Customer Review

Here's what Paul had to say about

Paul | FL, United States | Submitted 1 Feb 2016

In January 2016 I established a self directed IRA through Broad Financial. I found them to be efficient , professional and very helpful in answering questions.

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5 Stars

4.7 Overall Rating

Based on 524

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Deanna - UT - United States 26 Jun 2017

It's all good so far!

5 Stars

Kevin 10 Feb 2017

Questions were answered directly and completely. Process was much easier than I anticipated.


5 Stars

Bruce - UT - United States 2 Feb 2017

Service, so far, has been excellent. Prompt responses, clear instructions, excellent follow up from them to keep the ball rolling.

The price is very reasonable.

5 Stars

Douglas 20 Dec 2016

Broad Financial has provided wonderful support.

5 Stars

Douglas - FL - United States 10 Nov 2016

They changed the name to my preference on the fly. Amazing

5 Stars

Lyndon - MS - United States 27 Oct 2016

The entire experience dealing with Broad Financial was exceptionally courteous and professional. The staff that spoke with were very knowledgeable and extremely helpful.
I was very nervous and concerned when attempting to open my self directed IRA...They made the whole experience seem so EASY! I would and have recommened Broad Financial to anyone.

5 Stars

Daniel - CA - United States 22 Sep 2016

I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.

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