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.
Jay was great and helped me through the process to set up my SDI.
Thank you!
Jeff took care of me quickly and efficiently. Great experience!
I would highly recommend broad financial to anyone interested in taking control of their finances.
Love it, great service, answered all of my questions in a timely manner.
Quick response, great customer service. Answered all questions with quality follow through.
Jay is great. He responded quickly to all my questions.
Great group, helped me get through everything I needed!
Always responsive, able and willing to answer questions. Great company.
Joel was very supportive and provided answers quickly. Great team to work with.
Tova answered my questions in a professional, courteous, satisfactory and friendly manner.
Great financial product. Im still learning the ins and outs but am pleased with it.
I emailed and received an immediate response. The rep was helpful.
A lot easier to set up than I had imagined. Broad Financial staff has been very helpful.
Overall it was good. I had recommended to a few other people.
Professional, pleasant, and knowledgeable, as always!
Jeff was great at explaining the process and everything has gone smoothly so far.
Not sure I fully understand the expedited fees, since you still had to hold my check for 5 days.
Great expeditious service. Very friendly and knowledgeable staff.
They answered all of my questions in a timely manner. Thrilled about service
Great folks to work with. Took care of all our needs and questions!
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.