Broad Financial

I had to set up a brokerage account under my SDIRA LLC name, which no one besides B.F. Knew how to do. Alex walked me through every step of the process, and was available by phone and email to answer questions and even review forms to make sure I had them filled out right. Outstanding customer service!

Broad financial is excellent! They are responsive and answer questions in detail. I am very pleased working with them year after year.

I just want to say Joel Galkin has done a superb job in handling everything needed to complete any tasks for Halo Dog LLC. I will be closing my LLC in 2024 and I want Joel to complete any items to make that happen!

Joel answered it quickly and sent me to resources to calculate. Also explained the form to use to report it to IRS.

I highly recommend this company. Every time I had a question they were really quick to respond. They are extremely knowledgeable. Why deal with the shifty stock market when you can invest in directly in real estate and or private real estate lending.

Although it took a day for someone to call me back, my questions were answered and the customer service representative was knowledgeable and friendly. This is a great product!

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

My experience with Broad Financial, Madison Trust and Solera Bank has been exceptional. I have a Roth and Traditional IRA with iTrust Capital which has been good, but limiting. Broad Financial provided the process and directions on how to do this correctly. All the agents I worked with at all three organizations were knowledgeable and timely in their help. It does take time and there are fees to consider, but anyone wanting to self direct their IRA should use this process.

I called to ask a simple question? Their system told me everyone was busy and they would call me back when they were free. Joel called me back but I was busy when he called me so he went to voicemail. He left his name and extension in his message. I called him back when I was done and he answered. We talked for maybe two minutes and he helped me understand what I was questioning. I wish all customer service was this easy!

I called with some pretty technical questions about my two self-directed accounts at Broad Financial. The person who helped me was very knowledgable. All my questions were answered AND I learned some valuable additional information too. They are a great resource!

Response promptly - the designed or whoever the representative you reached always answers your questions in their best experience.

I lost all my life savings, this company are clearly not who they portray themselves to be, I lost everything I have ever hand and they kept giving me excuses telling me that they don't know how they lost my money, thanks to FIORDINTEL look them up on google they are the one who came for me and got back my losses

I transitioned some of my retirement assets to a Self Directed IRA with Broad Financial because I wanted to invest in local real estate. Broad has been great to work with over several years. The initial establishment of my SDIRA was done efficiently and I have been able manage it myself, follow the IRS guidelines, adhere to reporting requirements, and increase the value of my investments. Broad has been there all along for any questions I have had along the way. They are extremely responsive when I reach out to them. The service fees are very reasonable given the value they provide. I happily recommend Broad if you are considering a SDIRA.

Always easy and productive working w Joel Galkin and his crew at Broad Financial. They make it very easy to comply w government requirements for a Solo 401-K. A good company to deal with; honest and detail oriented. AAA RATING

Excellent. Every interaction I had with your staff was professional and courteous

I like the fact Broad financial writes everything in detail on their website. If you have never been into investments, then I guess it's not a big deal with such a website and customer support. Moreover, you can pass a special quiz to choose the best plan for your needs.
I like there are no asset based fees, traditional and roth IRAs are available on every of presented plans with checkbook control + transactions are completely free. You can even choose the bank which you wish. There are tons of pluses of using services of Broad financials. Don't hesitate, start building your future with these guys!

We were new to understanding Solo 401k, Broad Financial walked us through it with us and helped us every step of the way.

Jeff, Joel, and the entire staff over at Broad Financial have been very informative, insightful, and attentive. Making this move to a self-directed IRA with checkbook control is one of the best things I could have done to take control of my financial future. There is a learning curve, but as with anything, the amount of time you put into it is what you get out of it and it's WORTH IT! This self-directed IRA has put control of my investments back into my hands. Now I'm able to TRULY diversify into other asset classes without the limitation presented by traditional 401K's. I'm excited to reap the rewards of my new financial freedom!

The process of setting up a self-directing IRA can be very overwhelming. Broad's forte is the ease in how they guide the customer through the process of incorporating, setting up trust, transferring funds to LLC account and banking instructions. By the way, my wife and I now both have SDIRA accounts through Broad Financial. And your support team is equally impressive. Great job!

Joel Galkin was very knowledgeable regarding my situation. I actually called him twice to get more information and he answered both times. Extremely helpful

Excellent customer service over the phone.
I highly recommend Broad Financial for your 401k needs.

Broadfinancial handed my case to madison trust, where the lady was obviously extremly incompetent and gave wrong information. Finally her supervisor brought things into flow again, but have not recieved any excuse or personal message from broadfinancial. This type of questionars are extremly convenient and helpful for the type of bussines like walmart or even samsung, where a massproduct is exchanged and not where a few hundredtousand dollars are at stake. I would expect a little bit more of a personal touch from a boutique firm like broad or madison and hope to get that in the future! Thank you!

A partner and I set up our individual Solo 401K Trusts and a sub-LLC to handle real property investing business, and the process is mostly painless. Whenever we encountered problems and needed customer service assistance, the help is prompt helpful. We still have some problems setting bank accounts for the trusts and the LLC, but it seems out of the control of the Broad Financial team. We are mostly satisfied with our experience. -Ed

We are still new to self directed IRA's and Joel has been indispensable in our early success, kudos!