On Sitejabber, businesses may not offer incentives or pay to remove reviews. Learn more about our Review Guidelines.
Broad Financial Reviews Summary
Broad Financial has a rating of 4.9 stars from 829 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.
We monitor reviews for authenticity
Very straightforward documentation for account set up. Great company with great service!
No.
Overall ok. Paid an extra $75 to get the binder sent electronically...only to see the team was about to send it via mail. So I had to needlessly intervene.
Great customer service!
Service was great.
Broad Financial is really the leader in retirement plans. I have use their services in many different occasions through out the years, and never been disappointed. On the contrary Avi and his group are always eager to provide the best advice for the particular situation.
A few mix ups, but resolved issues very quickly and remained very professional. The customer service personnel didn't put any blame on others for the issue, and took the initiative to promptly correct the issue. Indicative of an awesome subculture at Broad Financial. Two thumbs up.
Excellent services
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...
My experience with broadfinancial.com has being a great one.
Avi Kaufman had answer every questions I asked of him and his inputs were really appreciated.
My thanks to everyone at Broadfinancial.com
So far all good. No issues
Superb!
Excellent staff & courteous, knowledgeable service! Jeff Astor is the best as he took care of everything for me in an expedient, professional manner. Overall, top-notch organization providing us, the clients, with exceptional results. Highly recommended to others; which I will, to all my friends & contemoraries as well.
They help you every step of the way. The process was made easy.
Fast and easy process.
Broad Financial helped me to quickly set up an IRA LLC. They were very knowledgeable and a pleasure to work with.
I needed to establish a checkbook investment account first so I called customer service to verify. Quick professional service.
Thanks,
Rich
Not sure I fully understand the expedited fees, since you still had to hold my check for 5 days.
So far so good.
Q.
- 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
- 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