Customer Review

Here's what Carl had to say about

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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5 Stars

4.7 Overall Rating

Based on 563

Customer Service

5 Stars Average
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5 Stars

Lilia - MD - United States 23 Aug 2017

Broad Financial is really the leader in retirement plans. I have use their services in many different occasions through out the years, and never been disappointed. On the contrary Avi and his group are always eager to provide the best advice for the particular situation.

5 Stars

Kent 3 Jul 2017

Immediate, helpful experience

5 Stars

Ralph - CT - United States 27 Jun 2017

Still can't believe this is true. It was so easy. Thank you so much.

5 Stars

Deanna - UT - United States 26 Jun 2017

It's all good so far!

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