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 498

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Timothy - FL - United States 22 May 2017

All my questions were answered in a timely manner.

5 Stars

Stephen - 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.

5 Stars

Chad B - TX - United States 30 Mar 2017

Professional, well-organized, efficient, and helpful. Thank you.

5 Stars

John 27 Oct 2016

First rate service
Fast and responsive

5 Stars

Stephen - WA - United States 13 Sep 2016

Very thankful that I discovered the plan that Broad Financial offers. I think it is the best news an independent person can get concerning the placement and direction of their personal retirement funds.

5 Stars

Matthew - OR - United States 17 Aug 2016

From the first conversation with Jeff Astor I felt like he represented Broad Financial professionally and efficiently and was very responsive when I contacted him with questions. Also the support staff was very, very efficient, to the point that I couldn't keep up efficiently with providing what I needed to. This is a rare and admirable quality in business today. Usually the customer has to keep pressing to get answers and to complete transactions and services in a timely manner, and a lot of times it isn't received well and the customer gets a lot of pre-scripted answers and responsed. In my experience with this process, embarrassingly I have been the one holding up the process in most cases. Thank you very much for your support, I look forward to having a long working relationship.

5 Stars

Bruce 29 Jul 2016

Jay was great and helped me through the process to set up my SDI.
Thank you!

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