Broad Financial Reviews

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911 Verified Customer Reviews

911 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
773
(84.9%)
4 Shopper Approved - Review Star
114
(12.5%)
3 Shopper Approved - Review Star
19
(2.1%)
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
493
4 Shopper Approved - Review Star
85
3 Shopper Approved - Review Star
20
2 Shopper Approved - Review Star
3
1 Shopper Approved - Review Star
4

5 years collecting reviews
Filter
D
Douglas
05/13/2015 , TX

Everything going well, although more slowly than I would like, but I suppose that can't be helped given the complexity of what we are doing.

Customer Service
5/5

L
Laura
05/12/2015 , IN

So far, they have been very quick and thorough at completing the tasks. Right now, I am just waiting to get my checks in order to move on from here.


M
Michael
05/12/2015 , AZ

My bank (Wells Fargo) wanted me to thank the person(s) who set up the binder for the creating of the account. They said that it was very organized and it made her job much easier.


D
DeAnn
05/12/2015 , OK

Jay and Eva have been great at providing expertise when needed and have made the process very easy to follow. Highly recommend The Ultimate IRA for those who want to have more control over their investment portfolio.

Customer Service
5/5

J
James
05/04/2015 , FL

Everything worked out as outlined and I will be set to start investing when the LLC trading account is set up tomorrow.


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