Broad FinancialReviews 831

I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.

I am still in the early stages of setting up my Checkbook IRA and everything seems to be going along as I was told it would. I am very happy with the binder I received. It was very helpful to me. I like things organized and this binder is perfect. I am looking forward to setting up my LLC checking account and making a real estate investment.

Excellent documented process. Professional staff with prompt follow up. Process was easy and the execution was fast.

I would highly recommend Jeff Astor. He has been very helpful and delivered on his promises.you can't ask for much more than that.

Kyle

Very thankful that I discovered the plan that Broad Financial offers. I think it is the best news an independent person can get concerning the placement and direction of their personal retirement funds.

Jay has been great with keeping us on track.

I opened a business checking account but noticed that instructions said open a "regular" checking account. I was afraid I had opened a business account incorrectly. But when I called Broad Financial I was told that a business checking account for my LLC was ok. If this is not, correct please call me asap. Thank you. *******910) *******@sbcglobal.net

My first contact with Broad Financial was excellent. Things started to slack after I paid the fees. My excitement quickly turned to disappointment. When I called with questions I found them to be rude and uncaring. They promise to be there to answer all your questions and that's just not the case.

Broad Financial was an excellent resource in establishing our Self Directed Checkbook IRA! They answered many questions during the process on many different days and would call me back within minutes of my call. I cannot imagine a more competent and professional company. I would certainly do business with them again if the occasion presented itself.

Great experience and very helpful. Got our documents in the mail, set up our bank account very easily and already got funds transferred from one account and bought our first investment within the Solo 401k.