Customer Review

Here's what Richard had to say about

Richard | Submitted 22 Oct 2015

I have just moved my self directed IRA to Broad Financial and Madison Trust. My LLC has been established and as soon as my cash arrives I will open a checking account and put the money to work. So far, step by step, the people at Broad and Madison have been very helpful.

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5 Stars

4.7 Overall Rating

Based on 563

Customer Service

5 Stars Average
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Kevin - NV - United States 24 Jun 2017

Processed everything with absolute zero delays! Very very quick turnaround time.

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Robert - CO - United States 3 Jun 2017

Excellent product and extraordinary service. The banker even remarked how nice it was to finally see a company that has all the becessary paperwork created for them and put together in a bank package. Nice work!!

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Timothy - TX - United States 7 Feb 2017

I found Avi Kaufman to be professional, and a very helpful guide and resource.

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Robert - NV - United States 1 Feb 2017

I had several detailed questions about the Self-Directed IRA and setting up the LLC. Joel was able to answer all of my questions and I was able to complete everything as required.



5 Stars

Marcela 17 Jan 2017

The service is good and they answer all your question in a timely manner.

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