Broad FinancialReviews 831

Broadfinancial handed my case to madison trust, where the lady was obviously extremly incompetent and gave wrong information. Finally her supervisor brought things into flow again, but have not recieved any excuse or personal message from broadfinancial. This type of questionars are extremly convenient and helpful for the type of bussines like walmart or even samsung, where a massproduct is exchanged and not where a few hundredtousand dollars are at stake. I would expect a little bit more of a personal touch from a boutique firm like broad or madison and hope to get that in the future! Thank you!

From the time I contacted Broad Financial, Jay was very knowledgeable and helped me with deciding on the right product for my business needs. Once that decision was made, the purchase was accomplished and the documentation was received in the mail in two business days. To my surprise, all the information I needed was in the binder along with little tabs on what I needed to sign and what I needed to tell the bank in order to get things rolling. An additional small packet was included to hand off to the bank for their records clearly marked as such and all other material also clearly marked along with instruction on how to use each section. Very impressive and professional!

Thanks Jay and all the Broad Financial Team for helping me set this up. Now my future is bright again.

So far I am very pleased with the support and information I've received from Broad Financial. Their process to was efficient, and easy to understand. This is a great option for someone who wants more control over their investments and for a small business owner such as myself. My only frustration is that some major banks don't accept this kind of Trust Account (not B of A, Chase, Citi) here in California. I just opened an account with Wells Fargo but they are not necessarily my favored ban