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

Customer Service

5 Stars Average
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5 Stars

Richard - PA - United States 4 Jul 2017

Jay was excellent. Knew the product well and was transparent with his answers. BF helped me to open a 401k and keep me informed throughout the process. So far my experience has been exceptional.

5 Stars

Kent 3 Jul 2017

Immediate, helpful experience

5 Stars

Randall - CA - United States 27 Feb 2017

Very straight forward and professional assistance with a very complex and technical topic.
Very happy with the service as it has enabled me to align my investments (real estate) with my financial goals (monthly income and balance left for my wife and children).

5 Stars

John - TX - United States 1 Dec 2016

Very helpful responses to my questions

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