Broad FinancialReviews 831

Overall good transaction. No nonsense approach to getting things done, and doing it for a very fair price. Thanks folks. I sincerely appreciate all your efforts. I will recommend you to everyone I know who might need your services.

Very competent and responsive service. All of my questions were answered quickly.

I had some questions that I had emailed. I received a response that contained links to some articles and had to dig throw the links to find relevant information. It would have been much better to have my answers addressed directly in the email response.

Broadfinancial is knowledgeable about their service, and gave me great direction. They make the self directed 401K process seem effortless.

I needed to set up a self directed account very quickly in order to participate in an investment opportunity. Jay told me my situation was perfect for a Solo 401k. Broad Financial then set everything up for me in less than one business day. The service was beyond excellent!

After checking around, I found Broad Financial to be straightforward and easy to deal with. I am setting up my checking account now, and my Wells Fargo personal banker was impressed with the detail taken to ensure a smooth process!

Turn around time was very quick. Customer service was great as well.

Fast efficient professional service

The best team! 100% satisfied.

Every interaction with Broad Financial has been very pleasant and informative. All my questions have been answered. The process has been explained along the way. The obstacles that have come up have been handled. I am grateful for the professionalism of Broad Financial.