Broad Financial

The process was very smooth and timely. I did a lot of investigation on IRA LLCs and Trustee Holding companies, and this was by far the most effective for my needs.

Noah,

Was helpful in helping me with my Solo 401k needs and provided the information and solutions we needed.

It was a pain free and speedy process. Took less than 24 hours to be up and running, with a minimum of paperwork.

Once I can reach someone its great service, but its hard to get someone on the phone. Seems like business hrs are limited.

We set up new accounts this year and it was extremely easy. The support has been great as we navigate and learn about our self directed IRA accounts.

I acted without full understanding of my actions and associate helped me recover quickly and easily.

They were very helpful and professional. They answered all of my questions effectively and without the need to check with someone else.

Joel has always been very helpful. He always answers my questions when I call with timely and courteous matter. He is knowledgeable.

The whole process has been very professional and surprisedly fast. No issues and almost ready to invest.

Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll

MARK WAS HELPFUL TO ME AND ANSWERED MY QUESTIONS. HE PUT MY MIND AT EASE KNOWONG MY ACCOUNT IS STILL IN GOOD STANDING ANDISBEING MAINTAINED BY PROFESSIONAL FOLKS LIKE HIM.

I have always had a pleasant experience dealing with my Broad Financial representatives getting my questions answered in a respectful way.

I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.

Everyone was great to work with. Great at assisting with the process of getting my account established and transferring assets.

Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.

Everyone has been quick, seamless, and helpful. Every call has been answered by someone who could help with my question.

Was positive. However, my credit card company change my card so you were unable to bill. Will send the 2nd payment this week.

Great working with you guys, I'm definitely going to share this with my friends. I like your program and your support team is great!

The system is too slow. Although the binder was sent via FedEx it took 7-days to arrive. It takes 10-days to process wire transaction?

Clear Concise answer to my question. Left a message and was called back by someone who knew the answer before he called me back