Broad Financial

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

So far so good. Just a week or two into having my own Solo 401K, but so far things have gone smoothly setting up my trust checking account. Working now with my current IRA holder to transfer funds over to provide initial funding for Solo 401K trust checking account. Hope the good times continue rolling!;-)

Every interaction with Broad Financial has been very pleasant and informative. All my questions have been answered. The process has been explained along the way. The obstacles that have come up have been handled. I am grateful for the professionalism of Broad Financial.

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.

I was with a different self-directed IRA company and didn't like the poor service. They were slow to answer my questions and really just seemed to be inconvenienced by my business. Not so with Broad Financial. So far they have answered my questions in a polite manner and have been very thorough on the process of moving my funds to Broad Financial. I couldn't have asked for a smoother process.

I called with a question and did receive a prompt callback. The binder contained many confusing dos and don'ts many of which were clarified by a phone call to the Broad Customer office. So far I've been very pleased with the help I've received.

After checking around, I found Broad Financial to be straightforward and easy to deal with. I am setting up my checking account now, and my Wells Fargo personal banker was impressed with the detail taken to ensure a smooth process!

The process was smooth and efficient. It did took a few weeks with mailing back and forth.
Looking forward to building my Self Directed IRA quickly by investing in the Palm Financial Fund, LLC, and their exceptional high rate of return.

The process of setting up a self-directing IRA can be very overwhelming. Broad's forte is the ease in how they guide the customer through the process of incorporating, setting up trust, transferring funds to LLC account and banking instructions. By the way, my wife and I now both have SDIRA accounts through Broad Financial. And your support team is equally impressive. Great job!

Broad Financial's products are straightforward and their representatives are knowledgeable and supportive. I recommend them to anyone seeking alternative solutions to their financial and retirement goals.

I have a self-directed IRA with another company and wasn't happy with options and called out of the blue this morning. I happened to get Noah and felt so comfortable with his level of expertise, professionalism and knowledge... that I opened an account on the spot!

Clear, comprehensive product, great price, efficient process, excellent communications and knowledgable staff that could answer all my questions first-time, and with some personality (hard to find these days!) I was delighted with the service I received from Broad Financial have no hesitation in recommending them for your Solo 401K needs.

I had some questions that I had emailed. I received a response that contained links to some articles and had to dig throw the links to find relevant information. It would have been much better to have my answers addressed directly in the email response.

I was using a self directly IRA with a custodian prior to converting to a self directed 401K with Broad Financial. Making the switch was one of the best things I ever did for my financial future. Not only is the team at Broad Financial reasonably priced but they are also extremely knowledgeable. I would highly recommend them.

Jay and Eva have been great at providing expertise when needed and have made the process very easy to follow. Highly recommend The Ultimate IRA for those who want to have more control over their investment portfolio.

I think that for my type of account, a timeline with more specific events and who is actually responsible for each action would have been helpful. Also, possibly adding a single point of contact for questions would bge helpful to future customers.

Each phone and email interaction with the patient and knowledgable personnel at Broad Financial has been prompt and professional. It took me a lot of time, research, and questions to take the initial plunge and I have not regretted it! Follow up questions from my CPA have further clarified and solidified for me that a decision to create a Solo 401k is a smart action to take control of your investments. Broad Financial did a great job walking me through the process and continue to provide advice in a personal, professional manner.

Your IRA's literally sell themselves. My advisor, Noah, was mostly nice and helpful but was somewhat irritated by my newbie questions. Still, he was very helpful describing your self-directed IRAs and all associated fees. I came prepared, and was ready to commit immediately. Noah worked very quickly to get the process started.

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.

First I must explain that I am not a current customer of Broad Financial; I was a client for a brief time about six years ago. I had some complex questions about closing out and rolling over a self-direct Roth IRA.

Even though I was not a client they took the time to listen and understand my question. The had to educate me some to get me to understand the process. The time, concern, proffessionalism was more than most brokers/advisors provide their paying clients.

I recommend them highly based on this interaction and hope to to business with them in the future.

My experience with Broad Financial has been straight forward and easy. Everyone that I have worked with has been knowledgeable and was able to assist me with setting up the accounts and helping with any transfers of funds. I have been a customer for approximately two years and have referred several of my friends to Broad Financial as an option for managing their IRAs.

So far, it has been an easy process. Your literature and binder are professionally prepared and easy to understand. Setting up the Trust Checking Account was clearly explained and required not much effort. We had to get someone outside the bank to notarized the trust documents as the bank said they were not allowed to do that, but we found a helpful notary who took care of it. Now, we are getting out of our old 401K and will be transferring or rolling over the assets there into this new one. Your staff were very knowledgable and helpful. Thanks!

Broadfinancial made opening a self directed IRA relatively easy. They are always available to assist! I really appreciate their knowledge of the product as well as their proactive service of the IRA account.

Jeff and Eva at Broad were awesome. The only trouble I ran into was going to voicemail twice while trying to contact Madison. Also, they do not seem organized at Madison, nor have the detail. They certainly do not match the level of service at Broad.