Broad Financial Reviews
992 Verified Customer Reviews
992 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
6 days ago , TN
I opened my Self-Directed Roth 401k with Joel at Broad Financial more than seven years ago, after talking with Joel a couple of times and getting comfortable with the account details. They did a great job getting me set up with detailed instructions to make everything proper. Since then, I've been able to invest in stocks, crypto and real estate. The self-directed aspect of the account makes everything easy, and whenever I call for a quick question, Joel is able to provide simple and direct answers. I love Broad Financial, and would recommend them highly.
1 week ago , FL
Alex Pittler was absolutely AMAZING. The girl is a freaking walking encyclopedia. I came to her with 108 questions and she answered every single one of them. I could not recommend her enough.
2 weeks ago , CA
excellent-- set up account quickly and distributed funds as necessary
3 weeks ago , FL
As a sole proprietor I was looking for a self directed retirement option. Broad financial provided all the documents and compliance information to form a solo 401k. Broad financial continues to support and follow up with me to help navigate this process. process and
04/25/2023 , TX
Joel was knowledgable about my Solo 401-K and answered all o questions. Thank you.
04/20/2023 , PA
I called to request copies of important documents. The agent pulled my profile right away and knew the exact date the docs were emailed to me. I located the email immediately and the agent also offered to send them to me via email. Super helpful and professional.
04/20/2023 , VA
Excellent service. Very prompt with responses to questions. Highly recommend Broad Financial to anyone looking to establish a Self-Directed IRA.
04/20/2023 , TX
Agent was very knowledgeable and helpful. Took care of my issue in a timely fashion.
04/19/2023 , MA
Excellent organizational notebook for self-directed IRAs and terrific communication in response to questions or requests.
03/27/2023 , FL
I don't need additional support very often because the onboarding process was so very thorough. However, it is very comforting to know that if I have a question about something someone is available to answer it very quickly.
03/24/2023 , OH
Very pleased with the call I placed to Broad Financial for answers to a traditional to ROTH rollover. The automated phone system doesn't take forever to get to a live person - in fact it was extremely short. Only 2 steps and I was talking to a LIVE person who was very knowledgeable. I had my answers and was off the phone in less than 5 minutes.
03/21/2023 , CA
Very responsive and helpful customer service whenever questions are asked
03/20/2023 , CO
Broad Financial representatives are well-informed, knowledgable, and friendly. I set up my sef-directed 401K through Broad Financial and they have been more than helpful as questions have some up along the way.
03/20/2023
Very helpful and professional
03/15/2023 , UT
always there. very knowledgeable and professional.
03/14/2023 , CA
The process was smooth and all inquiries were addressed promptly. Very impressed by how smoothly everything was. They laid out all the steps to open my Grantor IRA which made it easy to complete.
03/14/2023 , FL
Joel was excellent!!!! Stopped me from making a mistake...greatly appreciated!!!
03/08/2023 , OH
Great experience. Joel was informative and professional.
02/24/2023
My questions regarding solo 401k conversion to Roth were answered.
02/14/2023 , NV
Joel Galkin has been very helpful successfully navigating the complexities of setting up and investing my self-directed IRA trust.
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