Aug 29, 2025
A while back the bank Broad Financial had been recommending to maintain our self-directed IRAs discontinued that service line. Not Broad's fault nor was it really their responsibility to find clients a replacement. But Broad Financial not only found a replacement, they worked with the new bank to create a seamless experience opening a new account. Generally, setting up a new business account takes time and can be a hassle. But it took less than 10 minutes total to open a new account online as Broad Financial did the heavy lifting. You don't see this often. Stellar service from Broad Financial. Thank you!
