Broad Financial Reviews

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

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.

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.

Anne was very patient, knowledgeable, and helpful.

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

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.

Great so far.I'll let you know more when it's finalized

ALEX PITTLER WAS AN ABSOLUTE PRO TO WORK WITH.

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!

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.

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.

excellent-- set up account quickly and distributed funds as necessary

As a sole proprietor I was looking for a self directed retirement option. Broad financial provided all the documents and compliance information to form a solo 401k. Broad financial continues to support and follow up with me to help navigate this process. process and

Joel was knowledgable about my Solo 401-K and answered all o questions. Thank you.

I called to request copies of important documents. The agent pulled my profile right away and knew the exact date the docs were emailed to me. I located the email immediately and the agent also offered to send them to me via email. Super helpful and professional.