IRAR Trust Company Reviews | Client Testimonials

“I just wanted to thank you for all of your help and guidance with my account. I have worked with another self-directed IRA company in the past, and by far, your customer service is superior! I am continually impressed with your efficiencies, your attention to detail and completing transactions ahead of my expectations. Your staff is amazingly helpful and a pleasure to work with. I have referred, and will continue to refer, my friends and family members to your company! Thank you for the great service! I really appreciate a company that believes in REAL customer service!”

Virginia L.
“Liane, thank you so much for all your help. I can tell already that I will be much happier with IRAR than my previous custodian. Not only because of the lower fees but due to your personal attention and client services. Not sure why I left you a few years back but I am regretting that decision now.”

Gary F.
“Transferred in from Forge Trust due to their high fees. So far IRAR is very responsive, helpful, and at a much better price. The transfer was easy, their agents responsive, and the process seamless. I love that I don't have to keep a balance at IRAR to cover the fees - they can charge my standard IRA bank account (Forge Trust required you to keep a balance which you inevitably forgot about and didn't keep filled because your rent was going into your checking account instead). So far 5 stars all around.”

Justin K.
“You guys are the best! Thank you for your prompt response. I will continue to recommend you guys to my friends and business associates.”

Douglas M.
“ After evaluating all of the IRA custodians on the market, IRA Resources offered the best value. In particular, I like that fees do not increase as the value of my IRA assets increase. In terms of service, I could not be happier with IRA Resources. They’re a nimble company, which has made it easier to pay expenses and manage my account. Most of my inquiries and transactions can be efficiently handled via ACH, mail, online, or email. Veronica at IRA Resources has been extremely helpful and responsive ever since I opened my account.”

Jim D.
“Just wanted to thank you for your last minute effort to transfer my IRA to a Roth account. I didn't give you much time, but you came through like champions!”

Benton C.
“Your program is incredible. Everybody I refer loves it. I’m also so impressed (so are others) by your responsiveness! ”

Lisa P
“Thanks again for your professional assistance, my attorney was also impressed by your timeliness. ”

Henry C.
“I couldn’t be more please with my early experience in opening accounts, funding and executing a desired PE trade. Next, I’d like to bring over shares I hold at a different organization. ”

Darin K.
“Liane, Thanks for going the extra mile for my concern. I do not see your kind of customer care these days. I appreciate it!”

Tom F.
“I want to thank you for the service you have provided me since the account was opened in early 2013. I have referred several people to you who have expressed an interest in investing in real estate through their seld directed IRA. Your service has been extraodinary and the fee structure is quite reasonable. Because of your program I have been able to increase my retirement account substantially. However at this point I want to purchase a stock portfolio and do trading in my account. Thank you again for all your assistance in securing a comfortable retirement. If you have any questions, do not hesitate to call me.”

Clinton F.
“Kaz and I want to thank you very much for your assistance in purchasing our investment property using our self-directed IRA! We couldn’t make it without your support. It was a great opportunity to learn about the Self-Directed IRA for both personally and as a Realtor. Now, I’m eager to help people for acquiring properties using such a great tool.”

Yumiko I.
“I have been trading publicly listed stocks, options and futures for 30 years, but this self-directed IRA/private equity experience is a first for us. Every phone call to IRAR has been answered promptly by a courteous, knowledgeable pro who could confidently answer my questions. Everyone I spoke with was patient and never made me feel as ignorant as I was. Your instructions have been clear and easy to follow. The seller told us that it wasn’t possible to complete all of the IRA steps prior to close. They have obviously never worked with IRAR. ”

Ken H.
“Thank you so much for your help with all this. It was very easy to work with you and your team as compared to Equity Trust and IRA Services. You definitely made it much easier, and I truly appreciate it!”

Janet B.
“Self-Directed IRA accounts work best for my wife and I because we are directly involved in making all investment decisions for the assets in our IRAs. We have used three different companies as custodian and administrator of our IRAs. Our current one, IRA Resources, has had our accounts for three years and we are pleased with their service. We were attracted to IRA Resources because their fees were lower, and since we self-direct, that was and still is extremely important. What we also enjoy about IRA Resources is how easy they are to deal with. Whenever we have a question or need something, Nicole and Liane are just a phone call or email away and happy to help. It’s nice to not have to wade through a computerized phone system or be put on hold by clericals that don’t know what you’re talking about; experiences we were glad to leave behind with our previous IRA custodians.”

Doug & Anne N.
“I am very satisfied with the handling of my personal IRA account at IRA Resources. I am able to self-direct my investments with a simple direction form and I get prompt, professional, courteous treatment by the staff. They treat my investment account like it is as important to them as it is to me, and that any question I have deserves an answer. They assist my transactions and help me make sure all paperwork is in order. I get personalized service and I highly recommend IRA Resources and the staff there. In addition to my personal account, I work with investors by brokering private money real estate transactions and IRA Resources assists those investors in the same capacity while working side by side with title and escrow companies to ensure the transactions are recorded and the investments are paid off and re-conveyed properly. Someone from the staff is always available, response times are more than adequate, and we have successfully closed many transactions together.”

