IRA Financial Group

IRA Financial Group is a self-directed IRA LLC facilitator founded in 2010, with headquarters in New York. In addition to self-directed IRA LLCs, IRA Financial Group also assists clients in setting up Solo 401(k) accounts. The company was founded by attorney Adam Bergman. Below you will find more information about IRA Financial Group. If you have personal experience working with IRA Financial Group, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).

Client Protections

Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: 01/04/2011

To view the complaints brought against IRA Financial Group, view the company’s BBB profile.

IRA Financial Group Leadership & Staff:

Founder: Adam Bergman
Staff size: ?

IRA Financial Group Location:

244 Fifth Avenue, Suite 1798
New York, NY 10001
IRA Financial Group Location


Fee Schedule for IRA Financial Group Self-Directed IRAs

Self-directed IRA LLC setup fees: ?

Yearly custodial fees for self-directed IRA LLC accounts: ?

Solo 401(k) setup fees: ?

Other Products Offered By IRA Financial Group:

IRA/401(k) Business Funding
Solo 401(k)s

IRA Financial Group Contact Information

Phone: 800-472-0646
Fax: 646-807-4534
Hours: Monday – Friday from 9:00 AM – 8:00 PM (EST)

We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on IRA Financial Group which warrants addition to this page, please email us at

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