Broad FinancialReviews 831

So far so good.

Q.

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So far so good
Thank you, I know you do this every day so it seems easy to you. It is not easy to me and this made it very simple after much much research

The whole process has been very professional and surprisedly fast. No issues and almost ready to invest.

Still in the process of setting up my acct., but so far has been great. Mr. Astor easily helps with any questions and everything is fast and efficient.

I am very satisfied with their service and product. I will recommend them.

Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.

I did some research and pretty much knew what I wanted. Jay and the team at Broad did everything perfectly and without any delay.

Clear step by step process with excellent customer support

Happy to deal with people that I can actually talk to and get answers to my questions.

Overall it was a good experience. I guess I was maybe expecting a little more like some sort of one on one walk thought of the process in an online meeting or at least a video explaining the process for my specific plan I purchased. I had some issues setting up my trust with the bank I chose as I had sent the wrong set of plans to the bank.

Jay was excellent. Knew the product well and was transparent with his answers. BF helped me to open a 401k and keep me informed throughout the process. So far my experience has been exceptional.

Immediate, helpful experience

Great expeditious service. Very friendly and knowledgeable staff.

I called with a question and did receive a prompt callback. The binder contained many confusing dos and don'ts many of which were clarified by a phone call to the Broad Customer office. So far I've been very pleased with the help I've received.

Still can't believe this is true. It was so easy. Thank you so much.

Awesome experience! From someone with a technical background and no real hands on financial experience, I felt very comfortable with Broad Financial help guide me through the process. I am very pleased with the results. Thanks Jeff!