1 day ago , CA
Alex was very patient, informative, helpful and professional.
3 weeks ago , FL
We've had our Solo 401k from Broad Financial for 6 years and it has worked out beautifully. Any time I've had question or needed direction, they have always been there to assist with great customer service. I would highly recommend using Broad Financial.
3 weeks ago , PA
Answer all questions quickly. Highly recomend!
4 weeks ago , NC
I researched a good number of companies before choosing Broad Financial for our self-directed retirement accounts. I have found them to be excellent for setup cost, ongoing fees and customer service. I frequently recommend them to others I know who want more control over their retirement accounts.
4 weeks ago , OR
This company is well organized and efficient. I love it that when I have a question I can call and not only does someone answer the phone but they have the answers I need. I have great confidence working with this company.
4 weeks ago , CA
Very responsive and easy to use
12/31/2022 , NY
12/22/2022 , CA
Fast courteous responses.
12/20/2022 , VA
Joel helped me to clarify method to transfer fund, so that I can invest in annuity. It is important to me, so I am glad it worked out. He is professional and knowledgeable.
12/17/2022 , CA
Noah was very knowledgeable and helpful
12/14/2022 , NY
Great advice. Had all the answers to my concerns.
12/14/2022 , PA
Very knowledgeable and helpful consultant.
12/13/2022 , MN
They returned my call within a 24 hour period. Joel was able to answer all of my questions and clarify my information very succinctly. Best customer service I have had in a long time.
12/07/2022 , CA
11/15/2022 , VA
Excellent customer service! A live person answered the phone right away and understood exactly what I was asking about and provided the follow up email with what I needed to resolve my issue immediately! Very pleased with all our dealings over the last several months with their willingness to help and the expertise and timely manner of addressing any questions or requests for additional assistance.
11/10/2022 , FL
Noah has been very responsive and incredibly helpful. Setting up a self-directed IRÁ is one of the best financial choices I have made.
11/04/2022 , TX
Noah was very informative and explained the IRA LLC in a very understandable way. Looking forward to working with him again!
Response was very prompt and complete.
10/31/2022 , MA
Noah was very helpful in providing information and follow up material as well to assist in my decision process
Very professional - no sales !
I highly recommend
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