IRA FINANCIAL GROUP

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IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world. His mission was to establish a company that would help retirement account holders take advantage of the freedom that comes with self-directed plans. Now, our clients can easily establish the self-directed solution that works for their needs with the IRA Financial app, and get dedicated support for their structures. Our clients have the ability to invest in ... almost any type of investment tax free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, and much more. They also have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. We offer a full IRS audit guarantee and stand by the legality of our structures. IRA Financial will strive to be the best self-directed retirement and pension administrator in the country. Using technology innovation, we will change the way people invest and save for retirement. We will build into each retirement plan a level of quality, efficiency, and value that will earn the respect and loyalty of our customers.

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IRA FINANCIAL GROUP

Social Links:

Industry:
Financial Services FinTech

Founded:
2010-01-01

Address:
Miami Beach, Florida, United States

Country:
United States

Website Url:
http://www.irafinancialgroup.com

Total Employee:
51+

Status:
Active

Contact:
800-472-0646

Email Addresses:
[email protected]

Total Funding:
2.3 M USD

Technology used in webpage:
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Current Employees Featured

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Steve LaVista
Steve LaVista Chief Technology Officer @ IRA Financial Group
Chief Technology Officer
2010-08-01

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Adam Bergman
Adam Bergman President @ IRA Financial Group
President
2010-01-01

Founder


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Adam Bergman

Acquisitions List

Date Company Article Price
2019-12-01 Pension Investors Corporation Pension Investors Corporation acquired by IRA Financial Group N/A
2019-12-01 Pension Investors of Hollywood Pension Investors of Hollywood acquired by IRA Financial Group N/A

Newest Events participated

bitcoin-2022_event_image Participated in Bitcoin 2022 on 2022-04-06 as sponsor

Official Site Inspections

http://www.irafinancialgroup.com Semrush global rank: 1 M Semrush visits lastest month: 34.23 K

  • Host name: 141.193.213.20
  • IP address: 141.193.213.20
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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