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IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 100 Pringle Ave Suite 650, Walnut Creek, CA 94596, United States.
Phone: 8883226534.
Website: iraresources.com
Specialties: Financial institution, Investment company, Investment service.
Other points of interest: Identifies as women-owned, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, LGBTQ+ friendly, Transgender safe space.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of IRA Resources, Inc., IRAR Trust Company

IRA Resources, Inc., IRAR Trust Company 100 Pringle Ave Suite 650, Walnut Creek, CA 94596, United States

☎️8883226534

⏰ Open Hours of IRA Resources, Inc., IRAR Trust Company

  • Monday: 8:30 am–4:30 pm
  • Tuesday: 8:30 am–4:30 pm
  • Wednesday: 8:30 am–4:30 pm
  • Thursday: 8:30 am–4:30 pm
  • Friday: 8:30 am–3 pm
  • Saturday: Closed
  • Sunday: Closed

Overview of IRA Resources, Inc. and IRAR Trust Company

IRA Resources, Inc., alongside IRAR Trust Company, stands as a notable financial institution and investment service provider located at 100 Pringle Ave Suite 650, Walnut Creek, CA 94596, United States. For those seeking guidance or services in managing their retirement accounts or investment needs, this company offers a comprehensive suite of financial services tailored to various investor profiles. The company's contact information is easily accessible via their phone number: 8883226534. Furthermore, their professionalism and reach extend online through their website: iraresources.com. Here, potential clients can delve deeper into their offerings and services.

Key Features and Accessibility

IRA Resources, Inc. proudly identifies as a women-owned business, reflecting a commitment to diversity and inclusion. For the convenience and comfort of their clients, they provide on-site services, ensuring that assistance is readily available. The establishment is also wheelchair-accessible, featuring a car park and an entrance that accommodates individuals with mobility challenges, demonstrating their commitment to accessibility.

Customer Experience and Reviews

Based on the available reviews, particularly the average opinion of 4/5 from 9 reviews on Google My Business, it's evident that IRA Resources, Inc. garners positive feedback from its clientele. Clients appreciate the initial setup experience, describing the staff as "great," "generally friendly," and "helpful." Although direct interactions might be limited post-setup, the company's reputation suggests a reliable partner for retirement and investment needs. The openness to LGBTQ+ individuals and the creation of a transgender safe space further enhance the company's appeal to a broad spectrum of clients.

Recommendation

For anyone considering their retirement or investment strategy, IRA Resources, Inc. presents a promising avenue to explore. Their commitment to accessibility, inclusivity, and customer service is commendable. To learn more or initiate a consultation, visiting their website at IRA Resources is highly recommended. The contact details provided ensure that reaching out for more information or to discuss your financial needs is straightforward. Given the positive feedback and the company's wide range of services, it's worth considering IRA Resources, Inc. as a potential partner in your financial journey. Remember, the journey to financial security often begins with a single step, and this company could be that guiding hand.

👍 Reviews of IRA Resources, Inc., IRAR Trust Company

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Charles R. (.
5/5

Update below

2023, 5 stars: So far the service has been decent. This should be an ongoing relationship, so I'll eventually update the rating and this review depending on my experience.

2024 update: Still good. They were great on the phone when I was setting everything up. Generally friendly, helpful, available. After getting everything set up, I don't interact with them much. Which is a good thing, since the main purpose of reaching out at this point would be if something wasn't right. I appreciate IRAR and I'm glad I chose them.

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Irfan N.
5/5

Being a novice in self directed IRA accounts , I was forced out of my comfort zone due to an investment opportunity. I was able to transfer funds out of my traditional IRA to IRAR trust.
The folks at IRAR trust are very helpful, and render excellent advice over the phone (picking up at 1st or 2nd ring), the fees for a smaller investor like myself are very reasonable. The account specialists are knowledgable and kind. Not one of them has gotten frustrated due to my incessant novice questions.
If anyone needs a side investment self directed IRA, I highly recommend IRAR trust.
I used their lower tier investment option, but a pricier self directed solo IRA for property investments also exists which also seem very reasonably priced compared to the marketplace.

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Renee V. Y.
5/5

I've used IRA Resources for about 10 years and my experience has been great. The fees are low, the response time is always very quick, no debits or credits have ever been incorrect. My experience is 100% thumbs up.

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Janet B.
5/5

I just completed my first investment with IRA Resources and can highly recommend them. I have used IRA Services in San Carlos, CA, Equity Trust out of Ohio and PENSCO in the past. After all of my experience, IRAR staff pick up the phone, provide you with the answers and help you need, and certainly cost much less than Equity Trust and PENSCO, about the same as IRA Services. I am switching because the other custodians' fees were rising quickly with service levels declining. I need my questions answered in a day or two, not 7 days later, without being told to "ask my IRA attorney" regarding very simple issues.

Cecilia was especially helpful today, as all of the staff have been who I spoke with at IRAR to get the account open, funded and make the first investment. Many thanks!

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
John B.
2/5

Ugh. Hold your nose to save money.

Pros: IRAR is inexpensive and their systems are adequate
Cons: At some point you might have to speak with the owner (Liane).

If you can find a less expensive option with better service - go for it. If you decide to move forward with IRAR and Liane answers the phone, politely ask for someone else.

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Mint R. G.
5/5

Awesome custodian for my IRAs...Very helpful support...Low fees unlike most of the custodians in the marketplace...

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Ken G.
5/5

I completed my 1st transaction had great communication, quick paperwork responses and had good asset growth. I would recommend this company.

IRA Resources, Inc., IRAR Trust Company - Walnut Creek, California
Pavan L.
1/5

Poor

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