Broad Financial Reviews

I have no experience setting up LLC's and trusts. The setup seemed overwhelming at first. Thanks to Noah Grodko, I was able to get everything done in a few minutes. It was amazingly simple thanks to his help.

I've been shopping around and finding which custodial company I will join. I started March 2021 and I just sign in today. I talk to different companies but I choose Broad financial finally. I appreciate Noah my point of contact. No pressure. He explains to me the way it is. Sometimes I find him funny. I am very new to this retirement model but I like the way Noah told me that they are there to help and have team support. Hopefully I made the right decision and be successful in my retirement endeavor.

Overall good experience. The first rep that I talk to did not send me the information and did not respond to my emails so not sure what happened to him. But Noah did a great job in following up!

straightforward; exactly what is wanted.

Very Professional. Answered all my questions to my satisfaction. Prompt/On Time for telephone appointments.

Noah worked with me to help me set up an account. He was very helpful and attentive to my situation.
I could not be more pleased.

I am a new client of Broad Financial. Although my first experience with the organization was not extensive, it was very positive. The agent, who assisted me, was very knowledgeable and he took the time to ensure that I had a good understanding of the transactions...very professional.

My experience was great - I needed some paperwork help and Alex was right there every step of the way.

Setting up the self-directed IRA Trust account with checkwriting privileges is a complex process and Broad Financial was able to answer all of my detailed questions in a clear and timely manner.

Mr. Noah Grodko was very informative and helpful, he spent a lot of time explaining and walking me through each step in the application. making the process very easy.