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.
Got this taken care of on a Friday evening, Noah went the extra mile.
I've always had a very positive experience when calling Broad Financial.
They were prompt, cheerful, knowledgeable and helpful.
The responses from Customer Service are extremely fast!
We have been very satisfied with the service and response offered by Broad Financial.
Easy setup and great service to answer any questions
This is the fastest time I have ever done with your company.
Very helpful and professional service, I recommending them.
All my questions were answered in a timely manner.
Professional, well-organized, efficient, and helpful. Thank you.
Appreciate the quick response time and prompt service!
A fair value for the paperwork - lawyer wanted to charge far more.
The service I received was professional and great.
Broad Financial makes the process of establishing a self-directed 401(k) fast and stress-free.
Speedy, responsive, and knowledgeable support representatives. Highly recommended!
Great help answered all of my questions! Thank you!
Was able to answer my questions. Very knowledgeable. Great customer service.
Knowledgeable professional and courteous assistance provided.
Noah G. Helped me effectively and with personal sincerity.
Externally professional efficient and kind!
Mark is my go to guy.
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.