Customer Review

Here's what Carl had to say about

Carl | AZ, United States | Submitted 26 Jan 2016

I was in a rush to set up a Self Directed IRA to fund a property I had made an offer on. Broad Financial helped me get everything in place in a very efficient manner. Every question I had was answered with easy to follow instructions and the response was always immediate. The binder I received at the end to complete the process was well organized and had all the information I needed to conduct business with my new SDIRA. Broad Financial made the process very simple and took much of the worry off my mind. I have recommended several of my Associates to Broad Financial and will continue to due so.

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5 Stars

4.7 Overall Rating

Based on 498

Customer Service

5 Stars Average
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5 Stars

Barbara - AZ - United States 23 Apr 2017

All my questions were answered.
The binder was very thorough, and easy to follow.
So far, i'm very happy with the product.
I need to diary for my required annual filing.

5 Stars

Roy - AZ - United States 24 Mar 2017

so far, so good...I am plodding along with the entire procedure, but will get it all done shortly..

5 Stars

William 30 Jan 2017

Jay did a great job for us!

5 Stars

Wesley - UT - United States 3 Aug 2016

So far so good

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