IRA Financial Group 1691 Michigan Avenue, Miami Beach, FL 33139
About the Business
IRA Financial Group is a leading finance institution located at 1691 Michigan Avenue in Miami Beach, Florida, United States. Specializing in self-directed retirement accounts, IRA Financial Group provides expert guidance and innovative solutions to help individuals take control of their financial futures. With a team of experienced professionals, IRA Financial Group offers a wide range of services to assist clients in maximizing their retirement savings and investments. Whether you are looking to diversify your portfolio, invest in alternative assets, or plan for a secure retirement, IRA Financial Group is committed to providing personalized and comprehensive financial solutions to meet your individual needs.
Photos
Location & Phone number
1691 Michigan Ave # 335, Miami Beach, FL 33139, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I spoke with an very friendly CSR named Delight who was polite, courteous, and knowledgeable. Prior to my call I was concerned since I was behind on my account maintenance fees. Delight made getting current on my account a breeze and I am so happy to be using IRA Financial Group for a checkbook IRA type account. Great job!!"
"I am one of the people who lost money in their $36 million hack. It has been a difficult journey and I am seriously shocked they are able to still operate without giving people their money back. 1. Don't trust the reviews, they pay a company to create 5 star reviews so the true reviews (like mine) get pushed off the first page. 2. I'm shocked they are able to operate still with losing over $36 million in their clients money. This wasn't like we were the ones that were hacked, they were. How can an American company just lose $36 mil and not have to pay back their clients? 3. The communication has been nonexistent. I have no idea if I am ever going to see my 401K money back. It's ridiculous that they are not being held responsible from the US Government. 4. In July of 2023, they settled with their insurance company Wesco. I have tried to reach out to IRA and they told me to reach out to Wesco. Unbelievable and heartless! I shouldn't need to do anything except get my hard earned money back! 5. If you do sign up, take a look at the access reports in Gemini. You will be shocked by the amount of people that have access to all of your information. At one point, I saw personal email addresses accessing my account. Summary: I hope most people considering this company see this and other real reviews. If I had to do it all over again, I definitely would not have picked IRA Financial. It is a mistake that will stick with me for a long time as I feel that I will never be able to recuperate my hard earned money."
"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!"
"I needed to open my account in 2019 super rapidly in order to secure a purchase contract for a property outside of the USA. Thankfully, the IRA Financial person helping me, Maria Esposito, was super efficient and attentive to the process making it all move quickly and efficiently. Then a couple months ago this year I needed further documentation related to the same transaction and found myself with Maria again. As previously, she handled what I thought would be a complicated matter super quickly and to perfection. Very happy customer"
"As an experienced real estate investor and having worked with many tax strategy companies and financial instutions, I can say that IRA financial (especially Casper) was able to help me avoid paying taxes and penalties by rolling over my 401K to a solo 401K that allowed me to invest in another rental property. Their review match up exactly to the service you will get which is beyond 5 star in my opinion. Even when Casper was off his shift every person I spoke to always gave me quick and confident answer just like Casper did. Shout out to whoever trained the employees. They are always available to help. I highly recommend them to anyone that wants to hold someone accountable for doing what they say they will as a company."
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