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 487

Customer Service

5 Stars Average
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5 Stars

Jacob - NY - United States 10 Oct 2016

They were very professional and efficient at executing what I needed done

5 Stars

Ronald - FL - United States 21 Jun 2016

Very fast and efficient

5 Stars

Frances - CA - United States 24 May 2016

Broad Financial was one of the few companies who could set up a Solo 401k. They made the process quick and easy, and provided all the documentation we needed for both set-up and maintenance. Their guide was exceptionally detailed and easy to use.

5 Stars

Patrick - NC - United States 11 May 2016

Everything was very smooth with Broad Financial. Not so smooth with Wells Fargo, however,we got it all worked out finally with the assistance of Broad's referral to a Wells Banker!

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