Broad FinancialReviews 831

Great

It's all good so far!

Processed everything with absolute zero delays! Very very quick turnaround time.

Wish I got an answer or a call back on a Friday afternoon trying to finalize some paperwork.

Difficulty reaching customer service by phone or in real time.

Very generic updates on urgent requests to know if my accounts will be set up by the time I need them

I did not get a response from the online contact form. When I called I did get very good response.

Thanks

Jeff

Very helpful and patient with this novice.

Excellent product and extraordinary service. The banker even remarked how nice it was to finally see a company that has all the becessary paperwork created for them and put together in a bank package. Nice work!

Process was great.

Great services

It as a very easy process

Extremely helpful representatives. I had difficultly setting up a trust checking account at my bank. BF rep. Assisted my banker by connecting him with an associate banker (from east coast branch) experienced with setting up such accounts. The associate banker walked my banker through the setup process which created a smooth experience for me. Thanks BF for your high standards of professionalism and care.

Ivan Campbell

Jeff has been great...

So far so good. Just a week or two into having my own Solo 401K, but so far things have gone smoothly setting up my trust checking account. Working now with my current IRA holder to transfer funds over to provide initial funding for Solo 401K trust checking account. Hope the good times continue rolling!;-)

All my questions were answered in a timely manner.

No concerns at this time

Na

Everything advertised has be true. Very happy.

Was positive. However, my credit card company change my card so you were unable to bill. Will send the 2nd payment this week.