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

Jerry - FL - United States 29 Aug 2017

Very straightforward documentation for account set up. Great company with great service!

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

Robert - TX - United States 27 Jun 2017

I called with a question and did receive a prompt callback. The binder contained many confusing dos and don'ts many of which were clarified by a phone call to the Broad Customer office. So far I've been very pleased with the help I've received.

5 Stars

Ryan - FL - United States 20 Mar 2017

Friendly and responsive to questions

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