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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.
Highly professional service with a quick turn around on setting up the 401k.
Very engaging and accomodating employees that provide useful information to customers...
It has been great. I have the account open and waiting on my 401k to get in. Thanks
Broad Financial is the most professional and customer friendly compamy I have ever worked with!
My 401K was set up quickly and efficiently. I am happy with the results.
Very efficient, friendly and professional. Setup of solo 401k was painless.
Avi & Eva are great...DL *******@comcast.net and this is Dan Levin
Very god experience. Staff was polite, helpful and knowledgable.
Great customer service. Very attentive and willing totake time to answer all questions.
Both Noah And Joel have always been helpful, prompt and responsive to my needs.
Forming the Trust was painless and effective, thanks to the advice of Broad Financial.
All of my self-directed IRA questions were answered completely by knowledgeable customer support.
I have had a great experience with Jeff from Broad Financhial setting up a solo 401k!
Noah Grodko helped me set up a Roth LLC and I used it to buy property. His help was instrumental.
Had Questions and requests nd Joel, my Plan Advisor, was extremely helpful and knowledgeable
Avi Kaufman has been absolutely helpful in setting up my self directed IRA.
Process moved along smoothly, my LLC is set up and the funds from my 401K are in my hands.
Broad Financial made it simple to convert a portion of my IRA to a self directed IRA.
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