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 563

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Martin - TX - United States 3 Aug 2017


5 Stars

Peter - TX - United States 6 Jun 2017

Very helpful and patient with this novice.

5 Stars

Bryan - OH - United States 23 May 2017

So far so good. Just a week or two into having my own Solo 401K, but so far things have gone smoothly setting up my trust checking account. Working now with my current IRA holder to transfer funds over to provide initial funding for Solo 401K trust checking account. Hope the good times continue rolling!! ;-)

5 Stars

Thad - WI - United States 18 May 2017

Everything advertised has be true. Very happy.

5 Stars

Alvin 14 Feb 2017

Appreciate the quick response time and prompt service!!

5 Stars

Mark 25 Nov 2016

Jay was great and this process was made easy

5 Stars

Laura - FL - United States 23 Nov 2016

We started with Seth, when we were considering a Self Directed IRA. After further discussion, Seth steered us to Avi, who put us in a Solo IRA.

We were happy with both. They are competent, knowledgeable, and most importantly, patient.

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