Broad Financial Reviews

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1,027 Verified Customer Reviews

1,027 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
887
(86.4%)
4 Shopper Approved - Review Star
116
(11.3%)
3 Shopper Approved - Review Star
19
(1.9%)
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
588
4 Shopper Approved - Review Star
86
3 Shopper Approved - Review Star
20
2 Shopper Approved - Review Star
3
1 Shopper Approved - Review Star
4
SHOW DETAILS

5-star reviews
750+

5-star reviews

8 years collecting reviews
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S
Susan
10/22/2015 , AZ

Very god experience. Staff was polite, helpful and knowledgable.

Customer Service
5/5

C
Carol
10/22/2015 , MO

Quick response, great customer service. Answered all questions with quality follow through.


K
Kathe
10/22/2015 , CA

Very satisfied with the account manager and she is dilligently working on helping me get my transfer done, but it's not resolved yet. (other company's fault).

Customer Service
3/5

L
Lisa
10/22/2015 , VA

So far every has been great. The representative who assisted me was extremely helpful and knowledgeable.


L
Luis
10/22/2015

So far so good. Setting up my bank account. The people are very helpful.


Q
Qiuni
10/22/2015 , TX

Broad Financial makes the process of establishing a self-directed 401(k) fast and stress-free.

Customer Service
5/5

D
Dale
09/25/2015 , CO

Easy to reach and knowledgeable always.

Customer Service
5/5

L
Laurie
09/25/2015 , FL

Took over a day for someone to call me back regarding the type of account I was opening at my bank. Actually they didn't even call me back until I emailed a second time.

Customer Service
3/5

M
Mark
09/25/2015 , FL

Broad Financial took the time to answer questions and explain everything. There was no pressure just assistance, a wonderful experience.


D
Diana
09/23/2015

Once I can reach someone its great service, but its hard to get someone on the phone. Seems like business hrs are limited.

Customer Service
3/5

P
Pompeo
09/23/2015 , NC

Very pleased with the entire process!!


D
David
09/17/2015 , NJ

I would have been disappointed with the service had it not been for Jeff Astor providing a quick answer to a VERY important rollover question. I called the customer service line and was told only one person could answer my question and would be out for holiday until the middle of the following week. I emailed Jeff and he provided me the information I needed to proceed with getting my rollover initiated. Thank you, Jeff.

Customer Service
5/5

C
Chris
09/15/2015 , WA

I acted without full understanding of my actions and associate helped me recover quickly and easily.

Customer Service
5/5

J
James
09/15/2015 , CA

So far, everything is great. Working with another bank (our main bank is Chase) to open the checking account.


J
Joyce
09/14/2015

Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll


M
Mary
09/14/2015 , MN

Very responsive and knowledgeable.

Customer Service
5/5

G
Geoffrey
09/10/2015 , CA

You were prompt in providing me with the documents I needed to open the trust account.

Customer Service
5/5

W
William
09/08/2015 , NJ

Very pleased thus far. I am in the process of establishing a trust checking account with Wells Fargo in New Jersey. Should any issues arise toward that end I may need your assistance with that endeavor. Thank you for your help establishing the Solo 401K.

Rgds,
William and Karen Robey

Customer Service
4/5

J
John
09/07/2015 , CT

I think that for my type of account, a timeline with more specific events and who is actually responsible for each action would have been helpful. Also, possibly adding a single point of contact for questions would bge helpful to future customers.


D
Douglas
09/07/2015 , WA

Jeff and others I have contacted have been very friendly and courteous. All my requests etc. have been handled in a timely manner. Thus far, five-star service!!!!


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