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
Other Customer Reviews for

5 Stars

Kimberly 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!

5 Stars

Joseph - CA - United States 31 Jul 2017


5 Stars

James - CA - United States 24 Jul 2017

Still in the process of setting up my acct., but so far has been great. Mr. Astor easily helps with any questions and everything is fast and efficient.

5 Stars

Robert 25 May 2017

Jeff has been great...

5 Stars

Barbara - 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.

5 Stars

Robert 17 Apr 2017

Very professional and helpful.

5 Stars

Allison - LA - United States 5 Apr 2017

Great follow-up on everything.

5 Stars

Alvin 14 Feb 2017

Appreciate the quick response time and prompt service!!

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