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Broad Financial has a rating of 4.9 stars from 818 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention customer service. Broad Financial ranks 447th among Personal Finance sites.
In my most recent phone call in September of 2024, the staff was knowledgeable, professional, patient and answered my questions in just a few minutes. Their annual updates are very helpful as well and worth the cost.
After making a deposit, I found that I was not receiving the same level of success with the other areas of their service. Specifically, obtaining refunds became a challenging task, and there were requests for additional funds, which made me skeptical about the legitimacy of the service. Consequently, I decided to switch to fundlabllc,com as they have a reliable platform that consistently provides payouts. My experience with the previous service was disappointing, to say the least. Despite making a deposit, I did not receive the same level of success with their other services. The process of obtaining refunds became increasingly difficult, which led me to doubt the authenticity of the service. I started receiving requests for additional funds, which further fueled my suspicion that I was being scammed. After much contemplation, I decided to switch to fundlabllc,com, which has a reputable platform known for providing consistent payouts. Since making the switch, I have had a much better experience with their service. The platform is user-friendly, and I have not encountered any issues with obtaining refunds or receiving requests for additional funds. Overall, my decision to switch to fundlabllc.com has been a wise one, and I would highly recommend their services to anyone seeking a reliable and trustworthy investment platform.
Jay was excellent. Knew the product well and was transparent with his answers. BF helped me to open a 401k and keep me informed throughout the process. So far my experience has been exceptional.
I have been extremely impressed with the whole process with broadfinancial. Well organized, easy to follow instructions and maps to keep you on track.
I am very happy with both your sale and support teams and the responsiveness. I will recommend you to others. I specially appreciate Katie's work. She has been very helpful.
I called to confirm the status of a transaction (Prohibited or not). I was asked questions and given the go ahead with an explantion of why. Great customer service.
I found the people at Broad Financial, especially Noah Grodko, to have exceptional expertise in the complicated and esoteric area of "checkbook IRA's." Noah explained, in detail, the concept of a checkbook IRA and the process involved to create and maintain such an entity. When I had very technical tax questions, Broad Financial provided me with information to answer those questions. My welcome manual from Broad Financial included very specific instructions about what I could and could not do in managing my IRA LLC. By following those guidelines, my two IRA LLC's have operated flawlessly and in compliance with IRS regulations. Based on my personal experience with Broad Financial, I would not hesitate to recommend them to my family and friends.
Overall ok. Paid an extra $75 to get the binder sent electronically...only to see the team was about to send it via mail. So I had to needlessly intervene.
Our experience with Broad Financial has been outstanding. Questions were answered promptly and guidance was excellent. I would work with Broad Financial again without hesitation.
I needed to complete the process in a short period of time and Broad Financial was able get this done. The step by step process made it possible to reach this goal
So far so Good... I will be contacting in the near future on what type of investments, LLC's affiliated with my 401K program I can work with... Thanks
I had a concern about my self directed IRA held by Fidelity being considered an investment account (and not an IRA) and I called and spoke to Mark who reassured me that all was well and it was considered a disregarded entity due to the fact that the LLC was owned by the IRA.
Excellent customer service whenever I have a question on my 401K solo! Always get a live person to talk to and they are extremely knowable about all areas of the 401K solo.
So far so good. Just got my binder last week for my Solo 401K and I still need to go through it. Everyone I have worked with to date is very professional!
I've enjoyed working with Jeff. He's been very patient with me, and extremely helpful. And, his follow-up is really good. All in all, a very positive experience.
Jeff and others I have contacted have been very friendly and courteous. All my requests etc. have been handled in a timely manner. Thus far, five-star service!
Just need to be sure I have a complete understanding. Now that I have been confused by all the legal paperwork...Need to speak to Jay. Going to call in a bit...thanks... all been good so far.
They have an excellent approach to giving solutions to my problems. I now know how to set up my stock brokerage account as well as how to invest in real estate.
I started my self-directed IRA account back in 2017. I did some online searching and read through the Broad Financial website. My friends use another custodian, the money is with the custodian and every transaction need to be go through the custodian. For me, I like to be in control when it comes to my finance. So when Broad Financial offers the option, it fits me perfectly. I know I will be the one responsible for everything that includes investment, taxes, bookkeeping my transactions, etc., since I have 100% control over it. Working with yourself is great. The only drawback is finding a tax accountant who is knowledgeable about the self-directed IRA tax form 5500.
I have talked to the customer service reps twice in the past 2 years, they response in a timely fashion. And in truth, if you read and understand the user guide they give you, you shouldn't have any questions anyway. But do talk to the reps when you first set up your account (IRA, 401K, etc) and try to find out which one fits you the best.
Your people were very straightforward and professional. All my questions were answered and details were handled when I called. Everything went smoothly. Thanks very much.
Too much information and very difficult for the average person to understand. In addition, I had no idea the amount of information you were going to send and that I have to read and understand
The note to the bank on setting up a trust account was very helpful. Until they read that note, they didn't think that they had the right kind of account available.
So far so good
Thank you, I know you do this every day so it seems easy to you. It is not easy to me and this made it very simple after much much research
They set me up with an LLC and EIN without any hassle. When I got a form to fill out from New York State about tax they emailed a pdf that explained clearly how to fill it out. I feel well cared for.
Answered all questions professionally and patiently
Many thanks
Customer support was very courteous and professional. My questions were fully answered in a timely manner. I would recommend Broad Financial to anyone.
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