Broad FinancialReviews 831

Everything has been professional and quick. All the details spelled out. A great experience. Thank you!

Professional, efficient, integrity, are all words to describe Broad Financial. Extremely helpful in guiding us through the process of a rollover.

So far it has been good, very quick to respond.

The service I received was professional and great.

Avi was able to explain the differences between the different types of options I was looking into with clear and precise communication. I appreciated the time he took with me to make sure I chose the best option for my situation. THANK YOU AVI!

Good experience overall.

Jeff took the time to explain everything to me and made sure that I was comfortable with the answers provides. Great service, very attentive

Easy. Jay is friendly and I feel like I can ask him anything. I like the Binder and I look forward to working with Broad Financial and taking control of my retirement funds!

Very satified

I had funding questions...after reading over some of the specifics of the solo 401K...I now have question re: funding the trust account at the bank...I'm still wating for a call back or contact regarding this from Jay or Eva. I'm sure once I get those questions answered, my rating will be a 4 or 5 star.

Everyone has been very responsive and helpful thus far. Definitely a tier above the other companies I spoke with.