Broad Financial

I had questions and I needed answers. I feel satisfied that my questions were answered in a courteous and professional manner.

I did not get a response from the online contact form. When I called I did get very good response.

Thanks

Jeff

They always answer your call and if they fail they will promptly call you back they never fail to answer your questions where anyone can understand

The information was self-explanatory and when I did contact Broad they were timely in their response

Awesome, they always are extremely helpful when I ask my "dumb" questions.
Thanks so very much.
Mike

Questions were answered directly and completely. Process was much easier than I anticipated.

Thanks,

Everybody with whom I've spoken has been knowledgeable, friendly and helpful. I could not be more pleased to this point.

Everything has been professional and quick. All the details spelled out. A great experience. Thank you!

Everyone has been very responsive and helpful thus far. Definitely a tier above the other companies I spoke with.

Broad Financial took the time to answer questions and explain everything. There was no pressure just assistance, a wonderful experience.

I had a very specific question while at the bank and got an answer from Broad Financial within minutes.

So far everything has been exactly as it was explained to me over the phone in my initial conversation.

The folks at Broad Financial are very knowledgeable and have helped us a ton with our needs! Thanks again to your team!

I would highly recommend Jeff Astor. He has been very helpful and delivered on his promises.you can't ask for much more than that.

Kyle

Professional, efficient, integrity, are all words to describe Broad Financial. Extremely helpful in guiding us through the process of a rollover.

So far every has been great. The representative who assisted me was extremely helpful and knowledgeable.

Always return messages in a timely manner if unavailable. Very pleased with their knowledge and service

I have had an excellent experience with them, they are always available to answer my questions and help me prepare for retirement!

Very generic updates on urgent requests to know if my accounts will be set up by the time I need them

Bad I was not informed that the form I had sent was dated too far out. I called to investigate why it hadn't processed yet.