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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.
They have all the information when needed and get documents to you with ease. Very happy I selected Broad and Madison Trust!
Mark was able to answer all my questions and get me the information I needed very quickly. Thanks for the great support!
Joel was very helpful answering my questions about where to deposit the funds from the sale of a real estate property.
Generally good experience. I would like notification if updates to my plan are not going to occur on the anniversary date.
Your guidance over Self-directed IRA was really clear, precise and very helpful!
Very kind explanations with patience, availability of staffs, etc
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.
I had a few questions about my account and received excellent customer service. I highly recommend Broad Financial.
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.
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.
Overall quick and easy to set up. Had some issues setting up the bank account. Not everyone is familiar with Solo 401k's.
Very fast services and the binder is very comprehensive with a lot of information about how to operate my Solo 401k
The process was very smooth and timely. I did a lot of investigation on IRA LLCs and Trustee Holding companies, and this was by far the most effective for my needs.
It was a pain free and speedy process. Took less than 24 hours to be up and running, with a minimum of paperwork.
Once I can reach someone its great service, but its hard to get someone on the phone. Seems like business hrs are limited.
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