Broad Financial

I recently had a meeting with my CPA to review my paperwork with Broad. My CPA had some questions that were thoroughly addressed in a speaker phone conversation by my Broad Financial advisor, Mark. To date, my experience with Broad Financial has been excellent.

I've yet to receive my 401K proceeds from Merrill Lynch, so I can not confirm that everything will be 100% as yet, but I was impressed with the package I received from BF and will contact you if there are any questions or problems.

NEEDED TO KNOW HOW AND IF JOINT VENTURING WAS POSSIBLE. THIS WOULD INCLUDE MY IRA LLC AND EITHER MYSELF OR ANOTHER NON IRA LLC.
RECEIVED ANSWER WITH ALTERNATIVES CLEARLY AND INFORMATIVELY.

EASY WITH GREAT GUIDANCE.

THANK YOU!

I have just moved my self directed IRA to Broad Financial and Madison Trust. My LLC has been established and as soon as my cash arrives I will open a checking account and put the money to work. So far, step by step, the people at Broad and Madison have been very helpful.

So far so good.
It would be better to have the documents printed on both sides of the sheets to save paper and space.
Then we would not need such a big binder.

Very good with questions, very prompt in sending the package. I am very pleased that they have this product to help facilitate setting up my Solo 401K

Broad Financial provided the perfect solution for my Solo-K! I'm very pleased with my decision to work with them and I wouldn't change a thing. Thank you!

I have been very impressed with Broad Financial regarding their knowledgeable personnel, courteous personnel and two products to date. These retirement products have suited my needs perfectly.

The information provided was straight forward, binder arrived on time with everything necessary to open the account. Up to this point everything is going smooth, thanks Jay.

All my questions were answered.
The binder was very thorough, and easy to follow.
So far, i'm very happy with the product.
I need to diary for my required annual filing.

They performed exactly as they said would when I was doing my due diligence on the checkbook IRA. Their connection to Madison Trust is a big plus as well.

I was well informed for entire process and it was executed very efficiently. Jeff is very knowledgeable and trustworthy. Will recommend to anyone who needs to build their alternative IRA investment.

Took over a day for someone to call me back regarding the type of account I was opening at my bank. Actually they didn't even call me back until I emailed a second time.

Every time we call we get the answers we need from a set of very knowledgeable staff. Our experience for the past 8 years has been great, and we have had a smooth process.

Jay was excellent. Knew the product well and was transparent with his answers. BF helped me to open a 401k and keep me informed throughout the process. So far my experience has been exceptional.

I have been extremely impressed with the whole process with broadfinancial. Well organized, easy to follow instructions and maps to keep you on track.

I am very happy with both your sale and support teams and the responsiveness. I will recommend you to others. I specially appreciate Katie's work. She has been very helpful.

I called to confirm the status of a transaction (Prohibited or not). I was asked questions and given the go ahead with an explantion of why. Great customer service.