Broad FinancialReviews 827

The websites for broad, titan, and Madison were adequate to get everything up and going, but the web sites are pretty simplistic and could use some more advanced options. All in all it was a decent experience. The hardest part was getting Titan (the bank) up and going. With regards to Broad and the LLC creation, that was pretty painless.

Anne Kennedy has consistently provided me with knowledgeable responsiveness to questions regarding my dealings with Broad Financial. Always done promptly and with great consideration for me as a client. She has great soft skills and shows a thoughtfulness not often found in these days of automated "select from a menu " answering systems. 5 stars worthy every time I call.

Working with Broad Financial on my solo 401(k) has been a seamless experience. They hold your hand during the whole process and offer organized guides to all of the processes. I've called the customer service team a couple of times with questions and they've been very knowledgable and helpful. I highly recommend working with this company if you are interested in self-directed retirement accounts!

I want to buy a property with multiple members, Joe and his colleague solved my problem patiently and promptly.

The team is always responsive to ALL my questions, and I have a lot. They are great to work with and make you feel comfortable.

Joel's professional knowledge and customer service ethics are above reproach. He answered my Accountant's question expeditiously.

Thanks,

Mr. Dennis Watts
*******886

Broad Financial helped me through the process with ease. They are real experts, and they make things understandable for the client.

It was pleasure working with the staff at BF, it took about a week to get my retirement account company setup. I am informed of the progress along the way. It was a great experience.

I have spoken to Anne Kennedy several times over the last couple of years...she is absolutely the best.always professional, spot on with her responses and with a friendly voice. I understand things can get quite busy but I wanted to point out Anne's great work

We had a great experience working with the team at Broad Financial in helping us set up our LLC for our SDIRA. We'd highly recommend their services!

Both Anne and Jason have been great and I have learned a lot from them. Also the webinars have been very informative

In my most recent phone call in September of 2024, the staff was knowledgeable, professional, patient and answered my questions in just a few minutes. Their annual updates are very helpful as well and worth the cost.

The team was knowledgeable, efficient, and professional. The process was one of the best experiences I've had in a long time.

Moving money around from one institution to another in an IRA LLC is a complicated process for a financial novice like me. Anne provided the key answer that simplified the process.

Very knowledgeable and helpfull staff. Team is always available and provides good advice and insights. I had staff proactively reach out to me to ensure I understood the next steps in the onboarding process

My husband and I got lucky when looking for a way to roll over a sizeable 401k after my husband left his company after 28 years. From beginning to end, Broad Financial helped us to set up everything we needed to preserve and help us grow our money. Hands down, the best decision we could have made. It's not 'one and done' with them: they stay with you long after you've become a client.

Alex Pittler made sure I received the help I needed following up with me until the process was complete. Recommend to others who need LLC help.

Broad financial is excellent! They are responsive and answer questions in detail. I am very pleased working with them year after year.