Broad Financial Reviews
982 Verified Customer Reviews
982 Customer Ratings and Reviews
Shopper Approved collects trusted reviews from customers who have made a verified purchase.
4.8
Overall Star
Rating
5-star reviews
Today , OH
Very pleased with the call I placed to Broad Financial for answers to a traditional to ROTH rollover. The automated phone system doesn't take forever to get to a live person - in fact it was extremely short. Only 2 steps and I was talking to a LIVE person who was very knowledgeable. I had my answers and was off the phone in less than 5 minutes.
3 days ago , CA
Very responsive and helpful customer service whenever questions are asked
3 days ago , CO
Broad Financial representatives are well-informed, knowledgable, and friendly. I set up my sef-directed 401K through Broad Financial and they have been more than helpful as questions have some up along the way.
3 days ago
Very helpful and professional
1 week ago , UT
always there. very knowledgeable and professional.
1 week ago , CA
The process was smooth and all inquiries were addressed promptly. Very impressed by how smoothly everything was. They laid out all the steps to open my Grantor IRA which made it easy to complete.
1 week ago , FL
Joel was excellent!!!! Stopped me from making a mistake...greatly appreciated!!!
2 weeks ago , OH
Great experience. Joel was informative and professional.
1 month ago
My questions regarding solo 401k conversion to Roth were answered.
02/14/2023 , NV
Joel Galkin has been very helpful successfully navigating the complexities of setting up and investing my self-directed IRA trust.
02/13/2023 , NY
Everything went smooth with the IRA setup and transfer
02/09/2023 , OH
They were great and very helpful and efficient
Thx! Lance
02/09/2023 , MA
Got tired of seeing my IRA going in the wrong direction, felt I could do better with having control of my IRA myself. I reached out to Broad Financial, asked questions about their Self-Directed IRAs. In the short time I dealt with Broad Financial, I learned more and felt better with Broad Financial than the time I have been with my previous Financial Advisor.
02/02/2023 , CA
Alex was very patient, informative, helpful and professional.
01/12/2023 , FL
We've had our Solo 401k from Broad Financial for 6 years and it has worked out beautifully. Any time I've had question or needed direction, they have always been there to assist with great customer service. I would highly recommend using Broad Financial.
01/11/2023 , PA
Answer all questions quickly. Highly recomend!
01/05/2023 , NC
I researched a good number of companies before choosing Broad Financial for our self-directed retirement accounts. I have found them to be excellent for setup cost, ongoing fees and customer service. I frequently recommend them to others I know who want more control over their retirement accounts.
01/05/2023 , OR
This company is well organized and efficient. I love it that when I have a question I can call and not only does someone answer the phone but they have the answers I need. I have great confidence working with this company.
01/05/2023 , CA
Very responsive and easy to use
12/31/2022 , NY
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