Broad FinancialReviews 831

They respond quickly to inquiries. It's a relief to have that kind of attention back from a financial company.

Mark was able to answer all my questions and get me the information I needed very quickly. Thanks for the great support!

I received very pertinent information about Coronavirus-related distribution in 2020! The rep sent the emails about the information we discussed immediately. I was very pleased. Thank you.

Joel was very factual and informative

I had a concern with opening an account with a financial institution and could not get around the instructions. Joel called me directly and sorted it all out while on the phone. Excellent service indeed. My account was set up within a few days and I did not even have mail anything. Thanks Joel!

Very easy to work with, always available during setup process. I am very pleased.

They were very helpful and professional. They answered all of my questions effectively and without the need to check with someone else.

Question about the CARE Act distribution or loan.

Very helpful and informative

I called Broad Financial for assistance with paying my annual fee. Unlike most other companies who have many phone prompts and extremely long wait times, I was able to connect to a person right away. Mark answered immediately and was able to assist me in just a few minutes, making the transaction easy and simple - the way it should be! He was knowledgeable, professional and friendly.

Joel has always been very helpful. He always answers my questions when I call with timely and courteous matter. He is knowledgeable.

I recently had a meeting with my CPA to review my paperwork with Broad. My CPA had some questions that were thoroughly addressed in a speaker phone conversation by my Broad Financial advisor, Mark. To date, my experience with Broad Financial has been excellent.

I've always received excellent customer service whenever I contact Broad Financial for assistance with my Solo 401k account. I would definitely recommend them to anyone looking to rollover their 401k money to a self directed account.

Every time we call we get the answers we need from a set of very knowledgeable staff. Our experience for the past 8 years has been great, and we have had a smooth process.

Joel was terrific! He was responsive, courteous and professional.

Got through to a knowledgeable and helpful agent on first try, within a minute. I've been with this company for over 5 years and that's always been my experience. Very impressed with this organization.

Good experienceonly!

Very helpful and knowledgable.

I set up a solo 401k through Broadfinancial several years ago and am glad to say that I've always received knowledgeable support the few times I've had to call in with questions.