and companies they are affiliated with. I personally thank Jennifer Dann for making the application process go so smoothly, for the prompt assistance on the immense amount of questions I had, for her commitment to make sure I clearly understood every answer, and for the one-on-one dedicated attention provided. In addition, I commend the firm for the technically advanced and secured process they have in place for the transfer of documents and payments processing. And, lastly, for offering compliance service included with the yearly fee. I’m one very satisfied customer. I can safely say, the time I spent doing market research truly paid off!