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Broad Financial

Overview

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.

service
3
value
3
quality
3
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Bruce J.
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Jay was great and helped me through the process to set up my SDI.
Thank you!

Date of experience: July 29, 2016
Steven T.
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Jeff took care of me quickly and efficiently
June 16, 2016

Jeff took care of me quickly and efficiently. Great experience!

Date of experience: June 16, 2016
Frank Z.
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I would highly recommend broad financial to anyone interested in taking control of their finances.

Date of experience: April 21, 2016
Paul D.
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Love it, great service, answered all of my questions in a timely manner.

Date of experience: April 6, 2016
Carol F.
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Quick response, great customer service
October 22, 2015

Quick response, great customer service. Answered all questions with quality follow through.

Date of experience: October 22, 2015
Edward D.
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Jay is great
August 8, 2015

Jay is great. He responded quickly to all my questions.

Date of experience: August 8, 2015
larryv J.
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Great group, helped me get through everything I needed!

Date of experience: June 24, 2020
Angela M.
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Always responsive, able and willing to answer questions. Great company.

Date of experience: November 13, 2019
Terry M.
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Joel was very supportive and provided answers quickly. Great team to work with.

Date of experience: August 1, 2019
Diana G.
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Tova answered my questions in a professional, courteous, satisfactory and friendly manner.

Date of experience: July 18, 2019
Roger G.
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Great financial product
July 16, 2019

Great financial product. Im still learning the ins and outs but am pleased with it.

Date of experience: July 16, 2019
Katie E.
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I emailed and received an immediate response
July 12, 2019

I emailed and received an immediate response. The rep was helpful.

Date of experience: July 12, 2019
Tom E.
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A lot easier to set up than I had imagined
July 11, 2019

A lot easier to set up than I had imagined. Broad Financial staff has been very helpful.

Date of experience: July 11, 2019
Madison P.
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Overall it was good
July 10, 2019

Overall it was good. I had recommended to a few other people.

Date of experience: July 10, 2019
Cherie K.
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Professional, pleasant, and knowledgeable, as always!

Date of experience: July 3, 2019
Jason M.
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Jeff was great at explaining the process and everything has gone smoothly so far.

Date of experience: August 31, 2017
Cindy Z.
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Not sure I fully understand the expedited fees, since you still had to hold my check for 5 days.

Date of experience: August 2, 2017
Victor A.
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Great expeditious service
June 28, 2017

Great expeditious service. Very friendly and knowledgeable staff.

Date of experience: June 28, 2017
Michael U.
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They answered all of my questions in a timely manner. Thrilled about service

Date of experience: April 27, 2017
Walter W.
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Great folks to work with
February 20, 2017

Great folks to work with. Took care of all our needs and questions!

Date of experience: February 20, 2017