Broad Financial

I am very impressed with the customer service I received from Jay Goldblatt. He is a very knowledgeable representative and helped me understand the process of opening my 401K Ultimate Solo. The product is genius and we are very happy to have it. It fits all of our needs a property investors. All of the staff I have dealt with have been very helpful and friendly. I highly recommend Broad Financial and have been telling all my friends Jay and the company. I highly recommend!

Overall a very positive and seamless experience.

One glitch involved the transfer of funds from my IRA administrator that caused a one week delay. The form for the transfer provided a blank to enter the "approximate" amount of the funds to be transferred, presumably to allow for market fluctuations in the value of the account. My request was rejected by the IRA administrator because of a requirement that the account maintain a minimum balance. The initial response was to required Broad Financial to resend a request at a lower level to leave the minimum balance intact. Since I intended to close the account anyway the administrator made an exception and transferred the funds in the exact amount of my "approximate" estimate. I suggest the form be more clear so that the administrator understands the intent being to close the account or leave an account open with the balance transferred adjusted to maintain the minimum balance.

We reached out to Broad Financial a few years ago to set up a self directing IRA - tax deferred - real estate investment tool. With Broad Financials assistance we transferred the money from our 401K and have made very successful real estate investments.

The team at Broad Financial are extremely professional, very knowledgeable, highly responsive with excellent customer service. We look forward to our continued relationship with Broad Financial!

I called with a question for Jeff as I was preparing to complete my binder before heading to my bank to open my account but was directed to another guy. Although he answered my question, I felt as though I was inconveniencing him. I know everyone has a bad day but I felt he was not enthusiastic as Jeff had been with me. Other than that Everything has gone as promised. Any questions my bank had for me was answered by my supplied folder. I went to transfer money from my IRA at my broker and was met with still more questions in which the supplied form supplied. He wasn't exactly happy with me but that was his problem. All in all a very painless transition. Looking forward to controlling my own growth thanks to Broad Financial!

I opened my self-directed Ultimate IRA in January of 2018 and I am very pleased that I did. Opening and getting it funded went very smoothly. The Government rules are strict with financial penalties for violations but Mark Weissman and others at Broad Financial have always been available to keep me from violating the rules. Broad also knows banks and investment firms familiar with self-directed IRAs and their recommendations of such firms have proven to be invaluable. Although Broad Financial does the heavy lifting with set-up and operating guidance, Madison Trust Company has been great to deal with as well. I highly recommend Broad and Madison and respect their advice with regard to my Ultimate IRA.

I originally set up my acount with Broad Financial over 7 years ago to participate in some oil and gas opportunities. BF was the most recommended and most professional of the groups I spoke to. The on-boarding process was quite professional and very painless. I recently called them to see if I could use this account to invest in cryptocurrency. They not only could immediately answer in the affirmative, but sent me literature on how to set up an account with Coinbase so I could purchase and trade cryptos.

Two weeks ago, I was asked by an associate who I used to set up my self-directed IRA, and I promptly recommended Broad Financial, and would do so again.

Retirement plans, in general, almost force you to invest in the market. But I have always been confounded by the market. I don't have time to study, and without study - and sometimes even with it - it seems like gambling to me! I am thrilled to have found Broad Financial's Solo401k product. I was able to pull my retirement funds out of the market and put it into a rental property. The ups and downs aren't as thrilling as in the market, but I see a clear and steady path to growth.