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 3rd among Personal Finance sites.
Very fast process. Excellent customer service!
Very helpful and responsive customer service.
Very professional atmosphere
Great service!
Very helpful and informative
No need
Very knowledgeable and excellent customer service
Excellent service.
Efficient, professional help.
Prompt, detailed, responses to ongoing questions.
Noah has made the transition a breeze!
Very helpful and easily accessible.
Very responsive and supportive.
Service was great.
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.