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

Sanville - NY - United States 16 Aug 2017

My experience with has being a great one.
Avi Kaufman had answer every questions I asked of him and his inputs were really appreciated.

My thanks to everyone at

5 Stars

Dionelia - NJ - United States 13 Apr 2017

Jeff, the Orders team, & Support team were ever knowledgeable & responsive in providing information & addressing issues. I'm happy so far & look forward to a lasting, educational experience w/ Broad Financial.

5 Stars

Michael - TX - United States 21 Mar 2017

The website is put together well with very helpful information. When I spoke with reps from abroad Financial directly, they were informed and professional. Overall, it was a simple process and a great tool for my retirement investing.

5 Stars

Walter 3 Feb 2017

Good info

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