• Broad Financial

Broad Financial

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Overview

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 445th among Personal Finance sites.

Positive reviews (last 12 months): 100%
Positive
14
Neutral
0
Negative
0
How would you rate Broad Financial?
Top Positive Review

“Seven years in their Solo 401k with Excellent Service”

Timothy A.
9/9/24

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.

Top Critical Review

“BE WARY”

Mary D.
3/13/23

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.

Reviews (818)

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Angela M.
0 reviews
0 helpful votes
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November 13th, 2019
Verified purchase

Always responsive, able and willing to answer questions. Great company.

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Dora S.
0 reviews
0 helpful votes
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May 24th, 2020
Verified purchase

Knowledgeable professional and courteous assistance provided.

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Pam V.
0 reviews
0 helpful votes
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August 29th, 2019
Verified purchase

Noah G. Helped me effectively and with personal sincerity.

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Delmer E.
0 reviews
0 helpful votes
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December 15th, 2016
Verified purchase

I have been pleased with the ease and speed in which my needs were met.

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ASPEC Q.
0 reviews
0 helpful votes
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August 26th, 2019
Verified purchase

Externally professional efficient and kind!
Mark is my go to guy.

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Patricia D.
0 reviews
0 helpful votes
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August 13th, 2019
Verified purchase

Knowledge along with saving money is so rare. You guys have both.

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Terry M.
0 reviews
0 helpful votes
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August 1st, 2019
Verified purchase

Joel was very supportive and provided answers quickly. Great team to work with.

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Gino N.
0 reviews
0 helpful votes
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January 28th, 2016
Verified purchase

Very competent and responsive service. All of my questions were answered quickly.

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Diana G.
0 reviews
0 helpful votes
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July 18th, 2019
Verified purchase

Tova answered my questions in a professional, courteous, satisfactory and friendly manner.

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Jacob W.
0 reviews
0 helpful votes
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October 10th, 2016
Verified purchase

They were very professional and efficient at executing what I needed done

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Ken J.
0 reviews
0 helpful votes
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Roger G.
0 reviews
0 helpful votes
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July 16th, 2019
Verified purchase

Great financial product. Im still learning the ins and outs but am pleased with it.

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Edward D.
0 reviews
0 helpful votes
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August 8th, 2015
Verified purchase

Jay is great. He responded quickly to all my questions.

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Steve I.
0 reviews
0 helpful votes
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July 15th, 2019
Verified purchase

Always responsive and willing to assist with questions or concerns

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Katie E.
0 reviews
0 helpful votes
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July 12th, 2019
Verified purchase

I emailed and received an immediate response. The rep was helpful.

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Tom E.
0 reviews
0 helpful votes
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July 11th, 2019
Verified purchase

A lot easier to set up than I had imagined. Broad Financial staff has been very helpful.

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Jack S.
0 reviews
0 helpful votes
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Mic R.
0 reviews
0 helpful votes
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July 10th, 2019
Verified purchase

We have been very satisfied with the service and response offered by Broad Financial.

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Martin A.
0 reviews
0 helpful votes
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December 22nd, 2015
Verified purchase
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MicroFirm N.
0 reviews
0 helpful votes
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Madison P.
0 reviews
0 helpful votes
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July 10th, 2019
Verified purchase

Overall it was good. I had recommended to a few other people.

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Tim I.
0 reviews
0 helpful votes
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August 3rd, 2016
Verified purchase

A fair value for the paperwork - lawyer wanted to charge far more.

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Simon P.
0 reviews
0 helpful votes
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July 28th, 2020
Verified purchase

Speedy, responsive, and knowledgeable support representatives. Highly recommended!

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Bruce J.
0 reviews
0 helpful votes
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July 29th, 2016
Verified purchase

Jay was great and helped me through the process to set up my SDI.
Thank you!

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Cherie K.
0 reviews
0 helpful votes
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Brian B.

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