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

Daniel - CA - United States 6 Sep 2017

Very responsive and supportive.

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Paul 28 Aug 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

Ron - GA - United States 12 Jul 2017

I did some research and pretty much knew what I wanted. Jay and the team at Broad did everything perfectly and without any delay.

5 Stars

Vincent 19 May 2017


5 Stars

Charles 26 Feb 2017

Very impressive performance, thanks

5 Stars

John - TX - United States 1 Dec 2016

Very helpful responses to my questions

5 Stars

Mark 25 Nov 2016

Jay was great and this process was made easy

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