Overview
Broad Financial has a rating of 4.8 stars from 823 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention and customer service. Broad Financial ranks 4th among Personal Finance sites.
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.
Everything worked out as outlined and I will be set to start investing when the LLC trading account is set up tomorrow.
I am old. Need lots of handholding assistance, advice and guidance with computer processes and how to do processes.
Broad Financial setup an investment trust and Solo 401k for me and have been very quick and responsive.
When I was setting up my solo 401k plan I was able to call them and get the support I needed. Happy with the service.
Enjoyed working the Jeff Astor and the customer representative@ Broadfinancial. They made the process very easy.
I had no idea what I was doing when I was looking for information on a self directed IRA and Jay gave me great advice. I feel like I'm in good hands.
Professional, courteous and quick to answer my questions. Great follo-up. Highly recommend this company
Mr. Astor and Eva Ordentlich have been very responsive, and very helpful. They have worked very hard to help me with my Ultimate Roth IRA.
Jeff Astor has been a great help throughout the process of setting up our account. He is knowledgable, personalble and professional.
Broadfinancial is knowledgeable about their service, and gave me great direction. They make the self directed 401K process seem effortless.
Broad Financial made the process for converting my IRA to real estate holding trust very easy, I wish I had done this years ago!
Very well organized and simple instructions to complete the task needed to get your IRA checkbook up and running I highly recommend.
My contact, Avi, was a pleasure to work with. The material is well thought out and easy to use.
Wish I got an answer or a call back on a Friday afternoon trying to finalize some paperwork.
So far, so good...I am plodding along with the entire procedure, but will get it all done shortly..
One month!
One frustrating month. One disappointing result after another. I gave up hope of finding a better way.
In 2017, I started investing in cryptocurrencies. The money I used was my own. 50+ investments later I now feel comfortable to invest my retirement assets in the space too.
Nevertheless, the Bitcoin-IRA providers of the world made me feel dumb. They not only want you to pay outrageous transaction fees ranging from 6%-12%, but also want you to pay them an annual custody fee of %1 of your assets under management. They then try to convince you that it's a great deal. Yes, it's a great deal for them, not for you, the investor.
Cryptos can increase in value by thousands of a percent - turning a $100 investment into $30,000. Make ten $100 investments and you're paying custody fee of $10 today. Yet tomorrow, you could pay $3000. Ouch!
Even if you were to sell your crypto, you're still sitting with $300K in cash inside your retirement account that you still have to pay the annual custody fee for. If you're not close to retirement, and made no other winning investments, your $300K gets eaten away until it's gone.
Broad Financial makes you feel amazing. It doesn't insult your intelligence. It exercises simple common sense. It gives you the power to establish a trust that lets you not only take ownership of your retirement accounts, but also invest those accounts in whatever you'd like.
The only fee is a one time setup fee of <$1000 (legal work) and an annual maintenance fee of $149 / year. Paying ~$150 / year is a fair price for this awesome new superpower.
Thanks Noah Grodko, Joel Galkin, and the rest of the Broad Financial team!
It was very easy and straight forward to get things done. They know what they are doing
Reached out to change address and ask a question... Joel was very helpful and quick. Thank you
I needed help with some forms that I was not familiar with and the help I received from Broad Financial was extremely helpful.
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- Sitejabber’s sole mission is to increase online transparency for buyers and businesses
- Sitejabber has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members