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

Jeffrey - CA - United States 9 Aug 2017

Fast and easy process.

5 Stars

Bipin - CA - United States 21 Jul 2017

I am very satisfied with their service and product. I will recommend them.

5 Stars

Robert 29 May 2017

it as a very easy process

5 Stars

Kevin 10 Feb 2017

Questions were answered directly and completely. Process was much easier than I anticipated.


5 Stars

Marcela 17 Jan 2017

The service is good and they answer all your question in a timely manner.

5 Stars

Robert - VA - United States 2 Jan 2017

I had some complicated IRA issues and really thought I was hosed. It was nothing short of a miracle that I found Broad Financial. Avi Kaufman could not have been more professional, pleasant and knowledgeable in recommending the perfect product for me. My Solo 401k was up and running within five days. I can confidently recommend Avi and Broad. And, I'm not a shill.

5 Stars

Srinivas - IL - United States 29 Dec 2016

It has been a great end-to-end experience. Thanks for the insights and helping me realize what I have been missing all these years. I highly recommend this service to everyone that wants to control and secure they retirement.

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