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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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Very knowledgeable. Flexible with us in phone meeting with my son as well.
Joel and Mark r great help and very efficient!
Thanks!
When I was setting up my solo 401k plan I was able to call them and get the support I needed. Happy with the service.
Mark Weissman Was extremely knowledgeable and helpful and helping me leverage my investment plan.
First I must explain that I am not a current customer of Broad Financial; I was a client for a brief time about six years ago. I had some complex questions about closing out and rolling over a self-direct Roth IRA.
Even though I was not a client they took the time to listen and understand my question. The had to educate me some to get me to understand the process. The time, concern, proffessionalism was more than most brokers/advisors provide their paying clients.
I recommend them highly based on this interaction and hope to to business with them in the future.
Broad Financial has enabled me to finally control MY money, not some mutualfund "manager" getting less than the S&P 500 average (usually) and ripping me off in management fees for that favor! Thank you so much Broad Finsncial!
I have had a 401K Solo Trust for a number of years. BF has always provided great service.
I've been happy with Broad Financial services for years. I had several questions about my plan today, and Mark W. In Client Support was very helpful and patient while answering all my questions. Thank you!
It was quick and easy to setup my checkbook IRA with Broad Financial. I am finding them also very helpful with all the questions I have. They are a phone call away and quick to respond to my emails. Thank you for everything.
Excellent customer service.Joel is the best.Wide variety of investing tools in their arsenal.
Always responsive, able and willing to answer questions. Great company.
Each phone and email interaction with the patient and knowledgable personnel at Broad Financial has been prompt and professional. It took me a lot of time, research, and questions to take the initial plunge and I have not regretted it! Follow up questions from my CPA have further clarified and solidified for me that a decision to create a Solo 401k is a smart action to take control of your investments. Broad Financial did a great job walking me through the process and continue to provide advice in a personal, professional manner.
We reached out to Broad Financial a few years ago to set up a self directing IRA - tax deferred - real estate investment tool. With Broad Financials assistance we transferred the money from our 401K and have made very successful real estate investments.
The team at Broad Financial are extremely professional, very knowledgeable, highly responsive with excellent customer service. We look forward to our continued relationship with Broad Financial!
Joel was very helpful with questions I had. Very knowledgeable.
For the solo business owner, Broad Financial is a godsend. They helped me set up a solo 401 which I and my company can contribute. Their staff has always been available and knowledgeable. I am extremely pleased to have found them.
I am a novice to the world of SDIRA, having selected and contracted with Madison Trust early in 2019. Since my plan was to purchase real estate to buy and hold the option to create an LLC was proposed.
It was obvious from the start that Madison had been doing this for some time, and had a good system approach for the process. The plan was laid out for me, then executed perfectly meeting all my expectations. I understood the scope of the effort and timing, and Madison delivered as advertised within budget, no extra costs.
When I did have questions, the response time was excellent and the direction clear.
Noah has made the transition a breeze!
I had questions and I needed answers. I feel satisfied that my questions were answered in a courteous and professional manner.
Noah G. Helped me effectively and with personal sincerity.
Noah was great and my experience easy and informative.
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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