Broad Financial Reviews

4.8 Overall Satisfaction Rating

Based on 899 Ratings

5
761 (84.6%)
4
114 (12.7%)
3
19 (2.1%)
2
3 (0.3%)
1
2 (0.2%)
750+ 5 stars in a row

Customer Service

4.7 Average

5
(484)
4
(85)
3
(20)
2
(3)
1
(4)

Shopper Approved actively collects reviews from actual verified customers, which helps more accurately reflect customer’s overall satisfaction with this company.

Broad Financial

A

Amy
1 week ago , FL

5.0
Overall Satisfaction Rating

I was very pleased that customer support reached out just after I emailed them and quickly updated me on the progress and answered my questions about setting up my Roth Self-directed LLC. Thank you.
CustomerService
5/5
W

Wade
2 weeks ago , UT

5.0
Overall Satisfaction Rating

Joel was very helpful in answering questions accurately and was willing to spend the time to make this an enjoyable experience.

Thanks!
CustomerService
5/5
P

Phillip P.
2 weeks ago , MI

5.0
Overall Satisfaction Rating

Excellent service
P

paul
3 weeks ago , OK

5.0
Overall Satisfaction Rating

Very professional and responsive.
CustomerService
5/5
M

MicroFirm
3 weeks ago , CO

5.0
Overall Satisfaction Rating

Competent people doing good work
CustomerService
5/5
A

Anthony A.
3 weeks ago , NJ

5.0
Overall Satisfaction Rating

Noah was great to work with!
J

James F.
4 weeks ago , CA

5.0
Overall Satisfaction Rating

They got back to me when they said they would and answered my questions.
Thank you
CustomerService
5/5
M

Mara M.
06/22/2021 , AZ

5.0
Overall Satisfaction Rating

Joel was very detailed in his answers to my questions.
CustomerService
5/5
A

Anonymous Customer
06/08/2021 , GA

5.0
Overall Satisfaction Rating

I can count on Broad Financial to answer my questions related to my Solo 401k which is really helpful to me!
CustomerService
5/5
W

Wade B.
06/04/2021 , OK

5.0
Overall Satisfaction Rating

Expert knowlegde. Great efficiency.
CustomerService
5/5
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