Broad Financial

Broad Financial was great to work with when setting my my Solo 401k. The terms were explained clearly and the documentation that was prepared on my behalf was exactly what was needed for me to open the various accounts, including bank and investment accounts. If one wants to open up a self directed IRA or Solo 401k, I definitely recommend Broad Financial.

I was very pleased. I called and talked to Avi, we talked and coresponded through email. He answered any and all of my questions. He was always quick to reply. I will definately recommend him.

Thank you,

Joanna Tarvin.

Broad Financial has enabled me to finally control MY money, not some mutualfund "manager" getting less than the S&P 500 average (usually) and ripping me off in management fees for that favor! Thank you so much Broad Finsncial!

I opened a business checking account but noticed that instructions said open a "regular" checking account. I was afraid I had opened a business account incorrectly. But when I called Broad Financial I was told that a business checking account for my LLC was ok. If this is not, correct please call me asap. Thank you. *******910) *******@sbcglobal.net

Broad Financial was very professional, very knowledgeable about IRS compliance and always available to answer questions. For me it worked wonderfully, I was able to turn $204K into over $700K in 4 years.

So far the process has gone smoothly, Broad made it clear how the process works and there have been no surprises or concerns. Communication responsiveness has been good with both Broad Financial and Madison trust. The process isn't complete yet, waiting for my IRA to transfer funds to the SDIRA. So far I'm happy with how things have progressed.

Overall, a good experience.

My initial conversation established some expectations that were not realized, however. Upon my inquiry, the response given in return seemed somewhat dismissive.

Overall, they have been able to answer my questions and provide the needed guidance. I am currently referring them to others that may be interested as well.

Our rep with Broad Financial was very informative and helpful. We had one thing in mind but he told us about another option that worked even better for our situation.

Was able to speak with a representative who answered my questions the first time I called. Very professional and made me feel appreciated as a customer.

The solo 401 k is a great vehicle, and Broad Financial has always been very responsive whenever I hav questions. I don't see why everybody doesn't do this?

Broad Financial has made my transactions smooth and professional. Communication has been excellent. I have benefited greatly from their expertise so far.

Extremely easy to work with. Knew their stuff backwards and forwards. Made my life so incredibly easy, especially as compared to other firms that offer these types of services.

Although it took a day for someone to call me back, my questions were answered and the customer service representative was knowledgeable and friendly. This is a great product!

I had heard from friends about the complexity of setting up a self-directed IRA. Broad Financial does almost all the work quickly and at a reasonable cost. I'm very pleased with the service so far.

Broad Financial's program has been a huge success for me. They made it easy and answered all my questions along the way. The process was quick and clean.

I honestly couldn't be happier with the customer service I received. My father recently passed away and I am in the middle of trying to shut down and amend accounts and the customer service was amazing- so helpful and patient with all of my questions. THANK YOU!

Every time I have a question, problem, or challenge, I have been able to get IMMEDIATE assistance and support from the folks at Broad.

If you're looking to setup your own self-directed IRA, I would recommend nobody else.