My company has had Iron Financial as our 401K administrator for several years and have had a good relationship with them. Their fees have been reasonable for a company our size and they are...
Iron Financial
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IRON Financial, based in Northbrook, IL, is an independent multi-family office that specializes in providing sophisticated wealth solutions to high-net-worth individuals, multi-generational families, entrepreneurs, and business owners. With over 30 years of investment experience, the firm focuses on delivering customized strategies for growth and income, as well as exclusive private market opportunities typically reserved for institutional investors.
The firm's comprehensive approach includes tailored wealth planning, investment management, and advisory services, ensuring a thorough understanding of each client's unique financial picture and goals. Through a dedicated team of experienced advisors, IRON Financial offers a suite of services designed to enhance clients' portfolios while providing essential support in areas such as family governance, estate planning, and philanthropic efforts.
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I had a small outstanding balance in my Iron Financial 401k account from a previous employer and requested a check for the balance. They stated they mailed a check to me - twice. Both times it...
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