Broad Financial

You were prompt in providing me with the documents I needed to open the trust account.

I am very pleased with the service I received. Thank you for all of your help!

I have had a 401K Solo Trust for a number of years. BF has always provided great service.

The support staff is always friendly and knowledgeable. Always have an answer to my questions.

Broad Financial team helpful and the work output was exactly what I needed and required.

To date Broad Financial has done everything promised. My experience has thus far been pleasant.

I found Avi Kaufman to be professional, and a very helpful guide and resource.

Mark Weissman Was extremely knowledgeable and helpful and helping me leverage my investment plan.

Still can't believe this is true. It was so easy. Thank you so much.

So far so good. Setting up my bank account. The people are very helpful.

Very easy to work with, always available during setup process. I am very pleased.

Very knowledgeable. Flexible with us in phone meeting with my son as well.

Support and customer service at Broad Financial is great. Always helpful and courteous.

Great service and gave me information that saved me money in setting up my self directed IRA.

They help you every step of the way. The process was made easy.

I am very satisfied with their service and product. I will recommend them.

Turn around time was very quick. Customer service was great as well.

All business directives were handled expeditiously. Needs were met and success ensued!

Professional and courteous service. Timely and helpful assistance throughout the whole process.

Happy to deal with people that I can actually talk to and get answers to my questions.