Broad FinancialReviews 831

In general everything was prepared and completed as discussed. I am satisfied. Staff responded to multiple questions before I chose Broad Financial and after setting up the account in a timely manner and answered all my questions satisfactorily. However, I would not recommend anyone to pay all the expediting fees as I don't feel the extra fees actually helped my processing move significantly faster. I accepted and paid for an account on 2/17 and received final IRA-LLC funding and information on 3/9. My money was in cash so transfers from my side were quick. Several months ago I set another self directed IRA and everything was completed in half the time. I would not be afraid to recommend Broad financial to others as long as they were not in a hurry.

Signing up for an Ultimate Self Directed IRA that could handle real estate and gold transactions with a checkbook was easy and straightforward with Broad Financial. Going through the process with Madison Trust to setup the Custodian and rollover the funds from my IRA at another company required me to call the old IRA company. Then to open up the checkbook account at TD Ameritrade was not easy at all. The Broad Financial site had the links to the correct forms to open an account with TDA, but there is no clue to what should be put on the forms for an IRA LLC. There needs to be examples given of what to put on the forms and which boxes to check. I called BF for help, but waited for 4 hours and called TDA to see what they wanted on the forms, which took nearly an hour on the phone. I now have the TDA account funded and the whole process took around two months. I'm still waiting for the checkbook, but that's a TDA issue. Broad did return my call the next day.