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Broad Financial has a rating of 4.9 stars from 831 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.
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Valuable advice and very efficient process.
Broad Financial is the most professional and customer friendly compamy I have ever worked with!
I am very satisfied with the process to setup my IRA LLC. The process was simple and problem free. I understood how things worked as I had done some research ahead and Jay Goldblatt confirmed my findings and ensured a smooth process.
Dealt with Broad Financial about my 401k conversion to IRA.
Very knowledgeable, listening intensely to all your questions, answering all of them professionally, doing business with honesty and integrity.
Would strongly recommend others.
It has been really great!
Broad Financial has made my transactions smooth and professional. Communication has been excellent. I have benefited greatly from their expertise so far.
Jay was great very informative. Thank you
Too much information and very difficult for the average person to understand. In addition, I had no idea the amount of information you were going to send and that I have to read and understand
Smooth and easy and good response time
It has been very well with all services from broadfinancial.com. Right now, I am working on rolling over my funds to this one and I found the forms and explanations of broadfinancial.com are much clearer than other institutions. Thanks, broadfinancial.com!
I found Avi from Broad Financial to be very informative and helpful in all of our dealings. It has been a pleasure to deal with such a professional.
All of my dealings with BFS has been terrific. All of your staff has been very helpful and professional. Glad I found out about Broad, gb
Answer: I got scammed last year for just over $50k on what I thought was a legit investment site. Everything looked real — I even withdrew a small amount at first — then one day my account was “under review” and the site vanished. I reported it to the FTC and pretty much gave up hope. Months later, someone who saw my complaint told me to email cyberfundsrecovery12@ gmail. Com. I was super skeptical (once bitten, twice shy), but they actually knew exactly how these scams work. It took about 3 months of paperwork, verifications, and bank back-and-forth, but I got a big chunk of my money back. Not all of it, but way more than I thought I’d ever see again. If you’ve been scammed, don’t give up — there are people who can help, but be careful who you trust.
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.