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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.
We set up new accounts this year and it was extremely easy. The support has been great as we navigate and learn about our self directed IRA accounts.
I acted without full understanding of my actions and associate helped me recover quickly and easily.
They were very helpful and professional. They answered all of my questions effectively and without the need to check with someone else.
Joel has always been very helpful. He always answers my questions when I call with timely and courteous matter. He is knowledgeable.
The whole process has been very professional and surprisedly fast. No issues and almost ready to invest.
Evreything went quite smoothly and I always had prompt return on any questions I had. Thank you for all of your assistance.
Joyce Carroll
MARK WAS HELPFUL TO ME AND ANSWERED MY QUESTIONS. HE PUT MY MIND AT EASE KNOWONG MY ACCOUNT IS STILL IN GOOD STANDING ANDISBEING MAINTAINED BY PROFESSIONAL FOLKS LIKE HIM.
I have always had a pleasant experience dealing with my Broad Financial representatives getting my questions answered in a respectful way.
I was extremely satisfied with the service of Broadfinancial for my Solo 401K Plan. Very professional and answered all my questions.
Great Service. My banker was very impressed with the way everything was organized. They take care of all the details.
Everyone was great to work with. Great at assisting with the process of getting my account established and transferring assets.
Was positive. However, my credit card company change my card so you were unable to bill. Will send the 2nd payment this week.
Clear Concise answer to my question. Left a message and was called back by someone who knew the answer before he called me back
Great working with you guys, I'm definitely going to share this with my friends. I like your program and your support team is great!
The system is too slow. Although the binder was sent via FedEx it took 7-days to arrive. It takes 10-days to process wire transaction?
Had a quick question as to a "Participant Loan". Joel answered it for me and explained the steps I needed to do as far as forms etc.
They respond quickly to inquiries. It's a relief to have that kind of attention back from a financial company.
So far, everything is great. Working with another bank (our main bank is Chase) to open the checking account.
Broad Financial helped me to quickly set up an IRA LLC. They were very knowledgeable and a pleasure to work with.
Mark Weissman has very nice personality, he is patient and knowledgeable and professional, 5 star rating is a must for Mark.
Best
Bruce
I had a question after receiving my binder, but felt I got the run around as I was transferred to another line to leave a message.
All of my dealings with BFS has been terrific. All of your staff has been very helpful and professional. Glad I found out about Broad, gb
Avi has been fantastic and patient with us as we learn about this option for our savings. Well done, he has been fantastic to work with.
The call was picked-up quickly with no hold time and the information given was clear and actionable.
What more could one want?
I wanted to take 2 401k and transfer them to a self directed IRA. Broad Financial made the process very easy by guiding me through the process.
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