Broad Financial Reviews
1,027 Verified Customer Reviews
1,027 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
07/27/2022 , CA
The setup of my Self-Directed IRA was quick and easy. Noah did a great job. Everything is well-documented in a binder and Broad Financial is available to help answer questions in the future. Great customer service. I highly recommend Broad Financial for your Self-Directed IRA needs.
07/20/2022 , TX
I had a few questions regarding setting up an IRA LLC. Noah promptly responded to all my questions to my satisfaction.
07/08/2022 , NY
Noah was great. Took the time to explain everything in detail and was available for multiple calls. The process was seamless.
07/01/2022 , IL
I lost 2 days because the original application timed out and I didn't realize it was timed out. Fortunately Noah followed up and got me back on track.
06/30/2022 , NJ
Extremely pleasant and helpful.
06/28/2022 , MN
Very fast call scheduling, and all my questions were answered by clearly knowledgeable support staff. Extremely straightforward process to get up and running. Highly recommended!
06/23/2022 , NV
I am very impressed on how quick Noah responded to my inquiries. He was also very helpful in our call. In general the process has been very smooth. All of the emails and instructions have been very clear, and have outlined step by step what needs to be done. I appreciate it.
06/09/2022 , CA
Everyone I have worked with at Broad Financial has been extremely helpful, responsive and able to answer all my questions. The process of setting up an account was seamless.
05/11/2022 , MN
Noah was vary knowledgeable and friendly. Thing we're wary to follow. Set up was easy.
04/29/2022 , LA
I opened another account with same sales representative because he is so helpful.
04/27/2022 , WY
I was thankful for Noah's assistance in getting this set- up.
04/09/2022 , TX
,Thank you so much Noah for your support . I setup meeting after meeting with Noah and asked many questions , Noah patiently answered everything and convinced me. Quick and solid support. Process was smooth..
04/06/2022 , GA
Very helpful. Responsive. Easy to connect with too!
04/05/2022 , MI
Broad Financial is very helpful in identifying what your needs are and they follow up promptly when asked questions.
03/15/2022 , CA
I love working with Broad Financial. They are always accessible to answer my questions and provide good advice.
03/14/2022 , OR
We have been working with Noah Grodko for a little over a year. It has taken us this long to finally move our money to a self directed IRA. He was SO patient, keeping in touch all year and keeping us in the loop. When we finally made the decision, Noah was there again, ready to answer our questions. We would highly recommend Broad Financial and Noah Grodko.
03/12/2022 , MD
Very good so far. Excellent service and responsiveness. Noah was wonderful too. Thank you all.
02/23/2022 , FL
Joel Galkin has provided excellent, timely responses (on many occasions) as part of Broad Financial's Customer Suppot team.
02/16/2022
The Broad experts were so helpful in terms of allowing me to achieve my investment goals!
02/16/2022 , SC
When I finally decided to open my account, I was very pleased with how well it went with frequent updates all of the way.
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