Broad Financial

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.

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

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.

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.

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

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.

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

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.

I highly recommend this company. Every time I had a question they were really quick to respond. They are extremely knowledgeable. Why deal with the shifty stock market when you can invest in directly in real estate and or private real estate lending.

I had to set up a brokerage account under my SDIRA LLC name, which no one besides B.F. Knew how to do. Alex walked me through every step of the process, and was available by phone and email to answer questions and even review forms to make sure I had them filled out right. Outstanding customer service!

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

I called with some pretty technical questions about my two self-directed accounts at Broad Financial. The person who helped me was very knowledgable. All my questions were answered AND I learned some valuable additional information too. They are a great resource!

I just want to say Joel Galkin has done a superb job in handling everything needed to complete any tasks for Halo Dog LLC. I will be closing my LLC in 2024 and I want Joel to complete any items to make that happen!

I like Broad Financial Mark Weissman gets back to me very quickly.Sometime it's pretty confusing getting my account and solo 401(k) provider on the same page but I'm working on it. Learning experience