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Business Profile

Trust Company

IRA Financial Trust Company
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 472-1043Write a Review

About

Overview

IRA Financial Trust Company

5109 S Broadband Ln

Sioux Falls, SD 57108-2208

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BBB Accreditation & Rating

IRA Financial Trust Company is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

IRA Financial provides self-directed retirement account services, including IRAs, Solo 401(k)s, and HSAs. The company assists clients with alternative asset investments such as real estate, cryptocurrencies, and precious metals.

BBB Accredited Since: 6/29/2018

Years in Business: 10

Products and Services

This company is a regulated financial institution that is made up of retirement tax specialists helping individuals navigate all the IRS rules and regulations for retirement investments specializing in self-directed IRAs and checkbook control IRAs.

Photos and Videos

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Business Details

Local BBB:
BBB of Midwest Plains
BBB File Opened:
6/19/2018
Business Started:
11/2/2015
Business Incorporated:
11/2/2015
Type of Entity:
Corporation
Business Management:
Adam Bergman, President
Mark Flenard, Director of Operations

Additional Contact Information

Principal Contacts
Adam Bergman, President
Customer Contacts
Adam Bergman, President
Becky Boudreau, Social Media Specialist
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Trust Company, Financial Services, Financial Planning Consultants, Retirement Planning Services, Health Savings Administrators

Latest Reviews

  • John O

    "This company has $100Ks of my retirement in their trust. I have been trying to transfer my retirement for the past month and my emails have simply been ignored." ... Read full review

  • Michelle M

    "Retaliation Termination I have a full explanation that will not fit in this box."

  • Kate B

    "As a custodian and fiduciary IRA Financial Trust has an obligation to manage its clients money. I moved a large amount of money to my SIDRA and when it did not appear in my Self Directed IRA Account at IRA Financial after a week I tried calling and got no response-no one other than the sales team picks up the phone." ... Read full review

View all Reviews

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