Broad Financial

So far so Good... I will be contacting in the near future on what type of investments, LLC's affiliated with my 401K program I can work with... Thanks

I had a concern about my self directed IRA held by Fidelity being considered an investment account (and not an IRA) and I called and spoke to Mark who reassured me that all was well and it was considered a disregarded entity due to the fact that the LLC was owned by the IRA.

Excellent customer service whenever I have a question on my 401K solo! Always get a live person to talk to and they are extremely knowable about all areas of the 401K solo.

So far so good. Just got my binder last week for my Solo 401K and I still need to go through it. Everyone I have worked with to date is very professional!

I've enjoyed working with Jeff. He's been very patient with me, and extremely helpful. And, his follow-up is really good. All in all, a very positive experience.

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!

Easy. Jay is friendly and I feel like I can ask him anything. I like the Binder and I look forward to working with Broad Financial and taking control of my retirement funds!

Just need to be sure I have a complete understanding. Now that I have been confused by all the legal paperwork...Need to speak to Jay. Going to call in a bit...thanks... all been good so far.

They have an excellent approach to giving solutions to my problems. I now know how to set up my stock brokerage account as well as how to invest in real estate.

Your people were very straightforward and professional. All my questions were answered and details were handled when I called. Everything went smoothly. Thanks very much.

Too much information and very difficult for the average person to understand. In addition, I had no idea the amount of information you were going to send and that I have to read and understand

The note to the bank on setting up a trust account was very helpful. Until they read that note, they didn't think that they had the right kind of account available.

So far so good
Thank you, I know you do this every day so it seems easy to you. It is not easy to me and this made it very simple after much much research

They set me up with an LLC and EIN without any hassle. When I got a form to fill out from New York State about tax they emailed a pdf that explained clearly how to fill it out. I feel well cared for.

Excellent. Every interaction I had with your staff was professional and courteous

Customer support was very courteous and professional. My questions were fully answered in a timely manner. I would recommend Broad Financial to anyone.

Thorough and friendly communication at every step, including answering our many questions, has made this a very comfortable process working with Broad Financial.

In January 2016 I established a self directed IRA through Broad Financial. I found them to be efficient, professional and very helpful in answering questions.