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

Jason 31 Aug 2017

Jeff was great at explaining the process and everything has gone smoothly so far.

5 Stars

Jerry - FL - United States 29 Aug 2017

Very straightforward documentation for account set up. Great company with great service!

5 Stars

Paul 28 Aug 2017


5 Stars

Dionelia - 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.

5 Stars

Phil - 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.

5 Stars

Katie - CA - United States 24 Jan 2017

So far so good!

5 Stars

Ronny - NY - United States 3 Jan 2017

So far, it has gone perfectly smooth. As someone who know how messy things can get, I am very appreciative when a company has such great systems and processes that they make a difficult process seam easy.
Thank you!

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