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Broad Financial Reviews Summary
Broad Financial has a rating of 4.3 stars from 831 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention and customer service. Broad Financial ranks 4th among Personal Finance sites.
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Friendly and responsive to questions
My experience needed to be expedited and was handled immediately.
It was a great experience all around!
Information was clearly presented. Organizational binder of trust documents and steps to follow was well laid out and informative. All seems to be in order, and I look forward to a long term partnership with Broad Financial.
I called with a question for Jeff as I was preparing to complete my binder before heading to my bank to open my account but was directed to another guy. Although he answered my question, I felt as though I was inconveniencing him. I know everyone has a bad day but I felt he was not enthusiastic as Jeff had been with me. Other than that Everything has gone as promised. Any questions my bank had for me was answered by my supplied folder. I went to transfer money from my IRA at my broker and was met with still more questions in which the supplied form supplied. He wasn't exactly happy with me but that was his problem. All in all a very painless transition. Looking forward to controlling my own growth thanks to Broad Financial!
The system is too slow. Although the binder was sent via FedEx it took 7-days to arrive. It takes 10-days to process wire transaction?
I had heard from friends about the complexity of setting up a self-directed IRA. Broad Financial does almost all the work quickly and at a reasonable cost. I'm very pleased with the service so far.
Very straight forward and professional assistance with a very complex and technical topic.
Very happy with the service as it has enabled me to align my investments (real estate) with my financial goals (monthly income and balance left for my wife and children).
Very impressive performance, thanks
Quick and easy. Strong customer relations service.
Great folks to work with. Took care of all our needs and questions!
Appreciate the quick response time and prompt service!
Questions were answered directly and completely. Process was much easier than I anticipated.
Thanks,
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- SmartCustomer’s sole mission is to increase online transparency for buyers and businesses
- SmartCustomer has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members