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.
The whole process has been very professional and surprisedly fast. No issues and almost ready to invest.
Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll
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.
I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.
I have always had a pleasant experience dealing with my Broad Financial representatives getting my questions answered in a respectful way.
Everyone was great to work with. Great at assisting with the process of getting my account established and transferring assets.
Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.
Was positive. However, my credit card company change my card so you were unable to bill. Will send the 2nd payment this week.
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?
Clear Concise answer to my question. Left a message and was called back by someone who knew the answer before he called me back
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.