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!
NC - United States
23 Aug 2017
A few mix ups, but resolved issues very quickly and remained very professional. The customer service personnel didn't put any blame on others for the issue, and took the initiative to promptly correct the issue. Indicative of an awesome subculture at Broad Financial. Two thumbs up.
HI - United States
14 Aug 2017
Excellent staff & courteous, knowledgeable service! Jeff Astor is the best as he took care of everything for me in an expedient, professional manner. Overall, top-notch organization providing us, the clients, with exceptional results. Highly recommended to others; which I will, to all my friends & contemoraries as well.
NJ - United States
11 Jul 2017
Clear step by step process with excellent customer support
10 Jul 2017
Happy to deal with people that I can actually talk to and get answers to my questions.
AZ - United States
23 Apr 2017
All my questions were answered.
The binder was very thorough, and easy to follow.
So far, i'm very happy with the product.
I need to diary for my required annual filing.
20 Apr 2017
Very through and fast. Jeff stayed in contact with me and kept me well informed. Thank you.
FL - United States
20 Mar 2017
Friendly and responsive to questions