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

5 Overall Rating

Based on 455

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Jeffrey - OR - United States 24 Jan 2017

Jay has been great to work with in helping me get my account set-up, and answering all of my questions.

5 Stars

Mark 25 Nov 2016

Jay was great and this process was made easy

5 Stars

Kendra 9 Sep 2016

Jay has been great with keeping us on track.

5 Stars

Albert - NY - United States 26 May 2016

The complete process was handled in an efficient and professional manner. The materials were clear and concise leaving me with no questions. Returning documents was quick and easily done by US mail and E mail. I was impressed with the people who handled my process as they were all knowledgeable and had no hesitation in answering questions.

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