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

5 Overall Rating

Based on 471

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Charles 26 Feb 2017

Very impressive performance, thanks

5 Stars

Marcela 17 Jan 2017

The service is good and they answer all your question in a timely manner.

5 Stars

Lyndon - MS - United States 27 Oct 2016

The entire experience dealing with Broad Financial was exceptionally courteous and professional. The staff that spoke with were very knowledgeable and extremely helpful.
I was very nervous and concerned when attempting to open my self directed IRA...They made the whole experience seem so EASY! I would and have recommened Broad Financial to anyone.

5 Stars

Jacob - NY - United States 10 Oct 2016

They were very professional and efficient at executing what I needed done

5 Stars

Elizabeth 22 Aug 2016

Everybody with whom I've spoken has been knowledgeable, friendly and helpful. I could not be more pleased to this point.

5 Stars

John 22 Aug 2016

Very informative binder. Very helpful, prompt service when I've called. So far, very pleased.

5 Stars

David - MA - United States 8 Aug 2016

Very attentive to my request, pleasant to deal with.

5 Stars

Donavon - WI - United States 9 Jun 2016

Excellent service. Thank you!

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