Broad Financial Reviews

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1,015 Verified Customer Reviews

1,015 Customer Ratings and Reviews

Shopper Approved collects trusted reviews from customers who have made a verified purchase.

4.8

Overall Star
Rating

5 Shopper Approved - Review Star
875
(86.2%)
4 Shopper Approved - Review Star
116
(11.4%)
3 Shopper Approved - Review Star
19
(1.9%)
2 Shopper Approved - Review Star
3
(0.3%)
1 Shopper Approved - Review Star
2
(0.2%)

Customer Service
4.8
5 Shopper Approved - Review Star
577
4 Shopper Approved - Review Star
86
3 Shopper Approved - Review Star
20
2 Shopper Approved - Review Star
3
1 Shopper Approved - Review Star
4
SHOW DETAILS

5-star reviews
750+

5-star reviews

8 years collecting reviews
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R
Richard B.
2 days ago

Quick efficient and answered all concerns quickly
Made a name change to a solo 401


J
Jayna K.
5 days ago

Professional, highly competent and great customer service!

Customer Service
5/5

S
Scott S.
1 week ago , TX

I wanted to express my appreciation for the help and guidance I have received from the entire team at Broad Financial. I have received some of the best customer support ever guiding me through creating the type of account I had no knowledge how to do. I highly recommend their services.

Customer Service
5/5

A
Anonymous Customer
2 weeks ago

fast, correct, and pleasant. I could not ask for anything more.

Customer Service
5/5

T
Theresa P.
10/30/2023 , TX

Succinct knowledgeable answers that clarified the issues for me even if my questions were vague and unclear to me in the first place.

Customer Service
5/5

R
Robert
10/16/2023

At every call I received the assistance needed by advisors who were extremely patient and answered all my questions.Every call was ended by the advisor telling me it were pleasure to be of assistance & not to hesitate to call whenever I had a question or required additional assistance.

Customer Service
5/5

M
marty
09/27/2023 , TX

great service. quick and knowledgeable

Customer Service
5/5

M
Matt W.
09/27/2023 , 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!

Customer Service
5/5

S
SanJuana R.
09/25/2023 , 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.

Customer Service
5/5

M
Matt D.
09/12/2023 , PA

All my questions were answered in a fast and courteous manner

Customer Service
5/5

N
nick J.
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.

Customer Service
5/5

T
TM T.
08/03/2023 , NJ

Anne Kennedy service was second to none. No questions asked. Very satisfied. She closed my account.

Todd M Tersigni


W
WynR
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.

Customer Service
5/5

J
Joe H.
07/12/2023 , IN

Alex was great!! Got done what I needed done in an expedited manner which helped us big time

Customer Service
5/5

J
Jamse
07/03/2023 , FL

The information and instructions provided made the process for completion extremely easy.

Customer Service
5/5

E
Erik J.
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.

Customer Service
5/5

T
T H.
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.

Customer Service
5/5

W
William
06/20/2023 , TX

Anne was very patient, knowledgeable, and helpful.

Customer Service
5/5

D
Don
06/15/2023 , CT

The information and presentation by the people I spoke with were excellent.

Customer Service
5/5

A
Ash
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.

Customer Service
5/5

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