Broad Financial

Joel Galkin was very knowledgeable regarding my situation. I actually called him twice to get more information and he answered both times. Extremely helpful

Noah at Broad Financial helped me set up a self directed IRA and did a fantastic job with it. He was able to answer all of my questions and had the account set up quickly. On going support has also been wonderful. I would highly recommend their services.

Broad Financial was so fantastic I'm recommending them to everyone I know who wants to set up a self directed IRA. They helped me through the entire process and charge significantly less than other services which sometimes charge 15% of your total assets. I can't recommend them enough!

So far, it has gone perfectly smooth. As someone who know how messy things can get, I am very appreciative when a company has such great systems and processes that they make a difficult process seam easy.
Thank you!

Broad Financial was an excellent resource in establishing our Self Directed Checkbook IRA! They answered many questions during the process on many different days and would call me back within minutes of my call. I cannot imagine a more competent and professional company. I would certainly do business with them again if the occasion presented itself.

In general, people are apprehensive about companies and services that are not "bricks & mortar" in their neighborhood where they can physically check them out. My experience with Broad Financial has be professional and efficient from the very first telephone conversation. Everything was complete explained and all the service was top notch! Thanks.

The website is put together well with very helpful information. When I spoke with reps from abroad Financial directly, they were informed and professional. Overall, it was a simple process and a great tool for my retirement investing.

I was looking for a firm that would help me set up a highly customized IRA at a reasonable cost. Broad Financial came through in a big way and it has made a real positive impact on my financial security. They also offered significantly more customization than any of their competitors I looked at. Recommended!

For the solo business owner, Broad Financial is a godsend. They helped me set up a solo 401 which I and my company can contribute. Their staff has always been available and knowledgeable. I am extremely pleased to have found them.

I've been happy with Broad Financial services for years. I had several questions about my plan today, and Mark W. In Client Support was very helpful and patient while answering all my questions. Thank you!

Broad Financial offers great customer service. They've made the account opening process pretty much fool proof and very easy to understand. I just opened up my Self-Directed IRA and am currently in the final phase of funding my account. So far everything has been great.

I actually researched self directed IRA for a couple of years before I committed as well as other groups offering similar services.I chose Broad and Madison Trust and found their support group great however in general the process is somewhat complicated regardless of who you do it with,it is just part of the rules and process. I think the take away is communication which was really great with these guys. Neil Sawyer

I called Broad Financial for assistance with paying my annual fee. Unlike most other companies who have many phone prompts and extremely long wait times, I was able to connect to a person right away. Mark answered immediately and was able to assist me in just a few minutes, making the transaction easy and simple - the way it should be! He was knowledgeable, professional and friendly.

Everyone I've spoken to at Broad has been very professional and knowledgeable. All of my many questions are quickly & thoroughly addressed. I feel in good hands with them & appreciate the clarity of all of their printed materials as well. Thank you to everyone there who has helped me thus far!

Broad Financial has done a fantastic job for me and my wife. We found everyone we dealt with very professional, they explained every step of the process, thus having a smooth transaction. We are looking forward to future support because we know it will be a professional experience.

Overall good transaction. No nonsense approach to getting things done, and doing it for a very fair price. Thanks folks. I sincerely appreciate all your efforts. I will recommend you to everyone I know who might need your services.

Getting things done with this company has been an incredible experience! Mark and Joel are extremely professional, knowledgeable, and attentive. I definitely received the guidance I was looking for; they provide unparalleled customer service. All employees are friendly and go above and beyond. I will definitely be using their services again in the future. Thanks for your help!