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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.
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I'm a novice when it comes to investing. The Broad Financial team has been instrumental in educating me and guiding me through the process of setting up a Self-Directed Roth IRA. The service is friendly, highly responsive and genuinely educational. They will take the time to educate and help you to achieve your personal goals!
Quick accurate answers. Corrected one issue during setup with no additional fees.
Very knowledgeable and excellent customer service
You guys are always available & very helpful!
I had a few questions about my account and received excellent customer service. I highly recommend Broad Financial.
Excellent service.
Excellent customer service whenever I have a question on my 401K solo! Always get a live person to talk to and they are extremely knowable about all areas of the 401K solo.
I opened my self-directed Ultimate IRA in January of 2018 and I am very pleased that I did. Opening and getting it funded went very smoothly. The Government rules are strict with financial penalties for violations but Mark Weissman and others at Broad Financial have always been available to keep me from violating the rules. Broad also knows banks and investment firms familiar with self-directed IRAs and their recommendations of such firms have proven to be invaluable. Although Broad Financial does the heavy lifting with set-up and operating guidance, Madison Trust Company has been great to deal with as well. I highly recommend Broad and Madison and respect their advice with regard to my Ultimate IRA.
Efficient, professional help.
I am extremely happy with my recently forged relationship with Broad Financial.
We have had numerous communication exchanges in the last few months, since I started my checkbook IRA process. This covered interacting with four/five different people at different times. It included initial on-boarding, as well as subsequent support. Without exception their responses have been timely, thorough, and delivered with patience.
Oh - and the LLC creation was a breeze.
If I had to start the process all over again, I would do so with Broad Financial without hesitation.
The call was picked-up quickly with no hold time and the information given was clear and actionable.
What more could one want?
My LLCs creations were swift, simple, and thorough. All I needed to do was come up with some names and go find a bank for my checking accounts. If you want or need to aet up a self directed IRA, Broad Financial is who you want to do it with.
Got this taken care of on a Friday evening, Noah went the extra mile.
Knowledgeable professional and courteous assistance provided.
I have contacted BroadFinancial several times this week on different matters they were extremely professional. Also helped me out. Spoke my language so I would understand. Very precise. So happy I chose this company.
Prompt, detailed, responses to ongoing questions.
Was able to speak with a representative who answered my questions the first time I called. Very professional and made me feel appreciated as a customer.
Always there to answer any questions.
I've been dealing with Broad over the past several years referring clients to them. Everyone has been extremely satisified. I finally decided to open an account for myself and was pleasantly surprised to have my expectation exceeded in terms of knowledge, helpfulness and most importantly, patience.
I've always had a very positive experience when calling Broad Financial.
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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