Broad Financial

I had to set up a brokerage account under my SDIRA LLC name, which no one besides B.F. Knew how to do. Alex walked me through every step of the process, and was available by phone and email to answer questions and even review forms to make sure I had them filled out right. Outstanding customer service!

Broad financial is excellent! They are responsive and answer questions in detail. I am very pleased working with them year after year.

I just want to say Joel Galkin has done a superb job in handling everything needed to complete any tasks for Halo Dog LLC. I will be closing my LLC in 2024 and I want Joel to complete any items to make that happen!

Joel answered it quickly and sent me to resources to calculate. Also explained the form to use to report it to IRS.

I highly recommend this company. Every time I had a question they were really quick to respond. They are extremely knowledgeable. Why deal with the shifty stock market when you can invest in directly in real estate and or private real estate lending.

My experience with Broad Financial, Madison Trust and Solera Bank has been exceptional. I have a Roth and Traditional IRA with iTrust Capital which has been good, but limiting. Broad Financial provided the process and directions on how to do this correctly. All the agents I worked with at all three organizations were knowledgeable and timely in their help. It does take time and there are fees to consider, but anyone wanting to self direct their IRA should use this process.

I called to ask a simple question? Their system told me everyone was busy and they would call me back when they were free. Joel called me back but I was busy when he called me so he went to voicemail. He left his name and extension in his message. I called him back when I was done and he answered. We talked for maybe two minutes and he helped me understand what I was questioning. I wish all customer service was this easy!

I called with some pretty technical questions about my two self-directed accounts at Broad Financial. The person who helped me was very knowledgable. All my questions were answered AND I learned some valuable additional information too. They are a great resource!

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

I transitioned some of my retirement assets to a Self Directed IRA with Broad Financial because I wanted to invest in local real estate. Broad has been great to work with over several years. The initial establishment of my SDIRA was done efficiently and I have been able manage it myself, follow the IRS guidelines, adhere to reporting requirements, and increase the value of my investments. Broad has been there all along for any questions I have had along the way. They are extremely responsive when I reach out to them. The service fees are very reasonable given the value they provide. I happily recommend Broad if you are considering a SDIRA.

Always easy and productive working w Joel Galkin and his crew at Broad Financial. They make it very easy to comply w government requirements for a Solo 401-K. A good company to deal with; honest and detail oriented. AAA RATING

Excellent. Every interaction I had with your staff was professional and courteous

We were new to understanding Solo 401k, Broad Financial walked us through it with us and helped us every step of the way.

Jeff, Joel, and the entire staff over at Broad Financial have been very informative, insightful, and attentive. Making this move to a self-directed IRA with checkbook control is one of the best things I could have done to take control of my financial future. There is a learning curve, but as with anything, the amount of time you put into it is what you get out of it and it's WORTH IT! This self-directed IRA has put control of my investments back into my hands. Now I'm able to TRULY diversify into other asset classes without the limitation presented by traditional 401K's. I'm excited to reap the rewards of my new financial freedom!

Joel Galkin was very knowledgeable regarding my situation. I actually called him twice to get more information and he answered both times. Extremely helpful

Excellent customer service over the phone.
I highly recommend Broad Financial for your 401k needs.

We are still new to self directed IRA's and Joel has been indispensable in our early success, kudos!

Answered all questions professionally and patiently
Many thanks

Broad Financial was recommended to me by a colleague. She recommends them to everyone looking to set up a self-directed IRA with checkbook control. She put me in touch with Jeff Astor and he patiently answered my many questions while I was doing my due diligence and creating my plan of action to set up and put my SD IRA to work. Once I was ready to go, the account application process was smooth and straightforward, but I was able to quickly get in touch with customer service along the way if I had questions. Every staff member I've spoken with has been pleasant and eager to help. If they don't know the answer they find out and get back to me or refer me to the appropriate person. There have been no surprises and their fee structure is simple which is not true for many other self-directed IRA companies. I can't speak highly enough of Broad Financial and look forward to a long and rewarding working relationship with them. If you're considering a self-directed IRA, it can be a bit scary and confusing to navigate all the information available online. Broad Financial gives you the support and knowledge you need to confidently take charge of your IRA investments.

I am extremely happy with my recently forged relationship with Broad Financial.

We have had numerous communication exchanges in the last few months, since I started my checkbook IRA process. This covered interacting with four/five different people at different times. It included initial on-boarding, as well as subsequent support. Without exception their responses have been timely, thorough, and delivered with patience.

Oh - and the LLC creation was a breeze.

If I had to start the process all over again, I would do so with Broad Financial without hesitation.

I thank Broad Financial support team for being wonderfully diligent in helping resolve my concerns promptly and in a very helpful manner. I would like to mention Joel Galkin who has been very helpful in attending to my queries and provide answers back which were helpful for me. He has been very dedicated in doing the needed tasks to respond to my requests in an efficient manner ensuring a quick turnaround time. Thank you Joel, keep up the good work!

They have all the information when needed and get documents to you with ease. Very happy I selected Broad and Madison Trust!

Being an engineer getting Bitcoin into my IRA seemed daunting. Broad Financial proved to be very professional. Setting up a LLC and moving money to it was a step by step process that was well documented and went smoothly. I always had quick phone and email contact to answer all my questions to include jumping through the hoops setting up a Prime Coinbase account for the LLC.

I had a few questions about my account and received excellent customer service. I highly recommend Broad Financial.