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.

Click Here to Visit Reviews

5 Stars

5 Overall Rating

Based on 471

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Clara - IL - United States 17 Mar 2017

My experience needed to be expedited and was handled immediately.
It was a great experience all around!

5 Stars

Walter - TX - United States 20 Feb 2017

Great folks to work with. Took care of all our needs and questions!

5 Stars

Timothy - TX - United States 7 Feb 2017

I found Avi Kaufman to be professional, and a very helpful guide and resource.

5 Stars

Steven - CA - United States 5 Aug 2016

I've enjoyed working with Jeff. He's been very patient with me, and extremely helpful. And, his follow-up is really good. All in all, a very positive experience.

© 2017 All rights reserved.
To learn more about Shopper Approved, Click Here
This Shopper Approved Customer Rating and Review Certificate was generated using independent survey information gathered by Shopper Approved, LLC © 2017