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
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Jeffrey - CA - United States 9 Aug 2017

Fast and easy process.

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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.

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Ralph - CT - United States 27 Jun 2017

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

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Monica - PA - United States 26 Jun 2017


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

Timothy - TX - United States 7 Feb 2017

I found Avi Kaufman to be professional, and a very helpful guide and resource.

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