Broad Financial has a rating of 4.9 stars from 827 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 6th among Personal Finance sites.
So far, they have been very quick and thorough at completing the tasks. Right now, I am just waiting to get my checks in order to move on from here.
Very professional and patient. Guided me through the path to opening a self directed IRA in a timely fashion. All has gone well.
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 staff at Broad financial are always very knowledgeable and helpful whenever I call and need assistance with questions or services.
Thanks guys!
Mark was able to answer all my questions and get me the information I needed very quickly. Thanks for the great support!
They have all the information when needed and get documents to you with ease. Very happy I selected Broad and Madison Trust!
Generally good experience. I would like notification if updates to my plan are not going to occur on the anniversary date.
Joel was very helpful answering my questions about where to deposit the funds from the sale of a real estate property.
Your guidance over Self-directed IRA was really clear, precise and very helpful!
Very kind explanations with patience, availability of staffs, etc
Fair- had long wait on the phone then the person I talked with didn't seem very knowledgeable about my issue.
Jay has been great to work with in helping me get my account set-up, and answering all of my questions.
I found Avi from Broad Financial to be very informative and helpful in all of our dealings. It has been a pleasure to deal with such a professional.
Very knowledgeable about a variety of subjects, no question, no matter how trivial goes unanswered. Greatly appreciate their support.
Very easy to set up. Answered all my questions promptly. Very professional staff. Have worked with other companies and this one so far the best one.
Thank you Joel always helps on my account questions and issues in very timely manner. I can be easily following the guidance to resolve the issues.
Very professional and great customer service. I feel like I made the right choice by choosing Broad Financial.
Just trying to get my money transferred. It is pretty frustrating. Madison has had the money since Thursday.
I had a few questions about my account and received excellent customer service. I highly recommend Broad Financial.
Everyone has been very helpful and patient with me as they guide me through the self directed IRA process, even though at times I have been "testy", for which I apologize.
Setting up the self-directed IRA was starightforward and I appreciated the way Broad guided me through the process. I would and have recommended Broad Financial to others in need of their services.
Answer: Hello Robert! There are no restrictions in this case, but in order to transfer your Self-Directed IRA to an IRA that allows you to invest in stocks, you would need to liquidate or retire any alternative assets before rolling over to a QRP. Another option is that your plan administrator must write a letter saying they accept alternative assets. However, this depends on the type of investments you would be holding at the time.
Answer: Hello Tyrone! Our company was founded in October of 2004.