What Is IRA Financial Group? (Is It Legit?) (Updated 2022)

May 25, 2022

What Is IRA Financial Group

Welcome to my "What Is IRA Financial Group?" review!

(UPDATED 2022)

Are you interested in opening your own IRA account to securely manage and grow your retirement investments and savings?

If that is the case, you need a trustworthy and reliable IRA custodian to provide you with the services. What is IRA Financial Group? Well, it is an IRA custodian but a better question is, can you actually trust it? Is it legit? Or a scam?

Well, you are about to find out everything you need to know about it in this review! Let's get started.

IRA Financial Group Review Quick Summary

Name: IRA Financial Group

Founders: Owned by a group of tax attorneys

Price: Varies depending on your investments

Rating: 3/5

What Is IRA Financial Group logo


What is IRA Financial Group?

IRA Financial Group is an IRA custodian that offers various kinds of IRA services. It was founded by a group of tax attorneys back in 2010.

Currently, it is based in Florida, U.S. So far, IRA Financial Group has over $4.9 billion of retirement assets under its administration.

It aims to help retirees manage and take full control of their investments and assets! Moreover, it has the ability to invest in various assets, including real estate and precious metals, including gold and silver.

IRA Financial Group Products and Services

IRA Financial Group offers the following IRA services to its clients:

Below, you can see their pricing and fees.

What Is IRA Financial Group pricing
What Is IRA Financial Group Solo 401(k) Fee
What Is IRA Financial Group Self Directed Fee

Investing in precious metals require a vast knowledge about its market. Although IRA Financial Group does not really provide much in this aspect, there are other companies that do.

One of them is Goldco which value educating their clients.

How to get started?

To get started with IRA Financial Group, you need to create an account. You can do it here.

Then you should contact the company and notify them that you are interested to avail their IRA services. A representative will help you go through the whole process. Here are IRA Financial Group's contact details.

Or you can visit its physical address, IRA Financial Group, 1691 Michigan Avenue, Suite 415, Miami Beach, FL 33139.

IRA Financial Group Ratings and Reviews

IRA Financial Group is not something that is "famous" online compared to other companies. This is because, there is not much reviews and ratings about it.

The only ones I found are the ones below.

  • BBB - A+ rating, BBB accredited since 2011, 5-star rating with 18 reviews and 1 complaint
  • RipOffReport - 1 complaint
  • Trustpilot - 4 out of 5 rating based on 109 reviews
  • Glassdoor - 3.5 out of 5 based on 7 reviews

However, even though there is not much on IRA Financial Group, its rating is actually good, as you can see above. Furthermore, people recommend it and love its services.

You can see some reviews below.

What Is IRA Financial Group review

The only complaint so far is regarding its poor customer service wherein an IRA Financial Group representative, Fred, was rude to a client.

He did not answer any of the client's questions and just hung up on her.

IRA Financial Group Pros and Cons


  • Has various kinds of investments
  • The administration is managing over $4.9 billion worth of investments
  • Good BBB Rating and profile


  • The website lacks information
  • Poor customer service
  • Only has a few ratings and reviews

Is IRA Financial Group a scam?

Let's conclude this review with my final verdict and answer to this question. IRA Financial Group is not a scam. It is a legit company that helps retirees with their investments.

Moreover, it has been in the industry for over 10 years already. However, there are things that you should be concerned about such as the poor website, lack of information, bad customer service, and the fact that it has a few ratings and reviews only.

If you prefer to work with a company or custodian that is well-known and backed by a lot of investors, check out my top recommendation below.

Thank you so much for reading my "What Is IRA Financial Group?" review! If you have any comments or questions, feel free to leave them in the comments section.

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Anis is a digital marketing expert that enjoys writing blogs and helping people avoid scams online; he is passionate about investing in real estate and gold; in his free time, Anis loves playing football, going to the gym, and hanging out with friends.

By the way, if you are tired of scams and want to invest with a legit gold company, check out my 6 top legit gold IRA companies of 2024!


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