Broad Financial

Had a quick question as to a "Participant Loan". Joel answered it for me and explained the steps I needed to do as far as forms etc.

They respond quickly to inquiries. It's a relief to have that kind of attention back from a financial company.

So far, everything is great. Working with another bank (our main bank is Chase) to open the checking account.

Broad Financial helped me to quickly set up an IRA LLC. They were very knowledgeable and a pleasure to work with.

Mark Weissman has very nice personality, he is patient and knowledgeable and professional, 5 star rating is a must for Mark.

Best

Bruce

I had a question after receiving my binder, but felt I got the run around as I was transferred to another line to leave a message.

All of my dealings with BFS has been terrific. All of your staff has been very helpful and professional. Glad I found out about Broad, gb

Avi has been fantastic and patient with us as we learn about this option for our savings. Well done, he has been fantastic to work with.

The call was picked-up quickly with no hold time and the information given was clear and actionable.
What more could one want?

I wanted to take 2 401k and transfer them to a self directed IRA. Broad Financial made the process very easy by guiding me through the process.

Mark answered my questions and was easy to understand and referred me to the next person I needed for the next steps. Perfect.
Beth McQueen

All went very well. Jay Goldblatt's assistance with a Solo 401K was excellent. Jay and Eva, his assistant, were knowledgeable and professional.

They have always answered any questions I have had and have been a great help in setting up my self directed 401k

I needed to establish a checkbook investment account first so I called customer service to verify. Quick professional service.
Thanks,
Rich

I felt the idea was explained to me, enough over the phone, i jumped on it. Now i have to understand what i can and cannot do,

My experience needed to be expedited and was handled immediately.
It was a great experience all around!

I did some research and pretty much knew what I wanted. Jay and the team at Broad did everything perfectly and without any delay.

Excellent documented process. Professional staff with prompt follow up. Process was easy and the execution was fast.

I've been a high-maintenance customer. My calls are answered quickly and so are my questions! Thank y'all!

Broad Financial representatives have been knowledgeable and helpful and have responded in a timely manner.