Broad Financial Reviews
1,014 Verified Customer Reviews
1,014 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
1 day ago
Professional, highly competent and great customer service!
6 days ago , TX
I wanted to express my appreciation for the help and guidance I have received from the entire team at Broad Financial. I have received some of the best customer support ever guiding me through creating the type of account I had no knowledge how to do. I highly recommend their services.
1 week ago
fast, correct, and pleasant. I could not ask for anything more.
4 weeks ago , TX
Succinct knowledgeable answers that clarified the issues for me even if my questions were vague and unclear to me in the first place.
10/16/2023
At every call I received the assistance needed by advisors who were extremely patient and answered all my questions.Every call was ended by the advisor telling me it were pleasure to be of assistance & not to hesitate to call whenever I had a question or required additional assistance.
09/27/2023 , TX
great service. quick and knowledgeable
09/27/2023 , NC
Several years ago I used Broad Financial to setup a self-directed IRA and was super happy with how easy they made it to properly setup and maintain the IRA. I'm now self-employed and was looking to setup a self-directed solo 401k. I was thrilled to see that Broad was able to setup this additional account for my businesses. This account was also easy to setup and they expertly directed me through the paperwork even highlighting potential pitfalls to avoid. I think their fees are reasonable for the value you get working with Broad. Customer service is also great. I usually call in with my questions and quickly get to an expert who can help. I strongly recommend Broad Financial!
09/25/2023 , TX
You all have been great have been their guiding me with any questions I've had. This has been a learning curve for me and you all have clarified all my questions. Thank you.
09/12/2023 , PA
All my questions were answered in a fast and courteous manner
08/30/2023 , NC
Joel Galkin gave me great consultation! these are stressful times for so many financially. Joel's help is bringing me peace of mind in managing my retirement assets.
08/03/2023 , NJ
Anne Kennedy service was second to none. No questions asked. Very satisfied. She closed my account.
Todd M Tersigni
07/18/2023 , GA
Broad was very helpful and took time to fully explain the process. They were always available for follow up questions. Highly recommend Broad.
07/12/2023 , IN
Alex was great!! Got done what I needed done in an expedited manner which helped us big time
07/03/2023 , FL
The information and instructions provided made the process for completion extremely easy.
06/28/2023 , CA
Working with Alex has been nothing short of amazing. Consistently delivers on her promises. The product knowledge that she displays is 11 out of 10. The "want" to make her client's life easier is so evident. I would recommend her and her company to anyone who's looking for their services. I look forward to continue to work with Alex.
06/21/2023 , GA
As I navigate how to use my funds to invest in alternative vehicles, Broad Financial has been extremely helpful in expanding my understanding of what is, and what is not, possible. They have provided guidance and information to allow me to make informed decisions.
06/20/2023 , TX
Anne was very patient, knowledgeable, and helpful.
06/15/2023 , CT
The information and presentation by the people I spoke with were excellent.
06/14/2023 , DE
My experience with Broad Financial has always been professional and helpful. I've recommended their service to family members who are interested in creating and managing Self-Directed IRA accounts.
06/14/2023 , FL
Great so far.I'll let you know more when it's finalized
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