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.
Very through and fast. Jeff stayed in contact with me and kept me well informed. Thank you.
Very straightforward documentation for account set up. Great company with great service!
I am still waiting for check from group so I can open the new account for the self-directed IRA LLC.
Mark did a great job answering my questions about lending from my Solo 401(k)plan. Thanks Mark!
Processed everything with absolute zero delays! Very very quick turnaround time.
They changed the name to my preference on the fly. Amazing
So far, so good, but I'm still early in the process.
Very informative binder. Very helpful, prompt service when I've called. So far, very pleased.
Joel and Mark r great help and very efficient!
Thanks!
Joel was very helpful with questions I had. Very knowledgeable.
Knowledgeable and answered my questions quickly and clearly.
Thanks
Very knowledgeable about a tricky subject and very helpful
Clear step by step process with excellent customer support
Very attentive to my request, pleasant to deal with.
Noah was great and my experience easy and informative.
Joel was terrific! He was responsive, courteous and professional.
Very professional and timely in processing and support.
Very good. Very informative staff. Very efficient and with clear communication
Easy process and I enjoy the greater flexibility I have with my new solo 401k.
Easy, easy, easy! Thank you! I have already referred you.
Answer: Hello Robert! There are no restrictions in this case, but in order to transfer your Self-Directed IRA to an IRA that allows you to invest in stocks, you would need to liquidate or retire any alternative assets before rolling over to a QRP. Another option is that your plan administrator must write a letter saying they accept alternative assets. However, this depends on the type of investments you would be holding at the time.
Answer: Hello Tyrone! Our company was founded in October of 2004.