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.
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.
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.