Broad FinancialReviews 829

Thank you Joel for your assistance today with my questions regarding distribution and account update.
Your answers to my questions were helpful and appreciated. I look forward to my continuing relationship with Broad Financial.
Rgds, William Robey

Broad Financial is a pioneer in the area of self-directed IRAs and solo 401Ks. I feel privileged to have them at my finger tips to answer any questions I have related to investments. I consider opening my Roth IRA and solo 401K with Broad Financial one of the best proactive decision I made concerning my retirement.

Every time I have questions that need answered and/or clarified, I can count on the staff in Broad Financial for their best advise and services. I have really happy with them. They are always fast, professional and thorough.

Externally professional efficient and kind!
Mark is my go to guy.

Noah Grodko helped me set up a Roth LLC and I used it to buy property. His help was instrumental.

Mark has provided excellent support to me in the setup and administration of my solo 401k. He is knowledgeable and patient and I'm extremely happy with the overall service that he has provided.

Had a quick question as to a "Participant Loan". Joel answered it for me and explained the steps I needed to do as far as forms etc.

Joel was very helpful answering my questions about where to deposit the funds from the sale of a real estate property.

The support staff is always friendly and knowledgeable. Always have an answer to my questions.

I wanted to make a non-conventional investment, which was not possible through the banks and brokerage companies that handled my IRAs. Broad setup a self-directed IRA in the form of an LLC for me and i was able to achieve the desired result.

Getting things done with this company has been an incredible experience! Mark and Joel are extremely professional, knowledgeable, and attentive. I definitely received the guidance I was looking for; they provide unparalleled customer service. All employees are friendly and go above and beyond. I will definitely be using their services again in the future. Thanks for your help!

Requested Broad Financial to help the dissolution of our LLC enterprise from Texas State Registrar. Mark Weissman who coordinated the filing did an excellent job. Service was prompt and follow up actions were well coordinated and executed as and when required. Also we were well kept informed of the status during the process.

Knowledge along with saving money is so rare. You guys have both.

NEEDED TO KNOW HOW AND IF JOINT VENTURING WAS POSSIBLE. THIS WOULD INCLUDE MY IRA LLC AND EITHER MYSELF OR ANOTHER NON IRA LLC.
RECEIVED ANSWER WITH ALTERNATIVES CLEARLY AND INFORMATIVELY.

EASY WITH GREAT GUIDANCE.

THANK YOU!

Very helpful and easily accessible.

MARK WAS HELPFUL TO ME AND ANSWERED MY QUESTIONS. HE PUT MY MIND AT EASE KNOWONG MY ACCOUNT IS STILL IN GOOD STANDING ANDISBEING MAINTAINED BY PROFESSIONAL FOLKS LIKE HIM.

Joel was very supportive and provided answers quickly. Great team to work with.

Generally good experience. I would like notification if updates to my plan are not going to occur on the anniversary date.

They have always answered any questions I have had and have been a great help in setting up my self directed 401k