Customer Review

Here's what Richard had to say about

Richard | Submitted 22 Oct 2015

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.

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5 Stars

4.7 Overall Rating

Based on 563

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Paul 28 Aug 2017


5 Stars

Eve - MI - United States 26 Jul 2017

So far so good
Thank you, I know you do this every day so it seems easy to you. It is not easy to me and this made it very simple after much much research

5 Stars

Bipin - CA - United States 21 Jul 2017

I am very satisfied with their service and product. I will recommend them.

5 Stars

Bryan - OH - United States 23 May 2017

So far so good. Just a week or two into having my own Solo 401K, but so far things have gone smoothly setting up my trust checking account. Working now with my current IRA holder to transfer funds over to provide initial funding for Solo 401K trust checking account. Hope the good times continue rolling!! ;-)

5 Stars

Clara - IL - United States 17 Mar 2017

My experience needed to be expedited and was handled immediately.
It was a great experience all around!

5 Stars

Walter - TX - United States 20 Feb 2017

Great folks to work with. Took care of all our needs and questions!

5 Stars

Walter 3 Feb 2017

Good info

5 Stars

Douglas 20 Dec 2016

Broad Financial has provided wonderful support.

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