Broad FinancialReviews 831

We started with Seth, when we were considering a Self Directed IRA. After further discussion, Seth steered us to Avi, who put us in a Solo IRA.

We were happy with both. They are competent, knowledgeable, and most importantly, patient.

Your people were very straightforward and professional. All my questions were answered and details were handled when I called. Everything went smoothly. Thanks very much.

I've yet to receive my 401K proceeds from Merrill Lynch, so I can not confirm that everything will be 100% as yet, but I was impressed with the package I received from BF and will contact you if there are any questions or problems.

I had no idea what I was doing when I was looking for information on a self directed IRA and Jay gave me great advice. I feel like I'm in good hands.

VERY EASY TO WORK WITH, NO HIGH PERSURE. HAPPY I FOUND THEM.

So far so good.
It would be better to have the documents printed on both sides of the sheets to save paper and space.
Then we would not need such a big binder.

They changed the name to my preference on the fly. Amazing

Broad Financial team helpful and the work output was exactly what I needed and required.

The entire experience dealing with Broad Financial was exceptionally courteous and professional. The staff that spoke with were very knowledgeable and extremely helpful.
I was very nervous and concerned when attempting to open my self directed IRA...They made the whole experience seem so EASY! I would and have recommened Broad Financial to anyone.