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Broad Financial Reviews Summary
Broad Financial has a rating of 4.9 stars from 829 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention and customer service. Broad Financial ranks 4th among Personal Finance sites.
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Broad Financial has been a good resource for me in handling my Solo 401k. It offers me flexibility in investing in those investment that typically are not available inside the standard retirement account that is limited to mutual funds and the stock market. These types of instruments will increase in popularity as they are a much better tool and gateway for investing and opportunity to select your investments. They are always quick to return my call and answer questions when I have them. If they don't know the answer, they find out. Many times even when the rep knows the answer they often double check. I appreciate their attention to detail and care in 'getting it right' because it affects my investments. They do a great job.
Had Questions and requests nd Joel, my Plan Advisor, was extremely helpful and knowledgeable
Because we are all so very busy we think a good service may be considered a rare treat! But...thanks to Broad Financial and the excellent service provided by Noah Grodko he is the benchmark for great customer service! Noah's attention to detail, great communication skills, guidance in understanding all the aspects of 'Self-Directed IRAs' I was able to make a decision to move forward with 'Broad Financial'. My intention is to use the self-directed IRA to purchase an investment property. Noah, I appreciate your consideration, guidance, help and your time. I will be recommending Broad Financial to my colleagues. Thank you again.
Both Noah And Joel have always been helpful, prompt and responsive to my needs.
This is the fastest time I have ever done with your company.
I had multiple calls with different representatives at Broad Financial while I was setting up my account. Every representative was super responsive, knowledgeable and eager to explain every aspect of the process. Also, very professional and patient to entertain multiple questions. Thank you!
I have had an excellent experience with them, they are always available to answer my questions and help me prepare for retirement!
Very good. Very informative staff. Very efficient and with clear communication
Fair- had long wait on the phone then the person I talked with didn't seem very knowledgeable about my issue.
Broad Financial made the process for converting my IRA to real estate holding trust very easy, I wish I had done this years ago!
I was well informed for entire process and it was executed very efficiently. Jeff is very knowledgeable and trustworthy. Will recommend to anyone who needs to build their alternative IRA investment.
No issues
Quick response, knowledgeable, helpful answers.
Very responsive and supportive.
Very helpful and professional service, I recommending them.
Very efficient, friendly and professional. Setup of solo 401k was painless.
Easy process and I enjoy the greater flexibility I have with my new solo 401k.
Jeff was great at explaining the process and everything has gone smoothly so far.
Broad Financial setup an investment trust and Solo 401k for me and have been very quick and responsive.
Fast, easy, informative and professional.
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- Sitejabber’s sole mission is to increase online transparency for buyers and businesses
- Sitejabber has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members