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 498

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Robert 17 Apr 2017

Very professional and helpful.

5 Stars

Phil - IL - United States 28 Feb 2017

I had heard from friends about the complexity of setting up a self-directed IRA. Broad Financial does almost all the work quickly and at a reasonable cost. I'm very pleased with the service so far.

5 Stars

Charles 26 Feb 2017

Very impressive performance, thanks

5 Stars

Alvin 14 Feb 2017

Appreciate the quick response time and prompt service!!

5 Stars

Timothy - TX - United States 7 Feb 2017

I found Avi Kaufman to be professional, and a very helpful guide and resource.

5 Stars

John 27 Oct 2016

First rate service
Fast and responsive

5 Stars

Elizabeth 3 Aug 2016

So far so good. Just got my binder last week for my Solo 401K and I still need to go through it. Everyone I have worked with to date is very professional!

5 Stars

Steven - CA - United States 16 Jun 2016

Jeff took care of me quickly and efficiently. Great experience!

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