Broad Financial

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.

I consistently get the highest quality customer service from Broad Financial. The Solo 401K we set up is new to us so I've made a few calls to Customer Service. Ms. Anne Kennedy answers the phone right away (wow!) and is always extremely well-informed. And thorough in her explanations. What a pleasure it is working with Anne. There are no words for our gratutude to Broad Financial and Anne Kennedy for the superb service all around! 10 out of 10 Broad Financial, you are nailing it in the Solo 401K business. Thank you!

Moving money around from one institution to another in an IRA LLC is a complicated process for a financial novice like me. Anne provided the key answer that simplified the process.

Very knowledgeable and helpfull staff. Team is always available and provides good advice and insights. I had staff proactively reach out to me to ensure I understood the next steps in the onboarding process

Both Anne and Jason have been great and I have learned a lot from them. Also the webinars have been very informative

The team was knowledgeable, efficient, and professional. The process was one of the best experiences I've had in a long time.

My husband and I got lucky when looking for a way to roll over a sizeable 401k after my husband left his company after 28 years. From beginning to end, Broad Financial helped us to set up everything we needed to preserve and help us grow our money. Hands down, the best decision we could have made. It's not 'one and done' with them: they stay with you long after you've become a client.

Alex Pittler made sure I received the help I needed following up with me until the process was complete. Recommend to others who need LLC help.

I like the fact Broad financial writes everything in detail on their website. If you have never been into investments, then I guess it's not a big deal with such a website and customer support. Moreover, you can pass a special quiz to choose the best plan for your needs.
I like there are no asset based fees, traditional and roth IRAs are available on every of presented plans with checkbook control + transactions are completely free. You can even choose the bank which you wish. There are tons of pluses of using services of Broad financials. Don't hesitate, start building your future with these guys!

I had to set up a brokerage account under my SDIRA LLC name, which no one besides B.F. Knew how to do. Alex walked me through every step of the process, and was available by phone and email to answer questions and even review forms to make sure I had them filled out right. Outstanding customer service!

Broad financial is excellent! They are responsive and answer questions in detail. I am very pleased working with them year after year.

I highly recommend this company. Every time I had a question they were really quick to respond. They are extremely knowledgeable. Why deal with the shifty stock market when you can invest in directly in real estate and or private real estate lending.

I called with some pretty technical questions about my two self-directed accounts at Broad Financial. The person who helped me was very knowledgable. All my questions were answered AND I learned some valuable additional information too. They are a great resource!

I called to ask a simple question? Their system told me everyone was busy and they would call me back when they were free. Joel called me back but I was busy when he called me so he went to voicemail. He left his name and extension in his message. I called him back when I was done and he answered. We talked for maybe two minutes and he helped me understand what I was questioning. I wish all customer service was this easy!

Always easy and productive working w Joel Galkin and his crew at Broad Financial. They make it very easy to comply w government requirements for a Solo 401-K. A good company to deal with; honest and detail oriented. AAA RATING

I transitioned some of my retirement assets to a Self Directed IRA with Broad Financial because I wanted to invest in local real estate. Broad has been great to work with over several years. The initial establishment of my SDIRA was done efficiently and I have been able manage it myself, follow the IRS guidelines, adhere to reporting requirements, and increase the value of my investments. Broad has been there all along for any questions I have had along the way. They are extremely responsive when I reach out to them. The service fees are very reasonable given the value they provide. I happily recommend Broad if you are considering a SDIRA.

My experience with Broad Financial, Madison Trust and Solera Bank has been exceptional. I have a Roth and Traditional IRA with iTrust Capital which has been good, but limiting. Broad Financial provided the process and directions on how to do this correctly. All the agents I worked with at all three organizations were knowledgeable and timely in their help. It does take time and there are fees to consider, but anyone wanting to self direct their IRA should use this process.

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.

I like Broad Financial Mark Weissman gets back to me very quickly.Sometime it's pretty confusing getting my account and solo 401(k) provider on the same page but I'm working on it. Learning experience

So far, it has gone perfectly smooth. As someone who know how messy things can get, I am very appreciative when a company has such great systems and processes that they make a difficult process seam easy.
Thank you!

In general everything was prepared and completed as discussed. I am satisfied. Staff responded to multiple questions before I chose Broad Financial and after setting up the account in a timely manner and answered all my questions satisfactorily. However, I would not recommend anyone to pay all the expediting fees as I don't feel the extra fees actually helped my processing move significantly faster. I accepted and paid for an account on 2/17 and received final IRA-LLC funding and information on 3/9. My money was in cash so transfers from my side were quick. Several months ago I set another self directed IRA and everything was completed in half the time. I would not be afraid to recommend Broad financial to others as long as they were not in a hurry.

Fine,
Just had one email from Broad instructing to sign documents and email. Then another that they needed original copies mailed - and one of the forms was a digital so a bit confusing on the exact instructions but not a big deal...

Self directed is new to me. I am building a house for investment. When I asked broad financial questions regarding what I can and can't do with the house, I felt I got very little support so I bought a book to get some answers. I will have more questions when I sell the house. Not sure if you are the ones I can ask the questions or if I need to go to my accountant. It seems most accountants are not familiar with self directed iras. Anyway I am not sure what level of support I should expect from Broad financial.

My first contact with Broad Financial was excellent. Things started to slack after I paid the fees. My excitement quickly turned to disappointment. When I called with questions I found them to be rude and uncaring. They promise to be there to answer all your questions and that's just not the case.