Lorri W.
“Over the last few years, I have gotten tired of chasing profits in the stock market. With retirement only 12 to 15 years away, my wife and I were wondering how we would create a safe and consistent income stream. We both had self-directed IRA’s and were investing primarily in individual stocks and ETF’s, but with the volatility of the stock market it was hard to see how we would be able to count on a steady income in retirement. I have known for a long time that real estate was a great way to build wealth, but all our cash was tied up in our retirement accounts. One day I ask myself the question "wouldn’t it be nice to invest in real estate in our IRA’s?", this was followed by asking Google if that is possible. To my surprise this was not only possible, but has been around for many years. I began my search for a company that not only had the technical expertise and customer service, but more importantly the integrity to handle our life savings. Our thorough research led us to IRA Resources, as they met the criteria that was spelled out above. From day one we were impressed with their staff; they answered all of our questions and led us by the hand as we purchased our first rental property last year. They never tired as I asked countless questions over the last 12 months as we learned the process of buying and renting properties. My wife and I are in the process of closing on our 4th property and we couldn’t be more pleased having IRA Resources as the administrator of our life savings. We have spent the last 33 years planning and saving for our retirement and we are on our way to building a passive income stream and would highly recommend to anyone IRA Resources as their IRA administrator.”

Bob B.
“One of the best financial decisions I made was to create a Roth IRA from a Traditional IRA. The best decision was to choose IRA Resources to administer that Roth. With incredible amounts of government regulations, IRA Resources was always there with answers and alternatives. From my first call to Liane I felt I was talking to an extremely competent person who would protect my interest. The people at IRA Resources are always friendly, quick to respond and constantly monitoring my actions to make sure I adhere to all regulations. Even though I have never met Liane or Nicole in person, I feel as though I know them well from our frequent conversations. The have shown much patience in answering my questions, many of which they have answered and I have forgotten. I consider them both trusted allies and an integral part of my financial future. In my search to find an administrator for my IRA transition, I talked to many that claimed to be Roth administrators who made wild promises and representations that in turn were not exactly demonstrated. Liane was thoroughly professional, took as much time as needed to answer my questions, and gave me sound advice that has benefited me many times over. Nicole still answers my questions and helps me with my ongoing needs. A lot of people out there will talk the talk, but IRA Resources DELIVERS!”

Hal C.
“I have had a self-directed IRA since 1984. I have gone from one company to the next and they have all been terrible. You guys are amazing. Very pleased with the service and the fees. Would recommend IRA Resources to anyone.”

Michael S.
“Liane and Nicole, for the last 10 years or so, I have been using IRA Resources and your self-directed administration services for several of my retirement accounts and have completed scores of transactions with you. Over that time, I have been very pleased with your service, attention to detail, professionalism, and reasonable rates. Many of my transactions have been real estate note purchases and sales, and quite often very time sensitive in nature, so it has been important for me to have a company who is easy to work with and can execute direction letters quickly and predictably. Thank You.”

James M.
“Our family appreciates having the opportunity to invest in private equity, like real estate partnerships, as well as in other alternative asset classes that are not available through traditional IRA accounts. The team at IRA Resources is highly professional, friendly, knowledgeable and very responsive to our investment needs.”

J.G. & D.G.
“About 3 years ago, I retired and my 401k moved to an IRA. My wife and I own rental property and it has been a good business for us. I heard that a self-directed IRA would be able to purchase real estate. I did some research and found several companies that would allow a self-directed IRA. Most of them had excessive fees, and they were not much help. IRA Resources was the company we chose. The fees were small, including no fee for monthly check deposits, which is very important to me. I funded the account and found a property. I had some challenges with the realtor, but none with IRA Resources. Nicole held my hand through the process and answered the questions I had. I found them to be very helpful, and an inexpensive way to do a self-direct. I would highly recommend them.”

Scott O.
“Nicole and Liane, I want to thank you and IRA Resources, Inc. for serving as my IRA custodian over the past nearly 3 years. I have benefited greatly from your services. During a time in the marketplace where real estate assets were a bargain for cash purchases, your firm assisted me in becoming financially independent. With IRA Resources, I have accomplished many of my financial goals that I set forth in early 2012.”

Jim W.
“IRA Resources has been a great facilitator and conduit of my retirement arrangement. Their understanding of the procedures, laws, and accounting has made this process so much easier. Tracking invoices, due dates, notifications and timely payments have also added to my comfort level in their procedures.”

Robert J.