Broad Financial Reviews

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918 Verified Customer Reviews

918 Customer Ratings and Reviews

Shopper Approved collects trusted reviews from customers who have made a verified purchase.

4.8

Overall Star
Rating

5 Shopper Approved - Review Star
780
(85%)
4 Shopper Approved - Review Star
114
(12.4%)
3 Shopper Approved - Review Star
19
(2.1%)
2 Shopper Approved - Review Star
3
(0.3%)
1 Shopper Approved - Review Star
2
(0.2%)

Customer Service
4.8
5 Shopper Approved - Review Star
500
4 Shopper Approved - Review Star
85
3 Shopper Approved - Review Star
20
2 Shopper Approved - Review Star
3
1 Shopper Approved - Review Star
4

6 years collecting reviews
Filter
D
David R.
1 day ago , NJ

Noah was patient, professional, knowledgeable and very generous with his time to explain the plans, features and options. A pleasure to do business with.

Customer Service
5/5

N
Nick B.
2 days ago , GA

The customer service was smart and professional.

Customer Service
5/5

T
Tami H.
4 days ago , CA

Noah was responsive on a holiday weekend. I didn't expect that. He went above and beyond. Plus he gave me a discount to help out.

Customer Service
5/5

D
David Y.
1 week ago , HI

I had been going back and forth between ITrust and Broad over a year ago. Noah Grodko spent a lot of time with me and answered all of my questions, pointing out what sets them apart from other companies, and addressed my concerns. Ultimately though, I went with ITrust. Fast forward to today. I live in Hawaii and ITrust is terminating it's Hawaii accounts. They gave us a short timeline to find another IRA Financial institution to transfer my crypto funds into. I forgot Noah's name (getting old) but got ahold of Moe Deutsch who took my call and graciously answered all of my questions. He then passed me back on to Noah, since he had worked with me previously. I have the utmost respect and confidence in Noah and Moe added an additional positive piece to add to my overall Broad Financial due diligence and onboarding experience.

Customer Service
5/5

R
Raju Y.
2 weeks ago , TX

Good

Customer Service
5/5

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