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

Renee - NC - United States 20 Jul 2017

Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.

5 Stars

Ivan 26 May 2017

Extremely helpful representatives. I had difficultly setting up a trust checking account at my bank. BF rep. assisted my banker by connecting him with an associate banker (from east coast branch) experienced with setting up such accounts. The associate banker walked my banker through the setup process which created a smooth experience for me. Thanks BF for your high standards of professionalism and care.

Ivan Campbell

5 Stars

Susan 12 May 2017

was positive. however, my credit card company change my card so you were unable to bill. will send the 2nd payment this week.

5 Stars

Tim 17 Jan 2017

no issues so far, very responsive, informative and friendly

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