Overview
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.
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!
Broad Financial has been a good resource for me in handling my Solo 401k. It offers me flexibility in investing in those investment that typically are not available inside the standard retirement account that is limited to mutual funds and the stock market. These types of instruments will increase in popularity as they are a much better tool and gateway for investing and opportunity to select your investments. They are always quick to return my call and answer questions when I have them. If they don't know the answer, they find out. Many times even when the rep knows the answer they often double check. I appreciate their attention to detail and care in 'getting it right' because it affects my investments. They do a great job.
My experience was great! The support team at both Broad Financial and Madison Tust Co were excellent. I utilized the optional wire and expedite services that are available. Along with with the quick responses to my questions from the support teams. I was able to get my checkbook IRA set up quickly and smoothly in about 2 weeks. I was then able to take advantage of a market situation and close on a real estate deal! Could not be any happier! Thank you.
Information was clearly presented. Organizational binder of trust documents and steps to follow was well laid out and informative. All seems to be in order, and I look forward to a long term partnership with Broad Financial.
I initiated a telephone request the day before after closing. I received a call back the following morning. Joel from BF was able to answer my questions, he was professional and polite. His service was much appreciated.
Very thankful that I discovered the plan that Broad Financial offers. I think it is the best news an independent person can get concerning the placement and direction of their personal retirement funds.
Jeff, the Orders team, & Support team were ever knowledgeable & responsive in providing information & addressing issues. I'm happy so far & look forward to a lasting, educational experience w/ Broad Financial.
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.
Setting up our Self-directed 401k was a very easy process. We received our plan in a timely manner and all of our questions were answered promptly & accurately. I would recommend Broad Financial to friends & family members.
It was quick and easy to setup my checkbook IRA with Broad Financial. I am finding them also very helpful with all the questions I have. They are a phone call away and quick to respond to my emails. Thank you for everything.
Extremely helpful representatives. I had difficultly setting up a trust checking account at my bank. BF rep. Assisted my banker by connecting him with an associate banker (from east coast branch) experienced with setting up such accounts. The associate banker walked my banker through the setup process which created a smooth experience for me. Thanks BF for your high standards of professionalism and care.
Ivan Campbell
I've dealt with a couple of other similar companies, but they seemed to be trying to talk over my head most of the time, but with Broad Financial, everything is explained in clear and simple English. When I do have a question, they respond in a timely manner and have always answered my questions clearly! I highly recommend Broad Financial!
The self directed IRA has been a great asset for us with a lot of different ways to invest is what we were looking for when we contacted Broad financial. The tax deferment is the greatest asset for my investments for the future of my business. I have told several people about this asset but I do not know if any have contacted Noah or not but a great find for us.
Broad Financial answered all of our questions was very professional and helped to set up my self directed 401k account. They provided me with critical instruction and documents that i needed. Our adviser Noah was polite knowledgeable and was available to answer any follow up question that we had. Both my wife and I are pleased with the service provided. It made the whole process much less difficult.
Excellent product and extraordinary service. The banker even remarked how nice it was to finally see a company that has all the becessary paperwork created for them and put together in a bank package. Nice work!
From the time I contacted Broad Financial, Jay was very knowledgeable and helped me with deciding on the right product for my business needs. Once that decision was made, the purchase was accomplished and the documentation was received in the mail in two business days. To my surprise, all the information I needed was in the binder along with little tabs on what I needed to sign and what I needed to tell the bank in order to get things rolling. An additional small packet was included to hand off to the bank for their records clearly marked as such and all other material also clearly marked along with instruction on how to use each section. Very impressive and professional!
Thanks Jay and all the Broad Financial Team for helping me set this up. Now my future is bright again.
I am a novice to the world of SDIRA, having selected and contracted with Madison Trust early in 2019. Since my plan was to purchase real estate to buy and hold the option to create an LLC was proposed.
It was obvious from the start that Madison had been doing this for some time, and had a good system approach for the process. The plan was laid out for me, then executed perfectly meeting all my expectations. I understood the scope of the effort and timing, and Madison delivered as advertised within budget, no extra costs.
When I did have questions, the response time was excellent and the direction clear.
Overall it was a good experience. I guess I was maybe expecting a little more like some sort of one on one walk thought of the process in an online meeting or at least a video explaining the process for my specific plan I purchased. I had some issues setting up my trust with the bank I chose as I had sent the wrong set of plans to the bank.
I had some complicated IRA issues and really thought I was hosed. It was nothing short of a miracle that I found Broad Financial. Avi Kaufman could not have been more professional, pleasant and knowledgeable in recommending the perfect product for me. My Solo 401k was up and running within five days. I can confidently recommend Avi and Broad. And, I'm not a shill.
Over all my experience was good & everything happened just as advertised. It would be better if I could do more on-line management of my Broad Financial/Madison Trust account. The IRS Form 5498 was very late arriving.
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- Sitejabber’s sole mission is to increase online transparency for buyers and businesses
- Sitejabber has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members