Overview
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.
I had some complicated IRA issues and really thought I was hosed. It was nothing short of a miracle that I found Broad Financial. Avi Kaufman could not have been more professional, pleasant and knowledgeable in recommending the perfect product for me. My Solo 401k was up and running within five days. I can confidently recommend Avi and Broad. And, I'm not a shill.
Overall it was a good experience. I guess I was maybe expecting a little more like some sort of one on one walk thought of the process in an online meeting or at least a video explaining the process for my specific plan I purchased. I had some issues setting up my trust with the bank I chose as I had sent the wrong set of plans to the bank.
Over all my experience was good & everything happened just as advertised. It would be better if I could do more on-line management of my Broad Financial/Madison Trust account. The IRS Form 5498 was very late arriving.
Avi was very informative and guided me thru the process of choosing which plan was the best fit for my specific needs. The team responded quickly to all of my questions and I had the binder in just a few days. All of the information is well laid out, and easy to understand. Included is a separate folder with all of the bank documents which made setting up the new checking account very easy, and all of the forms I needed to have my IRA funds transferred to my new account are included with instructions on how to properly fill them out. I highly recommend Broad Financial.
I would have been disappointed with the service had it not been for Jeff Astor providing a quick answer to a VERY important rollover question. I called the customer service line and was told only one person could answer my question and would be out for holiday until the middle of the following week. I emailed Jeff and he provided me the information I needed to proceed with getting my rollover initiated. Thank you, Jeff.
I find encouragement that each time I have called Broad Financial I have had capable, caring, knowledgeable, and courteous guides. My opportunities for prompt attention and availability of professionals to communicate with have continually been satisfying and reassuring.
I was aware of self directed retirement before, and recently have done well with Crypto investments. Broad Financial made it very easy, and very affordable to get my self directed IRA setup. I only wish I had done this years ago.
I am still in the early stages of setting up my Checkbook IRA and everything seems to be going along as I was told it would. I am very happy with the binder I received. It was very helpful to me. I like things organized and this binder is perfect. I am looking forward to setting up my LLC checking account and making a real estate investment.
Because we are all so very busy we think a good service may be considered a rare treat! But...thanks to Broad Financial and the excellent service provided by Noah Grodko he is the benchmark for great customer service! Noah's attention to detail, great communication skills, guidance in understanding all the aspects of 'Self-Directed IRAs' I was able to make a decision to move forward with 'Broad Financial'. My intention is to use the self-directed IRA to purchase an investment property. Noah, I appreciate your consideration, guidance, help and your time. I will be recommending Broad Financial to my colleagues. Thank you again.
It was great that I could hand the folder to bankers, and let them read what was needed. I received compliments on how thorough the documents were. Since it took a few tries to find the right bank, having the folder made the quest less frustrating.
Broad Financial offers excellent products and great service. Through their self directed IRA, I was able to invest in several companies that I believe will have a great impact in our world. Without Broad Financial, I would not have been able to invest in these companies. I also appreciate the friendly customer service...always willing to answer questions!
Got through to a knowledgeable and helpful agent on first try, within a minute. I've been with this company for over 5 years and that's always been my experience. Very impressed with this organization.
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.
My experience With Broad Financial Has been excellent. They went through the whole process with me and made sure I understood the process. If I had questions about any thing they were there to help me.
I would recommend them to any one wanting to open a self directed IRA.
I thank Broad Financial support team for being wonderfully diligent in helping resolve my concerns promptly and in a very helpful manner. I would like to mention Joel Galkin who has been very helpful in attending to my queries and provide answers back which were helpful for me. He has been very dedicated in doing the needed tasks to respond to my requests in an efficient manner ensuring a quick turnaround time. Thank you Joel, keep up the good work!
So far I am very pleased with the support and information I've received from Broad Financial. Their process to was efficient, and easy to understand. This is a great option for someone who wants more control over their investments and for a small business owner such as myself. My only frustration is that some major banks don't accept this kind of Trust Account (not B of A, Chase, Citi) here in California. I just opened an account with Wells Fargo but they are not necessarily my favored ban
When I received my binder for my Trust that was established the binder rings had broken off the folder during shipment. I reported it to BF and they immediately remedied the issue by sending me a new binder. Thank You Broadfinancial.
I have not had any concerns about using Broad Financial for my Solo 401K needs.
I have found that there is always someone available when needed that is knowledgeable, professional and willing to work with you through what ever your needs may be.
I moved to Broad Financial from another Custodian that tried raising fees for what they claimed as "book keeping" fees that I found to be unnecessary. Although the initial setup fees are not the cheapest, the yearly fees are among the cheapest to maintain the account which gives you year long support for whatever your needs may be.
I now have checkbook control of my funds where now looking back the only thing I can say is, what took me so long? Take control of YOUR money today, and never look back and wonder if(when) the market is going to take away your retirement over night!
My experience with Broad Financial and Noah Grodko has been very positive to the point where I have referred them to many friends and family. Several new accounts has been opened because I could honestly say they are so friendly and professional. And we have saved money!
Very straight forward and professional assistance with a very complex and technical topic.
Very happy with the service as it has enabled me to align my investments (real estate) with my financial goals (monthly income and balance left for my wife and children).
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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