Broad Financial Reviews
1,009 Verified Customer Reviews
1,009 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
4 days ago , TX
great service. quick and knowledgeable
4 days ago , NC
Several years ago I used Broad Financial to setup a self-directed IRA and was super happy with how easy they made it to properly setup and maintain the IRA. I'm now self-employed and was looking to setup a self-directed solo 401k. I was thrilled to see that Broad was able to setup this additional account for my businesses. This account was also easy to setup and they expertly directed me through the paperwork even highlighting potential pitfalls to avoid. I think their fees are reasonable for the value you get working with Broad. Customer service is also great. I usually call in with my questions and quickly get to an expert who can help. I strongly recommend Broad Financial!
6 days ago , TX
You all have been great have been their guiding me with any questions I've had. This has been a learning curve for me and you all have clarified all my questions. Thank you.
2 weeks ago , PA
All my questions were answered in a fast and courteous manner
08/30/2023 , NC
Joel Galkin gave me great consultation! these are stressful times for so many financially. Joel's help is bringing me peace of mind in managing my retirement assets.
08/03/2023 , NJ
Anne Kennedy service was second to none. No questions asked. Very satisfied. She closed my account.
Todd M Tersigni
07/18/2023 , GA
Broad was very helpful and took time to fully explain the process. They were always available for follow up questions. Highly recommend Broad.
07/12/2023 , IN
Alex was great!! Got done what I needed done in an expedited manner which helped us big time
07/03/2023 , FL
The information and instructions provided made the process for completion extremely easy.
06/28/2023 , CA
Working with Alex has been nothing short of amazing. Consistently delivers on her promises. The product knowledge that she displays is 11 out of 10. The "want" to make her client's life easier is so evident. I would recommend her and her company to anyone who's looking for their services. I look forward to continue to work with Alex.
06/21/2023 , GA
As I navigate how to use my funds to invest in alternative vehicles, Broad Financial has been extremely helpful in expanding my understanding of what is, and what is not, possible. They have provided guidance and information to allow me to make informed decisions.
06/20/2023 , TX
Anne was very patient, knowledgeable, and helpful.
06/15/2023 , CT
The information and presentation by the people I spoke with were excellent.
06/14/2023 , DE
My experience with Broad Financial has always been professional and helpful. I've recommended their service to family members who are interested in creating and managing Self-Directed IRA accounts.
06/14/2023 , FL
Great so far.I'll let you know more when it's finalized
06/13/2023 , NY
ALEX PITTLER WAS AN ABSOLUTE PRO TO WORK WITH.
06/07/2023 , CA
Everyone is very knowledgeable, professional and friendly!
Alex Pittlar expedited our request(s) within a matter of two days and answered all of our questions and concerns quickly, the entire experience was extremely easy which made for a very smooth transaction. I highly recommend this Company as well as their "sister" company; Madison Trust Co for all your Self Directed IRA needs!
05/31/2023 , TN
I opened my Self-Directed Roth 401k with Joel at Broad Financial more than seven years ago, after talking with Joel a couple of times and getting comfortable with the account details. They did a great job getting me set up with detailed instructions to make everything proper. Since then, I've been able to invest in stocks, crypto and real estate. The self-directed aspect of the account makes everything easy, and whenever I call for a quick question, Joel is able to provide simple and direct answers. I love Broad Financial, and would recommend them highly.
05/25/2023 , FL
Alex Pittler was absolutely AMAZING. The girl is a freaking walking encyclopedia. I came to her with 108 questions and she answered every single one of them. I could not recommend her enough.
05/17/2023 , CA
excellent-- set up account quickly and distributed funds as necessary
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