Sherrie T.

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.