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 pleased with the entire process!
So far so good
Valuable advice and very efficient process.
It was fine.
Great, smooth, very customer friendly
2nd time, no problem
Very satified
Good experienceonly!
Very helpful and knowledgable.
VERY EASY TO WORK WITH, NO HIGH PERSURE. HAPPY I FOUND THEM.
*******@woodhilladvisors.com
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.