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Broad Financial Reviews Summary
Broad Financial has a rating of 4.3 stars from 831 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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Knowledgeable and answered my questions quickly and clearly.
Thanks
Great help answered all of my questions! Thank you!
Always return messages in a timely manner if unavailable. Very pleased with their knowledge and service
I've always had any questions I had about the solo 401k with a Roth option answered promptly even during the covid19 crisis. I appreciate very much the assistance they have provided. I discovered Broad Financial through my brother in law. He has been using them for years and has been very pleased with how it all works for him.
I am old. Need lots of handholding assistance, advice and guidance with computer processes and how to do processes.
Was able to answer my questions. Very knowledgeable. Great customer service.
Retirement plans, in general, almost force you to invest in the market. But I have always been confounded by the market. I don't have time to study, and without study - and sometimes even with it - it seems like gambling to me! I am thrilled to have found Broad Financial's Solo401k product. I was able to pull my retirement funds out of the market and put it into a rental property. The ups and downs aren't as thrilling as in the market, but I see a clear and steady path to growth.
Operator listened to my question then quickly transferred me to Mark Weissman who answered my question/addressed my concern regarding banks accounts associated with my solo 401K trust. All went perfect. Happy customer...mark
Broad Financial demonstrated a strong commitment to helping and guiding me throughout the process of setting up, understanding and implementing the IRA LLC.
I need to give a special shout out to Joel and Mark of the "support team". They were both consistently responsive, patient, and informative in giving me whatever level of detail and explanation I wanted. Joel provided sample forms needed to set up the LLC's bank account. These samples that Joel gave me, made the "new account opening" process very transparent and easy to follow. Joel and Mark both answered my numerous (and in some cases redundant) questions clearly and patiently.
Real value becomes apparent when you get into the weeds, and need to understand how everything works, and then get it done expeditiously and correctly. Broad Financial has really delivered a level of post-sale customer service and support that has exceeded my expectations, and more specifically, made me confident I had made the right decision to choose them.
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.
Customer service is excellent every time I have called I am greeted with an eager, well informed, polite assistant ready to resolve my issue. Best move I made for my future.
They have an excellent approach to giving solutions to my problems. I now know how to set up my stock brokerage account as well as how to invest in real estate.
Noah was extremely knowledgeable and helpful when I discussed my desire to purchase investment property with funds from my traditional IRA. I highly suggest Noah and Broad Financial.
Mark Weissman has very nice personality, he is patient and knowledgeable and professional, 5 star rating is a must for Mark.
Best
Bruce
Every single time I have ever called Broad Financial, my questions have been answered by the person who actually answered the phone. I have NEVER been put on hold or transferred to other people. The level of customer of service is just astounding. Either their receptionists are completely over-qualified, or they have simply figured out how to efficiently dispatch client questions and concerns.
Very helpful, patient, and personable customer service reps.
I wanted to convert a portion of my 401k into a SD IRA. I have a plan now with Accuplan and called them first to see what I can do with them. I'm still waiting for a return call, email, or snail mail.
I researched other plans and companies and found Broad Financial. Noah and I have had a couple of calls. He answered my questions completely and knowledgeable because I told him I want to make sure I have the correct plan for my needs.
Joel has been very responsive both via email and on the phone.
They always answer your call and if they fail they will promptly call you back they never fail to answer your questions where anyone can understand
Being an engineer getting Bitcoin into my IRA seemed daunting. Broad Financial proved to be very professional. Setting up a LLC and moving money to it was a step by step process that was well documented and went smoothly. I always had quick phone and email contact to answer all my questions to include jumping through the hoops setting up a Prime Coinbase account for the LLC.
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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