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

5 Overall Rating

Based on 471

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Walter - TX - United States 20 Feb 2017

Great folks to work with. Took care of all our needs and questions!

5 Stars

Valerie - IL - United States 12 Jan 2017

Very fast services and the binder is very comprehensive with a lot of information about how to operate my Solo 401k

5 Stars

Jacqueline - FL - United States 14 Nov 2016

I had no idea what I was doing when I was looking for information on a self directed IRA and Jay gave me great advice. I feel like I'm in good hands.

5 Stars

Douglas - FL - United States 10 Nov 2016

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

5 Stars

Nikki - TX - United States 29 Sep 2016

Very professional and great customer service. I feel like I made the right choice by choosing Broad Financial.

5 Stars

Patrick - MN - United States 16 Sep 2016

Excellent documented process. Professional staff with prompt follow up. Process was easy and the execution was fast.

5 Stars

David - CA - United States 22 Apr 2016

The process was very smooth and timely. I did a lot of investigation on IRA LLCs and Trustee Holding companies, and this was by far the most effective for my needs.

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