Broad FinancialReviews 831

Setting up the self-directed IRA was starightforward and I appreciated the way Broad guided me through the process. I would and have recommended Broad Financial to others in need of their services.

I love how you can speak to an actual person and get your questions answered quickly. They make it that much easier for me to manage my IRA and fill out documents that need to be completed quickly.

I emailed and received an immediate response. The rep was helpful.

Great working with you guys, I'm definitely going to share this with my friends. I like your program and your support team is great!

Everyone was great to work with. Great at assisting with the process of getting my account established and transferring assets.

A lot easier to set up than I had imagined. Broad Financial staff has been very helpful.

I needed help with some forms that I was not familiar with and the help I received from Broad Financial was extremely helpful.

Very informative and quite responsive

Broad Financial offers excellent products and great service. Through their self directed IRA, I was able to invest in several companies that I believe will have a great impact in our world. Without Broad Financial, I would not have been able to invest in these companies. I also appreciate the friendly customer service...always willing to answer questions!

Awesome, they always are extremely helpful when I ask my "dumb" questions.
Thanks so very much.
Mike

Noah at Broad Financial helped me set up a self directed IRA and did a fantastic job with it. He was able to answer all of my questions and had the account set up quickly. On going support has also been wonderful. I would highly recommend their services.

We set up new accounts this year and it was extremely easy. The support has been great as we navigate and learn about our self directed IRA accounts.

I have been very impressed with Broad Financial regarding their knowledgeable personnel, courteous personnel and two products to date. These retirement products have suited my needs perfectly.

Great service

The process of setting up a self-directing IRA can be very overwhelming. Broad's forte is the ease in how they guide the customer through the process of incorporating, setting up trust, transferring funds to LLC account and banking instructions. By the way, my wife and I now both have SDIRA accounts through Broad Financial. And your support team is equally impressive. Great job!

The Team at Broad financial was extremely helpful and made an intimidating process extremely simple. I would recommend Broad Financial anytime and to anyone. Call and check it out yourself! Truly a great Team

Broad Financial's program has been a huge success for me. They made it easy and answered all my questions along the way. The process was quick and clean.

Over all my experience was good & everything happened just as advertised. It would be better if I could do more on-line management of my Broad Financial/Madison Trust account. The IRS Form 5498 was very late arriving.

Hope to have no problems with irs when we have our taxes done. Everything went well with the transfer of our ira $ to our ira checking acct. Have bought a rental home with part of the ira funds and are hoping to add enough $ to add another soon.