Broad Financial Customer Review

Here's what Richard had to say about Broad Financial

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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Broad Financial Reviews

5 Stars

4.8 Overall Rating

Based on 669

Customer Service

5 Stars Average
About Broad Financial
Other Customer Reviews for Broad Financial

5 Stars

D.HIGA - HI - United States 19 Jul 2019

When I first contacted Broad Financial about their self-directed IRA program, I was a little skeptical due to being in unfamiliar territory. However, our representative (Noah Grodko), did an awesome job in patiently explaining the benefits of their program and what it entailed. They took out the complexity of the program and made it so simple and easy. There were no hidden fees or unexpected additional charges. Within a few weeks, I had my LLC set-up and pension money transferred into my account with no problem. What people don't realize is that the "Operating Agreement" within the LLC must conform to IRS rules or it could lead you to problems down the road. I highly recommend the services of the Broad Financial team. You will not be disappointed.

5 Stars

TMD - WI - United States 19 Jul 2019

I find encouragement that each time I have called Broad Financial I have had capable, caring, knowledgeable, and courteous guides. My opportunities for prompt attention and availability of professionals to communicate with have continually been satisfying and reassuring.

5 Stars

Super S. 12 Jul 2019

Joel Galkin and Moe Deutsch are amazingly helpful.

5 Stars

Katie - MS - United States 12 Jul 2019

I emailed and received an immediate response. The rep was helpful.

5 Stars

Carol - NY - United States 10 Jul 2019

The Team at Broad financial was extremely helpful and made an intimidating process extremely simple. I would recommend Broad Financial anytime and to anyone. Call and check it out yourself! Truly a great Team

5 Stars

BC - CA - United States 10 Jul 2019

Excellent support and customer service combined with knowledgeable staff and a high level of integrity. I feel fortunate to have found Broad Financial to help me set up my Self-Directed IRA LLC.

5 Stars

Larkin F. - CA - United States 8 Jul 2019

Always quick response to my questions or concerns

5 Stars

Anthony B. - LA - United States 3 Jul 2019

I would recommend to others

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