Retirement Investing that Goes Beyond Wall Street

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!

My corporate marketing role was eliminated after 15 years. It gave me the idea to finally start working for myself. But then fear set in and for weeks I felt paralyzed. I didn’t know how to make it happen. The professionals at IRA Financial Group helped me take the leap of faith I needed and now I’m operating and feeling so confident backed by a strong support network at IRA Financial Group. It’s so worth the investment.

My experience with IRA Financial Group has been excellent. From the start they were prompt to answer calls and emails, answer questions and follow through at every step of the set up of my account. They are professional, knowledgeable and helpful in all aspects of providing excellent service. I highly recommend IRA Financial Group!