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 563

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5 Stars Average
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5 Stars

Renetta 24 Aug 2017


5 Stars

Scott - IA - United States 10 Apr 2017

Overall a very positive and seamless experience.

One glitch involved the transfer of funds from my IRA administrator that caused a one week delay. The form for the transfer provided a blank to enter the "approximate" amount of the funds to be transferred, presumably to allow for market fluctuations in the value of the account. My request was rejected by the IRA administrator because of a requirement that the account maintain a minimum balance. The initial response was to required Broad Financial to resend a request at a lower level to leave the minimum balance intact. Since I intended to close the account anyway the administrator made an exception and transferred the funds in the exact amount of my "approximate" estimate. I suggest the form be more clear so that the administrator understands the intent being to close the account or leave an account open with the balance transferred adjusted to maintain the minimum balance.

5 Stars

Michael - TX - United States 21 Mar 2017

The website is put together well with very helpful information. When I spoke with reps from abroad Financial directly, they were informed and professional. Overall, it was a simple process and a great tool for my retirement investing.

5 Stars

Douglas 20 Dec 2016

Broad Financial has provided wonderful support.

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