Broad Financial Customer Review

Here's what Carl had to say about Broad Financial

Carl | AZ, United States | Submitted 26 Jan 2016

I was in a rush to set up a Self Directed IRA to fund a property I had made an offer on. Broad Financial helped me get everything in place in a very efficient manner. Every question I had was answered with easy to follow instructions and the response was always immediate. The binder I received at the end to complete the process was well organized and had all the information I needed to conduct business with my new SDIRA. Broad Financial made the process very simple and took much of the worry off my mind. I have recommended several of my Associates to Broad Financial and will continue to due so.

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Broad Financial Reviews

5 Stars

4.8 Overall Rating

Based on 669

Customer Service

5 Stars Average
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Other Customer Reviews for Broad Financial

5 Stars

Kent L. - MN - United States 20 Jul 2019

I purchased Broad Financial's Roth Solo 401K plan and was very pleased with the very quick turnaround and ease of setting up the plan and the cost effectiveness of the plan. I compared the offerings and pricing of several other companies, and Broad Financial was the most complete package, provided the information needed to set it up, and was the best value. I also did a Checkbook IRA with them several years ago that was also a great deal. Customer Service has been very helpful when I needed to call in with questions.

5 Stars

Gary E. - CA - United States 18 Jul 2019

Broad Financial provided the perfect solution for my Solo-K! I'm very pleased with my decision to work with them and I wouldn't change a thing. Thank you!

5 Stars

Anonymous C. - GA - United States 8 Jul 2019

Good service. Good price.

5 Stars

Betty - AZ - United States 2 Jul 2019

Because we are all so very busy we think a good service may be considered a rare treat! But......thanks to Broad Financial and the excellent service provided by Noah Grodko he is the benchmark for great customer service! Noah's attention to detail, great communication skills, guidance in understanding all the aspects of 'Self-Directed IRAs' I was able to make a decision to move forward with 'Broad Financial'. My intention is to use the self-directed IRA to purchase an investment property. Noah, I appreciate your consideration, guidance, help and your time. I will be recommending Broad Financial to my colleagues. Thank you again.

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