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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 444th 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.
You were prompt in providing me with the documents I needed to open the trust account.
I have had a 401K Solo Trust for a number of years. BF has always provided great service.
To date Broad Financial has done everything promised. My experience has thus far been pleasant.
The support staff is always friendly and knowledgeable. Always have an answer to my questions.
Broad Financial team helpful and the work output was exactly what I needed and required.
Very easy to work with, always available during setup process. I am very pleased.
Still can't believe this is true. It was so easy. Thank you so much.
I found Avi Kaufman to be professional, and a very helpful guide and resource.
So far so good. Setting up my bank account. The people are very helpful.
Mark Weissman Was extremely knowledgeable and helpful and helping me leverage my investment plan.
Support and customer service at Broad Financial is great. Always helpful and courteous.
Great service and gave me information that saved me money in setting up my self directed IRA.
They help you every step of the way. The process was made easy.
I am very satisfied with their service and product. I will recommend them.
Very knowledgeable. Flexible with us in phone meeting with my son as well.
Professional and courteous service. Timely and helpful assistance throughout the whole process.
Very straightforward documentation for account set up. Great company with great service!
Happy to deal with people that I can actually talk to and get answers to my questions.
Very through and fast. Jeff stayed in contact with me and kept me well informed. Thank you.
All business directives were handled expeditiously. Needs were met and success ensued!
Turn around time was very quick. Customer service was great as well.
I am still waiting for check from group so I can open the new account for the self-directed IRA LLC.
Mark did a great job answering my questions about lending from my Solo 401(k)plan. Thanks Mark!
Processed everything with absolute zero delays! Very very quick turnaround time.
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