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Broad Financial Reviews Summary
Broad Financial has a rating of 4.9 stars from 830 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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The responses from Customer Service are extremely fast!
Broadfinancial made opening a self directed IRA relatively easy. They are always available to assist! I really appreciate their knowledge of the product as well as their proactive service of the IRA account.
Broad Financial has been a delight to work with. They helped me set up my personal 401k account. They answered all of my questions. I would highly recommend them!
I found the people at Broad Financial, especially Noah Grodko, to have exceptional expertise in the complicated and esoteric area of "checkbook IRA's." Noah explained, in detail, the concept of a checkbook IRA and the process involved to create and maintain such an entity. When I had very technical tax questions, Broad Financial provided me with information to answer those questions. My welcome manual from Broad Financial included very specific instructions about what I could and could not do in managing my IRA LLC. By following those guidelines, my two IRA LLC's have operated flawlessly and in compliance with IRS regulations. Based on my personal experience with Broad Financial, I would not hesitate to recommend them to my family and friends.
My 401K was set up quickly and efficiently. I am happy with the results.
Excellent support and customer service combined with knowledgeable staff and a high level of integrity. I feel fortunate to have found Broad Financial to help me set up my Self-Directed IRA LLC.
The self directed IRA has been a great asset for us with a lot of different ways to invest is what we were looking for when we contacted Broad financial. The tax deferment is the greatest asset for my investments for the future of my business. I have told several people about this asset but I do not know if any have contacted Noah or not but a great find for us.
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!
I started my self-directed IRA account back in 2017. I did some online searching and read through the Broad Financial website. My friends use another custodian, the money is with the custodian and every transaction need to be go through the custodian. For me, I like to be in control when it comes to my finance. So when Broad Financial offers the option, it fits me perfectly. I know I will be the one responsible for everything that includes investment, taxes, bookkeeping my transactions, etc., since I have 100% control over it. Working with yourself is great. The only drawback is finding a tax accountant who is knowledgeable about the self-directed IRA tax form 5500.
I have talked to the customer service reps twice in the past 2 years, they response in a timely fashion. And in truth, if you read and understand the user guide they give you, you shouldn't have any questions anyway. But do talk to the reps when you first set up your account (IRA, 401K, etc) and try to find out which one fits you the best.
We have been very satisfied with the service and response offered by Broad Financial.
Professional and courteous service. Timely and helpful assistance throughout the whole process.
Very happy with the professionalism of Mr Noah Grodko. He was hands on assisting me with the set up of my Solo-IRA. He answered all my questions and walked me through the entire process which allowed me to relax and know that I had a 'real professional' on my side. Many thanks Noah.
Dr Perry Seider
Clear, comprehensive product, great price, efficient process, excellent communications and knowledgable staff that could answer all my questions first-time, and with some personality (hard to find these days!) I was delighted with the service I received from Broad Financial have no hesitation in recommending them for your Solo 401K needs.
My experience with Broad Financial has been straight forward and easy. Everyone that I have worked with has been knowledgeable and was able to assist me with setting up the accounts and helping with any transfers of funds. I have been a customer for approximately two years and have referred several of my friends to Broad Financial as an option for managing their IRAs.
Great service and gave me information that saved me money in setting up my self directed IRA.
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!
My experience with Broad Financial and Noah Grodko has been very positive to the point where I have referred them to many friends and family. Several new accounts has been opened because I could honestly say they are so friendly and professional. And we have saved money!
Noah Grodko was patient and informative on the phone explaining to my wife and I which products would be best for us. It's only been a year so we don't have much need for support. I'm sure when the and if that time comes,Noah will be right by our side.
Overall it was good. I had recommended to a few other people.
Easy setup and great service to answer any questions
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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