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Broad Financial

Overview

Broad Financial has a rating of 4.8 stars from 821 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 3rd among Personal Finance sites.

service
3
value
3
quality
3
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Kenneth E.
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The whole process has been very professional and surprisedly fast. No issues and almost ready to invest.

Date of experience: July 26, 2017
Joyce U.
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Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll

Date of experience: September 14, 2015
STEPHEN H.
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MARK WAS HELPFUL TO ME AND ANSWERED MY QUESTIONS. HE PUT MY MIND AT EASE KNOWONG MY ACCOUNT IS STILL IN GOOD STANDING ANDISBEING MAINTAINED BY PROFESSIONAL FOLKS LIKE HIM.

Date of experience: August 1, 2019
Daniel S.
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I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.

Date of experience: September 22, 2016
Gerald D.
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I have always had a pleasant experience dealing with my Broad Financial representatives getting my questions answered in a respectful way.

Date of experience: August 5, 2020
Mark L.
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Everyone was great to work with
July 12, 2019

Everyone was great to work with. Great at assisting with the process of getting my account established and transferring assets.

Date of experience: July 12, 2019
Renee J.
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Great Service
July 20, 2017

Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.

Date of experience: July 20, 2017
Susan E.
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Was positive
May 12, 2017

Was positive. However, my credit card company change my card so you were unable to bill. Will send the 2nd payment this week.

Date of experience: May 12, 2017
Richard P.
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The system is too slow
March 2, 2017

The system is too slow. Although the binder was sent via FedEx it took 7-days to arrive. It takes 10-days to process wire transaction?

Date of experience: March 2, 2017
Aaron K.
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Clear Concise answer to my question
July 8, 2019

Clear Concise answer to my question. Left a message and was called back by someone who knew the answer before he called me back

Date of experience: July 8, 2019