Broad FinancialReviews 831

I would have been disappointed with the service had it not been for Jeff Astor providing a quick answer to a VERY important rollover question. I called the customer service line and was told only one person could answer my question and would be out for holiday until the middle of the following week. I emailed Jeff and he provided me the information I needed to proceed with getting my rollover initiated. Thank you, Jeff.

I acted without full understanding of my actions and associate helped me recover quickly and easily.

So far, everything is great. Working with another bank (our main bank is Chase) to open the checking account.

Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll

Very responsive and knowledgeable.

You were prompt in providing me with the documents I needed to open the trust account.

Very pleased thus far. I am in the process of establishing a trust checking account with Wells Fargo in New Jersey. Should any issues arise toward that end I may need your assistance with that endeavor. Thank you for your help establishing the Solo 401K.

Rgds,
William and Karen Robey

I think that for my type of account, a timeline with more specific events and who is actually responsible for each action would have been helpful. Also, possibly adding a single point of contact for questions would bge helpful to future customers.

Jeff and others I have contacted have been very friendly and courteous. All my requests etc. have been handled in a timely manner. Thus far, five-star service!

Very good customer service. All requests and questions promptly handled.