8 Sep 2017
Broad Financial made the process for converting my IRA to real estate holding trust very easy, I wish I had done this years ago!
24 Aug 2017
25 May 2017
Jeff has been great...
NJ - United States
13 Apr 2017
Jeff, the Orders team, & Support team were ever knowledgeable & responsive in providing information & addressing issues. I'm happy so far & look forward to a lasting, educational experience w/ Broad Financial.
TX - United States
10 Apr 2017
Overall very good. It would be beneficial to have the Adoption Agreement in a format the banks recognize. That would make opening a truct checking account a lot easier.
IL - United States
28 Feb 2017
I had heard from friends about the complexity of setting up a self-directed IRA. Broad Financial does almost all the work quickly and at a reasonable cost. I'm very pleased with the service so far.
CA - United States
27 Feb 2017
Very straight forward and professional assistance with a very complex and technical topic.
Very happy with the service as it has enabled me to align my investments (real estate) with my financial goals (monthly income and balance left for my wife and children).