Broad Financial

Are in the process of opening up the "Trust Checking Acct" and so far all is good. The binder was extremely informative and leads us through step by step.

Overall very good. It would be beneficial to have the Adoption Agreement in a format the banks recognize. That would make opening a truct checking account a lot easier.

I forwarded the electronic Trust Paperwork document (PDF) to Ameritrade and I got a push back that ithe trust needed to notarized; No one at Broad mentioned this to me earlier; I will do this Monday, but I could have avoided the 3 days delay.
Response from BF: I'm sorry that you experienced the 3 day delay.

Everyone has been very professional in helping me to establish my solo 401k plan. It's been a great and very beneficial experience.
Thanks again to Avi and staff.

Excellent service, everyone is very very knowledgeable at broad financial and also patient with my bazillion questions I had. Jeff and Joel are great! Also, follow-up is fantastic.

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.

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.

I am just starting the process to set-up a checking account, and to fund that account, for my Solo 401K. It's a bit early to comment on the ease or completeness of the process.

I set up a solo 401k through Broadfinancial several years ago and am glad to say that I've always received knowledgeable support the few times I've had to call in with questions.

I spoke with Mark and he was very helpful and plesent to talk with. He provided great customer service and answers to all my questions in very professional manner.

I received very pertinent information about Coronavirus-related distribution in 2020! The rep sent the emails about the information we discussed immediately. I was very pleased. Thank you.

Very satisfied with the account manager and she is dilligently working on helping me get my transfer done, but it's not resolved yet. (other company's fault).

Everything was very smooth with Broad Financial. Not so smooth with Wells Fargo, however,we got it all worked out finally with the assistance of Broad's referral to a Wells Banker!

Noah was extremely knowledgeable and helpful when I discussed my desire to purchase investment property with funds from my traditional IRA. I highly suggest Noah and Broad Financial.

I had several detailed questions about the Self-Directed IRA and setting up the LLC. Joel was able to answer all of my questions and I was able to complete everything as required.

Thanks,

Robert

Thank you for the great advice and service. I look forward to continuing this great self investing track in my life with Broad Financial!

Everything going well, although more slowly than I would like, but I suppose that can't be helped given the complexity of what we are doing.

So far, they have been very quick and thorough at completing the tasks. Right now, I am just waiting to get my checks in order to move on from here.

Very professional and patient. Guided me through the path to opening a self directed IRA in a timely fashion. All has gone well.

Excellent support and customer service combined with knowledgeable staff and a high level of integrity. I feel fortunate to have found Broad Financial to help me set up my Self-Directed IRA LLC.