Broad Financial

My inquiries are always directed to the website for references. Instructions are not so clear; so I guess what I mistakingly did was an indirect rollover vs a direct rollover. I am still not so confident that I do not need to file a form with the IRS within 60 days of distribution. I feel it was not clear enough to have my funds made out to my trust name; thus I need to deposit the funds in my personal account and then transfer to the trust account; I am hoping that this will not be a mess with the IRS. I wish I would have gotten right; I would have much preferred the direct so not to confuse the IRS; God knows how confused they already are.

Everyone has been quick, seamless, and helpful. Every call has been answered by someone who could help with my question.

We had a great experience working with the team at Broad Financial in helping us set up our LLC for our SDIRA. We'd highly recommend their services!

Jeff, Joel, and the entire staff over at Broad Financial have been very informative, insightful, and attentive. Making this move to a self-directed IRA with checkbook control is one of the best things I could have done to take control of my financial future. There is a learning curve, but as with anything, the amount of time you put into it is what you get out of it and it's WORTH IT! This self-directed IRA has put control of my investments back into my hands. Now I'm able to TRULY diversify into other asset classes without the limitation presented by traditional 401K's. I'm excited to reap the rewards of my new financial freedom!

I just want to say Joel Galkin has done a superb job in handling everything needed to complete any tasks for Halo Dog LLC. I will be closing my LLC in 2024 and I want Joel to complete any items to make that happen!

Broad Financial was recommended to me by a colleague. She recommends them to everyone looking to set up a self-directed IRA with checkbook control. She put me in touch with Jeff Astor and he patiently answered my many questions while I was doing my due diligence and creating my plan of action to set up and put my SD IRA to work. Once I was ready to go, the account application process was smooth and straightforward, but I was able to quickly get in touch with customer service along the way if I had questions. Every staff member I've spoken with has been pleasant and eager to help. If they don't know the answer they find out and get back to me or refer me to the appropriate person. There have been no surprises and their fee structure is simple which is not true for many other self-directed IRA companies. I can't speak highly enough of Broad Financial and look forward to a long and rewarding working relationship with them. If you're considering a self-directed IRA, it can be a bit scary and confusing to navigate all the information available online. Broad Financial gives you the support and knowledge you need to confidently take charge of your IRA investments.

Joel Galkin was very knowledgeable regarding my situation. I actually called him twice to get more information and he answered both times. Extremely helpful

Broad Financial was so fantastic I'm recommending them to everyone I know who wants to set up a self directed IRA. They helped me through the entire process and charge significantly less than other services which sometimes charge 15% of your total assets. I can't recommend them enough!

Noah at Broad Financial helped me set up a self directed IRA and did a fantastic job with it. He was able to answer all of my questions and had the account set up quickly. On going support has also been wonderful. I would highly recommend their services.

Broad Financial was an excellent resource in establishing our Self Directed Checkbook IRA! They answered many questions during the process on many different days and would call me back within minutes of my call. I cannot imagine a more competent and professional company. I would certainly do business with them again if the occasion presented itself.

The website is put together well with very helpful information. When I spoke with reps from abroad Financial directly, they were informed and professional. Overall, it was a simple process and a great tool for my retirement investing.

In general, people are apprehensive about companies and services that are not "bricks & mortar" in their neighborhood where they can physically check them out. My experience with Broad Financial has be professional and efficient from the very first telephone conversation. Everything was complete explained and all the service was top notch! Thanks.

I was looking for a firm that would help me set up a highly customized IRA at a reasonable cost. Broad Financial came through in a big way and it has made a real positive impact on my financial security. They also offered significantly more customization than any of their competitors I looked at. Recommended!

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 contacted several companies who service retirement account. Jay listened and paid attention to my wants and needs. He thoroughly explained the different options. He was able to expedite the process in less than a week, after it was drug out over a 6 week Time frame. Other firms had quarterly, and annual fees, included many hidden and extra fees on top of the original initiation fees. I am so impressed and pleased with my experience at Broad Financial.

I am extremely happy with my recently forged relationship with Broad Financial.

We have had numerous communication exchanges in the last few months, since I started my checkbook IRA process. This covered interacting with four/five different people at different times. It included initial on-boarding, as well as subsequent support. Without exception their responses have been timely, thorough, and delivered with patience.

Oh - and the LLC creation was a breeze.

If I had to start the process all over again, I would do so with Broad Financial without hesitation.

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!

Broad Financial offers great customer service. They've made the account opening process pretty much fool proof and very easy to understand. I just opened up my Self-Directed IRA and am currently in the final phase of funding my account. So far everything has been great.

I actually researched self directed IRA for a couple of years before I committed as well as other groups offering similar services.I chose Broad and Madison Trust and found their support group great however in general the process is somewhat complicated regardless of who you do it with,it is just part of the rules and process. I think the take away is communication which was really great with these guys. Neil Sawyer

I called Broad Financial for assistance with paying my annual fee. Unlike most other companies who have many phone prompts and extremely long wait times, I was able to connect to a person right away. Mark answered immediately and was able to assist me in just a few minutes, making the transaction easy and simple - the way it should be! He was knowledgeable, professional and friendly.

Everyone I've spoken to at Broad has been very professional and knowledgeable. All of my many questions are quickly & thoroughly addressed. I feel in good hands with them & appreciate the clarity of all of their printed materials as well. Thank you to everyone there who has helped me thus far!

Broad Financial has done a fantastic job for me and my wife. We found everyone we dealt with very professional, they explained every step of the process, thus having a smooth transaction. We are looking forward to future support because we know it will be a professional experience.

Overall good transaction. No nonsense approach to getting things done, and doing it for a very fair price. Thanks folks. I sincerely appreciate all your efforts. I will recommend you to everyone I know who might need your services.

Getting things done with this company has been an incredible experience! Mark and Joel are extremely professional, knowledgeable, and attentive. I definitely received the guidance I was looking for; they provide unparalleled customer service. All employees are friendly and go above and beyond. I will definitely be using their services again in the future. Thanks for your help!