Customer Review

Here's what Paul had to say about

Paul | FL, United States | Submitted 1 Feb 2016

In January 2016 I established a self directed IRA through Broad Financial. I found them to be efficient , professional and very helpful in answering questions.

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5 Stars

4.7 Overall Rating

Based on 563

Customer Service

5 Stars Average
Other Customer Reviews for

5 Stars

Henry - VA - United States 1 Sep 2017

Very efficient, friendly and professional. Setup of solo 401k was painless.

5 Stars

Roland 24 Aug 2017

Service was great.

5 Stars

Victor - FL - United States 28 Jun 2017

Great expeditious service. Very friendly and knowledgeable staff.

5 Stars

Susan 12 May 2017

was positive. however, my credit card company change my card so you were unable to bill. will send the 2nd payment this week.

5 Stars

Stephen - TX - United States 10 Apr 2017

Overall very good. It would be beneficial to have the Adoption Agreement in a format the banks recognize. That would make opening a truct checking account a lot easier.

5 Stars

Charles 26 Feb 2017

Very impressive performance, thanks

5 Stars

Bernard - NY - United States 26 Jan 2017

I have been very satisfied with BF's service to date!

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