Broad FinancialReviews 831

Process moved along smoothly, my LLC is set up and the funds from my 401K are in my hands.

Well handled, good solutions.

I have just moved my self directed IRA to Broad Financial and Madison Trust. My LLC has been established and as soon as my cash arrives I will open a checking account and put the money to work. So far, step by step, the people at Broad and Madison have been very helpful.

Very god experience. Staff was polite, helpful and knowledgable.

Quick response, great customer service. Answered all questions with quality follow through.

Very satisfied with the account manager and she is dilligently working on helping me get my transfer done, but it's not resolved yet. (other company's fault).

So far every has been great. The representative who assisted me was extremely helpful and knowledgeable.

So far so good. Setting up my bank account. The people are very helpful.

Broad Financial makes the process of establishing a self-directed 401(k) fast and stress-free.

Easy to reach and knowledgeable always.

Took over a day for someone to call me back regarding the type of account I was opening at my bank. Actually they didn't even call me back until I emailed a second time.

Broad Financial took the time to answer questions and explain everything. There was no pressure just assistance, a wonderful experience.

Once I can reach someone its great service, but its hard to get someone on the phone. Seems like business hrs are limited.

Very pleased with the entire process!