Broad FinancialReviews 831

They performed exactly as they said would when I was doing my due diligence on the checkbook IRA. Their connection to Madison Trust is a big plus as well.

Great customer service. Very attentive and willing totake time to answer all questions.

I found Broad Financial searching for a new IRA Custodian. I liked the idea of the Checkbook Control so I contacted them; after talking with them, asking a lot of questions, and reading reviews I felt they would be a good fit. Everyone I've been in contact with is professional, polite, and friendly.

Are in the process of opening up the "Trust Checking Acct" and so far all is good. The binder was extremely informative and leads us through step by step.

The process has been quick and easy.

The process was very smooth and timely. I did a lot of investigation on IRA LLCs and Trustee Holding companies, and this was by far the most effective for my needs.

I would highly recommend broad financial to anyone interested in taking control of their finances.

The concept of a self directed IRA was new to me and seemed intimidating. I searched online and found Broad Financial as the best fit for my needs and contacted them. They made the whole transaction clean, simple, and prompt. I would recommend to anyone wanting to look at retirement investment to get in touch with this firm. I was very satisfied.

Thank you for the guidance Avi.

Jeff Astor has been a great help throughout the process of setting up our account. He is knowledgable, personalble and professional.

So far so good