Broad FinancialReviews 831

The information was self-explanatory and when I did contact Broad they were timely in their response

I wanted to take 2 401k and transfer them to a self directed IRA. Broad Financial made the process very easy by guiding me through the process.

Extremely easy to work with. Knew their stuff backwards and forwards. Made my life so incredibly easy, especially as compared to other firms that offer these types of services.

Broad Financial provided the perfect solution for my Solo-K! I'm very pleased with my decision to work with them and I wouldn't change a thing. Thank you!

The solo 401 k is a great vehicle, and Broad Financial has always been very responsive whenever I hav questions. I don't see why everybody doesn't do this?

Mark was very helpful

Tova answered my questions in a professional, courteous, satisfactory and friendly manner.

I called to confirm the status of a transaction (Prohibited or not). I was asked questions and given the go ahead with an explantion of why. Great customer service.

Thank you Joel always helps on my account questions and issues in very timely manner. I can be easily following the guidance to resolve the issues.

All of my self-directed IRA questions were answered completely by knowledgeable customer support.

They were prompt, cheerful, knowledgeable and helpful.

Good job

Great financial product. Im still learning the ins and outs but am pleased with it.

Customer support was very courteous and professional. My questions were fully answered in a timely manner. I would recommend Broad Financial to anyone.

Support and customer service at Broad Financial is great. Always helpful and courteous.

Mark answered my questions and was easy to understand and referred me to the next person I needed for the next steps. Perfect.
Beth McQueen

Very knowledgeable about a tricky subject and very helpful

Always responsive and willing to assist with questions or concerns

I actually researched self directed IRA for a couple of years before I committed as well as other groups offering similar services.I chose Broad and Madison Trust and found their support group great however in general the process is somewhat complicated regardless of who you do it with,it is just part of the rules and process. I think the take away is communication which was really great with these guys. Neil Sawyer

Joel Galkin and Moe Deutsch are amazingly helpful.