IRA Financial Group Review

Selecting the perfect custodian for your IRA account in the United States is a crucial part of successfully managing your investments.

Not only will a good custodian company provide reliable and secure services for handling your assets, but qualified advisors are also on hand to provide guidance and management advice when needed.

When selecting the ideal custodian company in the United States, look at its reputation, the amount of experience they have gained in this field, and its range of financial products and services.

You should also check whether they offer you free access to real-time market research so that you can keep up with industry changes, helping you make more informed decisions about your investments.

Also, it is important to make sure that all costs associated with the account are clear from the start. This ensures there are no hidden fees down the line.

Ultimately, considering all these factors will help you find a custodial solution that best reflects your financial needs as well as suits your budget.

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Or continue reading our review on IRA Financial Group here.

Table of Contents

About IRA Financial Group

Founder & CEO: Adam Bergman

Located in: Miami Beach, FL

Better Business Bureau: A+ Rating with BBB Accreditation

Trustpilot: 4.1/Out of 5-star rating

Glassdoor: 3.2/Out of 5-star rating

Google My Business: 4.6/Out of 5-star rating

IRA Financial Group is an innovative retirement service that gives individuals the freedom to invest in a range of alternative assets for their Individual Retirement Account (IRA).

Founded by Adam Bergman, who brings vast experience from renowned tax and ERISA law firms, this firm sets itself apart through its comprehensive selection of investment opportunities.

An impressive team of specialists with expertise in IRS regulations makes sure all guidelines are followed accurately – providing maximum security and peace of mind backed up by complete audit coverage.

IRA Financial Group is dedicated to helping you achieve long-term financial security.

They have the expertise and top banking technology necessary for assisting in creating retirement accounts, like IRAs and 401(k)s, or even managing your existing ones.

With their licensed advisors by your side offering guidance on self-directed investments and consultation on how best to invest those funds, they can ensure that any money saved up now will be properly safeguarded for years.

How IRA Financial Group Works

IRA Financial Group provides comprehensive and custom-tailored services to help you understand, manage, and maintain your retirement account.

Their individualized attention focuses on delivering tech-driven solutions for easy investing in alternative assets.

Furthermore, their experts can provide specialized advice about making the most of a current retirement portfolio as well as strategies that minimize taxes or maximize savings for future resting years.

IRA Financial Group Reviews and Ratings

Making the important and big decision of who to have as your custodian for a retirement account is not one that should be taken lightly.

It’s essential to look through reviews from clients, assessing what their experiences were with the company in question.

Overall IRA Financial Group is rated positively but there are not many available comments on record which may suggest few people take time out to review them.

IRA Financial Group Reviews and Ratings

IRA Financial Group Product/ Service Offerings

IRA Financial Group offers you investment services for different types of retirement accounts. These include:

Self-Directed IRA

Investing with a Self-Directed IRA from the Ira Financial Group can give you greater control and flexibility in managing your retirement savings.

These accounts allow for alternative investments like real estate, precious metals, or other options that may be more suitable for reaching your financial goals than traditional stock and bonds.

If you prefer being at the helm of decision-making, an IRA LLC provides even more autonomy over how funds are managed but if there’s less frequent trading activity then a standard plan might meet all needs just fine.

Solo 401(k)

A Solo 401(k) is a great way to gain control over your retirement savings and investments. It is also a great option if you are self-employed.

With IRA Financial Group, you can save up to $68,000 in contributions annually with alternative assets that help diversify your portfolio.

You’ll also benefit from having access to quick capital by borrowing up to $50,000 for immediate expenses when necessary. Plus, no custodian or annual filing requirements are needed unless the account surpasses $250K.

Best of all? No hidden fees, only one flat fee with IRA Financial Group so there’s nothing else standing between you and financial freedom.

ROBS Solution

IRA Financial Group has made the investment in an existing or new business extremely easy with a ROBS Solution.

You must first establish a new corporation, allowing your 401(k) funds to roll over into this newly formed plan and purchase the stock for it.

The proceeds of these stocks will then provide leverage on assets necessary for launching the company’s success!

Investment Opportunities With IRA Financial Group

With IRA Financial Group, you’ll have a wealth of investment options to choose from. You can diversify your retirement portfolio with stocks, bonds, and alternative assets all in one place.

The company helps you diversify your future nest egg by providing many investment opportunities through your self-directed account. Some of these investment options include:

  • Real Estate
  • Cryptocurrency
  • Precious Metals
  • Private Placements
  • Tax Liens/Deeds
  • Investment Funds
Investment Opportunities With IRA Financial Group

Getting Started With IRA Financial Group

Starting your financial journey with IRA Financial Group involves a three-step process. This includes:

Step 1: Create Your Account

The first step involves creating your account with IRA Financial Group. Download the application from the App Store or Google Play, create your account, and select your plan.

Step 2: Fund Your Account

Once your account is created, add funds to your newly created account. You can add these funds via direct transfer or contribution, or rollover from your previous account.

Step 3: Start Investing

After funding your account, you may diversify your investment portfolio by adding IRS-approved assets to your account.

How to invest with the IRA Financial Group

Point of Difference

It provides a great many investment opportunities, with knowledge about where to invest and how to invest. Their knowledge center includes articles, blogs, videos, books, etc.

It uses the latest technology and great customer support with greater than 23,000 clients on-board and $3.2 billion in alternative assets.

IRA Financial Group Fees

  • Self-Directed IRA = $400 per year.
  • Self-Directed IRA LLC =$999 one-time fee or $400 per year.
  • 401(k) = $999 one-time fee and $399 per year.
  • ROBS Solution = $3,500 one-time fee or $100 per month.

Why Choose IRA Financial Group?

With more than 23,000 clients on board and $3.2 billion in alternative assets, the company has many highly experienced tax and ERISA experts which guide you throughout your investment journey all while offering no hidden fees.

Why choose IRA Financial Group

Pros and Cons


  • Checkbook writing.
  • Great choice of alternative investments.
  • No hidden fees.
  • Good customer service.
  • Educational resources.


  • Limited information on the website.
  • Limited customer reviews are available online.

Final Thoughts

IRA Financial Group safeguards your retirement account so you can rest easy and maximize its potential.

Not only does the company provide optimal security for a worry-free future, but it also offers access to additional investments such as real estate, gold, and cryptocurrencies – all with knowledgeable financial experts on hand to help get you started.

Make sure these investment options comply with their tax legislation before diving into them headfirst.

We hope you’ve enjoyed this review of IRA Financial Group.

If you like to find out what’s our #1 recommendation for precious metals, click on the below.

1 Tonne Gold Coin

After researching over 100 companies, they were the clear #1 choice.