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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.
Mark answered my questions and was easy to understand and referred me to the next person I needed for the next steps. Perfect.
Beth McQueen
They have always answered any questions I have had and have been a great help in setting up my self directed 401k
All went very well. Jay Goldblatt's assistance with a Solo 401K was excellent. Jay and Eva, his assistant, were knowledgeable and professional.
I needed to establish a checkbook investment account first so I called customer service to verify. Quick professional service.
Thanks,
Rich
I felt the idea was explained to me, enough over the phone, i jumped on it. Now i have to understand what i can and cannot do,
I did some research and pretty much knew what I wanted. Jay and the team at Broad did everything perfectly and without any delay.
I've been a high-maintenance customer. My calls are answered quickly and so are my questions! Thank y'all!
My experience needed to be expedited and was handled immediately.
It was a great experience all around!
Excellent documented process. Professional staff with prompt follow up. Process was easy and the execution was fast.
Broad Financial representatives have been knowledgeable and helpful and have responded in a timely manner.
I had questions and I needed answers. I feel satisfied that my questions were answered in a courteous and professional manner.
I did not get a response from the online contact form. When I called I did get very good response.
Thanks
Jeff
They always answer your call and if they fail they will promptly call you back they never fail to answer your questions where anyone can understand
Awesome, they always are extremely helpful when I ask my "dumb" questions.
Thanks so very much.
Mike
I have had an excellent experience with them, they are always available to answer my questions and help me prepare for retirement!
The folks at Broad Financial are very knowledgeable and have helped us a ton with our needs! Thanks again to your team!
Everything has been professional and quick. All the details spelled out. A great experience. Thank you!
Professional, efficient, integrity, are all words to describe Broad Financial. Extremely helpful in guiding us through the process of a rollover.
Everyone has been very responsive and helpful thus far. Definitely a tier above the other companies I spoke with.
Always return messages in a timely manner if unavailable. Very pleased with their knowledge and service
Very generic updates on urgent requests to know if my accounts will be set up by the time I need them
So far everything has been exactly as it was explained to me over the phone in my initial conversation.
Questions were answered directly and completely. Process was much easier than I anticipated.
Thanks,
So far every has been great. The representative who assisted me was extremely helpful and knowledgeable.
I would highly recommend Jeff Astor. He has been very helpful and delivered on his promises.you can't ask for much more than that.
Kyle
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