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San Francisco Bay Area and Northern Coastal California

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BBB Accredited Business since 11/13/2008

IRA Services, Inc.

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Phone: (650) 593-2221Fax: (650) 591-2168PO Box 7080, San CarlosCA 94070

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Description

IRA Services Trust has been providing retirement program services for over 30 years. We currently service over 35,000 accounts invested in approximately $3 billion worth of assets.

BBB Accreditation

A BBB Accredited Business since 11/13/2008

BBB has determined that IRA Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that lowered IRA Services, Inc.'s rating include:

  • One serious complaint filed against business.

Factors that raised IRA Services, Inc.'s rating include:

  • Length of time business has been operating.
  • Complaint volume filed with BBB for business of this size.
  • Response to 6 complaint(s) filed against business.
  • Resolution of complaint(s) filed against business.
  • BBB has sufficient background information on this business.

Customer Complaints SummaryRead complaint details

6 complaints closed with BBB in last 3 years | 1 closed in last 12 months
Complaint TypeTotal Closed Complaints
Billing / Collection Issues1
Problems with Product / Service5
Advertising / Sales Issues0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 6

Additional Information

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BBB file opened: 09/30/2008Business started: 12/22/1969
Type of Entity

Corporation

Incorporated: December 1969, CA

Contact Information
Principal: Mr. Edwin Blue (C.E.O.) Michael McNair (Trust Officer)
Number of Employees

18

Business Category

Retirement Planning Service

Products & Services

IRA Services Trust Company offers self-directed retirement accounts since 1979 - where experience, service, diversification and low fees provides you with more choices, more control and a better retirement.

Hours of Operation
Mon: 08:00 AM to 05:00 PMTue: 08:00 AM to 05:00 PMWed: 08:00 AM to 05:00 PMThu: 08:00 AM to 05:00 PMFri: 08:00 AM to 05:00 PM
Service Area

Nationwide (US)

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.