Broad FinancialReviews 831

Easy setup and great service to answer any questions

I like Broad Financial Mark Weissman gets back to me very quickly.Sometime it's pretty confusing getting my account and solo 401(k) provider on the same page but I'm working on it. Learning experience

It was wonderful to deal with Broad Financial. Mr. Noah Grodko was wonderful during the whole process and afterward in answering all the questions. The only problem I had was with the bank they recommended which was a nightmare. Ultimately, I opened account with Wells Fargo and there was no problem thereafter.

It was very easy and straight forward to get things done. They know what they are doing

The folks at Broad Financial are very knowledgeable and have helped us a ton with our needs! Thanks again to your team!

I have a self-directed IRA with another company and wasn't happy with options and called out of the blue this morning. I happened to get Noah and felt so comfortable with his level of expertise, professionalism and knowledge... that I opened an account on the spot!

Broad Financial was very professional, very knowledgeable about IRS compliance and always available to answer questions. For me it worked wonderfully, I was able to turn $204K into over $700K in 4 years.

As a new client of Broad Financial, I have been very pleased with the level of customer service. The information package sent to us outlining instructions is extremely helpful. Any questions that I have had have been answered quickly. All in all, it has been a pleasant experience and I would recommend Broad Financial to anyone that wants to pursue a self directed IRA.

I spoke with Mark and he was very helpful and plesent to talk with. He provided great customer service and answers to all my questions in very professional manner.

Mark was great

Always quick response to my questions or concerns

Good service. Good price.

Clear Concise answer to my question. Left a message and was called back by someone who knew the answer before he called me back

Mark did a great job answering my questions about lending from my Solo 401(k)plan. Thanks Mark!

The rep I talked with today was cheerful and willing to put forth the effort to understand exactly my unique situation. Mark made the effort to give me options for future transactions allowed to do now so I will be prepared when I need to make a transaction. The only poor review I have is the quality of back ground noise. It was difficult hearing him because of the excessive noise in the background.

Overall, they have been able to answer my questions and provide the needed guidance. I am currently referring them to others that may be interested as well.

Thanks as always

I would recommend to others

Professional, pleasant, and knowledgeable, as always!

Very professional and timely in processing and support.