Broad Financial

The staff at Broad financial are always very knowledgeable and helpful whenever I call and need assistance with questions or services.
Thanks guys!

Mark was able to answer all my questions and get me the information I needed very quickly. Thanks for the great support!

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

Joel was very helpful answering my questions about where to deposit the funds from the sale of a real estate property.

Your guidance over Self-directed IRA was really clear, precise and very helpful!
Very kind explanations with patience, availability of staffs, etc

Generally good experience. I would like notification if updates to my plan are not going to occur on the anniversary date.

Fair- had long wait on the phone then the person I talked with didn't seem very knowledgeable about my issue.

Jay has been great to work with in helping me get my account set-up, and answering all of my questions.

I found Avi from Broad Financial to be very informative and helpful in all of our dealings. It has been a pleasure to deal with such a professional.

Very knowledgeable about a variety of subjects, no question, no matter how trivial goes unanswered. Greatly appreciate their support.

Thank you Joel always helps on my account questions and issues in very timely manner. I can be easily following the guidance to resolve the issues.

Very easy to set up. Answered all my questions promptly. Very professional staff. Have worked with other companies and this one so far the best one.

Very professional and great customer service. I feel like I made the right choice by choosing Broad Financial.

Just trying to get my money transferred. It is pretty frustrating. Madison has had the money since Thursday.

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

Everyone has been very helpful and patient with me as they guide me through the self directed IRA process, even though at times I have been "testy", for which I apologize.

Setting up the self-directed IRA was starightforward and I appreciated the way Broad guided me through the process. I would and have recommended Broad Financial to others in need of their services.

My experience with Broad Financial, was professional, through, and very helpful. Will answer any and all questions.

Jeff took the time to explain everything to me and made sure that I was comfortable with the answers provides. Great service, very attentive

So far so good. Opened my bank acct. Waiting for other 401 to transfer funds. I'll probably have questions down the road. Ed.