Inspira Financial

2001 Spring Road, Suite 700, 60523, Oak Brook, United States
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3.95
Based on 20 Reviews

5

70.00%

4

5.00%

3

0.00%

2

0.00%

1

25.00%
About Inspira Financial

Inspira Financial, formerly Millennium Trust Company and PayFlex, provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. We've worked with thousands of employers, plan sponsors, recordkeepers, third-party administrators (TPAs), and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. We’re relentlessly pursuing better outcomes for all with our automatic rollover IRA services, alternative assets, health savings accounts (HSA), flexible spending accounts (FSA), commuter benefits, emergency savings funds (ESF), and more.

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Lyn Kendall
GB

Apps are terrible Apps are terrible. The web version just clears the username and pw when it isn't working, and the mobile apps brings back an error stating "something went wrong, try again later". I guess I'm supposed to log in every day to try and get my flex refunds. Worst app I've ever used.

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CARLA SPANN
GB

Efficient chat and email. Fees high though I have a pleasant experience with customer service on inspira today. I was frustrated because it was impossible or seemed impossible to actually reach to person. But I did receive the text back and sent an email and someone to call me back that was able to help me. I guess this is the way of the future where companies screen out calls, and really try to decrease the work staff. But they did a good job in this instance. My experience was inspire a specifically has been brief. I had earlier experience with millennium trust and I think they were acquired by inspira. Anyhow, I just feel that the fees are a bit high for the service that you get. My other self-directed IRA company provides lots of CE and networking opportunities and there’s other value that’s added for the annual fee which is actually lower thanthis. So I’m moving my investments over.

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MICHAEL MITCHELL
GB

Easy to use platform Easy to use platform, processed my request quick. All guide lines and options were explained in detail. I think anyone using mobile platform would be able to conduct business, or check status of accounts with out confusion.

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Dead hedge
GB

Tried to keep my money My employer rolled over my 401k to Inspira. I sent a request to Inspira to rollover my funds to my existing IRA. No response. I called them and their phone tree message said "Due to our exciting new re-brand, your call response time will be delayed". After 20 minutes on hold, I hung up. My financial advisor had to help me get my funds rolled over since Inspira wasn't helping

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JOSE MARAVILLA
GB

Efficiency It was quick, clear, and very concise. Any questions I had Denise was able to help me out and put my mind at ease. I called in the whole thing probably lasted around 30 minutes in total and we were able to get everything started that day.

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