Broad Financial

The Broad Financial team and the Madison Trust team are top notch. Quick and accurate responses to all my questions and needs, whether by phone or email. Proactive communications to let me know they received my paperwork, steps were completed, what's next, etc. I am impressed.
Andy

It has been a great end-to-end experience. Thanks for the insights and helping me realize what I have been missing all these years. I highly recommend this service to everyone that wants to control and secure they retirement.

Every time I have questions that need answered and/or clarified, I can count on the staff in Broad Financial for their best advise and services. I have really happy with them. They are always fast, professional and thorough.

A few mix ups, but resolved issues very quickly and remained very professional. The customer service personnel didn't put any blame on others for the issue, and took the initiative to promptly correct the issue. Indicative of an awesome subculture at Broad Financial. Two thumbs up.

The concept of a self directed IRA was new to me and seemed intimidating. I searched online and found Broad Financial as the best fit for my needs and contacted them. They made the whole transaction clean, simple, and prompt. I would recommend to anyone wanting to look at retirement investment to get in touch with this firm. I was very satisfied.

Everything was exactly as explained. After making my initial payment, I received my binder within 3 business days. It included a seperate packet that contained instructions and everything I needed to provide the bank to open my checking account. It all sounded too good to be true but ended up being exactly as promised. I highly recommend this product and company.

Broad Financial is really the leader in retirement plans. I have use their services in many different occasions through out the years, and never been disappointed. On the contrary Avi and his group are always eager to provide the best advice for the particular situation.

I'm a novice when it comes to investing. The Broad Financial team has been instrumental in educating me and guiding me through the process of setting up a Self-Directed Roth IRA. The service is friendly, highly responsive and genuinely educational. They will take the time to educate and help you to achieve your personal goals!

Every single time I have ever called Broad Financial, my questions have been answered by the person who actually answered the phone. I have NEVER been put on hold or transferred to other people. The level of customer of service is just astounding. Either their receptionists are completely over-qualified, or they have simply figured out how to efficiently dispatch client questions and concerns.

Response promptly - the designed or whoever the representative you reached always answers your questions in their best experience.

The rep I talked with today was cheerful and willing to put forth the effort to understand exactly my unique situation. Mark made the effort to give me options for future transactions allowed to do now so I will be prepared when I need to make a transaction. The only poor review I have is the quality of back ground noise. It was difficult hearing him because of the excessive noise in the background.

I had multiple calls with different representatives at Broad Financial while I was setting up my account. Every representative was super responsive, knowledgeable and eager to explain every aspect of the process. Also, very professional and patient to entertain multiple questions. Thank you!

I had a concern with opening an account with a financial institution and could not get around the instructions. Joel called me directly and sorted it all out while on the phone. Excellent service indeed. My account was set up within a few days and I did not even have mail anything. Thanks Joel!

Excellent staff & courteous, knowledgeable service! Jeff Astor is the best as he took care of everything for me in an expedient, professional manner. Overall, top-notch organization providing us, the clients, with exceptional results. Highly recommended to others; which I will, to all my friends & contemoraries as well.

Professional, courteous, highly knowledgeable. The Only drawback is that the nice young man Avi K speaks too fast. But all are great and would recommend this program to others we come across. Respectfully, Paulette Partin

I've been dealing with Broad over the past several years referring clients to them. Everyone has been extremely satisified. I finally decided to open an account for myself and was pleasantly surprised to have my expectation exceeded in terms of knowledge, helpfulness and most importantly, patience.

Requested Broad Financial to help the dissolution of our LLC enterprise from Texas State Registrar. Mark Weissman who coordinated the filing did an excellent job. Service was prompt and follow up actions were well coordinated and executed as and when required. Also we were well kept informed of the status during the process.