IRA Financial Group, the Premier Provider of Self-Directed IRA & Solo 401(k) Plans Expands in to its New Fifth Avenue Office

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Overwhelming Response to IRA Financial Group-Self Directed IRA's on the rise

“We are so confident in our prices and services that we will beat by $250 any published price for comparable services”

In the last year, IRA Financial Group has helped thousands clients take control of their retirement funds and set up their own Self Directed IRA accounts and Solo 401(k) plans.

IRA Financial Group, the leading facilitator of Self Directed IRAs and Solo 401(k) Plans, created by former top law firm attorneys and Wall Street participants, offers customized, “checkbook control” Self Directed IRA and Solo 401(k) Plans that are IRS compliant and fit the needs of each client. Founder, Adam Bergman states, “This expansion is very significant for us. We have recently seen a surge of individuals wanting to take control of their own retirement funds, but need guidance along the way."

IRA Financial Group was created by a group of tax and ERISA attorneys as well as Wall Street bankers who combined have over 35 years of experience. They offer their clients an efficient, cost effective solution to taking control of their money and diversifying their investments. "The Self Directed IRA and Solo 401(k) Plan allows you to eliminate the delays associated with an IRA custodian, enabling you to act quickly when the right investment opportunity presents itself in turn allowing your retirement funds to grow tax free" states Pam Rosen, Vice President.

"We believe that our customers should spend their money where it counts - investing from within their retirement funds, tax free. That’s why our services fees are at least 65% less than everyone else" states Adam Bergman. “We are so confident in our prices and services that we will beat by $250 any published price for comparable services providing an IRS compliant Self Directed Checkbook IRA, Self Directed Real Estate IRA, or Solo 401(k) Plan”, stated Adam Bergman. With the popularity of Self Directed IRAs and Solo 401(k) Plans on the rise, IRA Financial Group is looking to expand operations to better serve the ever growing market.

For more information on IRA Financial Group, please visit us at

Jaclyn Baily
(973) 495-4119

About IRA Financial Group, LLC

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers and former Wall Street executives with over 35 years of combined experience in the legal, tax, and investment fields at many of the largest law firms and financial institutions in the country, such as White & Case LLP, Dewey & LeBoeuf LLP, and JP Morgan Chase.

IRA Financial Group is the market’s leading Self Directed IRA and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment.

To learn more about the IRA Financial Group please visit our website at


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Jaclyn Baily
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