"Finding Broad earlier would have saved me many thousands of dollars, because not only was there an upfront fee (with the other company) that was between 10 and 20%, there was also a monthly fee. So it was very expensive and I couldn’t go in and buy and sell either which was very restrictive. They took a little of my crypto every month for their monthly service fee. Finding Broad Financial was great because, even though I wish I found it originally, it was easy to set up, the help I found was really great, and I could be more self-directed."
"Very pleased with them. I worked with Noah to set up a Solo 401(k) to enable investing a portion of my retirement savings in Bitcoin and related “cryptocurrencies”. This is a fairly esoteric thing to do and until I found Broad I didn’t even know it was possible. They made the paperwork and processes as simple as could be, and explained my options and everything we were setting up clearly. I thought the fee was very reasonable for setting up such an unusual and useful structure. Thumbs up."
"Couldn’t be more pleased. Broad Financial helped me through what I thought was going to be a very difficult process very easily. My friends kept discussing investing in Bitcoin and other cryptocurrencies, and I had a 401(k) from a previous employer. Broad Financial helped me get set up, recommended an exchange and bank for my LLC’s checking account, and did most of the heavy lifting. I was then able to purchase the Bitcoin myself! I’m now a HODLer thanks to Broad Financial!"
“I made the decision to set up the Self Directed IRA – 401K plan through Broad Financial so that I could trade cryptocurrencies in a retirement account. Noah G*****, and everyone else I talked to at the firm, were very patient and helpful with walking me through the steps of the process. It is a little bit of a learning curve setting up accounts with a trust name, but whatever help you need, you will get with this group. I highly recommend them.”
For feedback of our sister company, you can check out Madison Trust reviews and testimonials.
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One Paragon Drive
Suite 270
Montvale, NJ 07645
Phone: (800) 395-5200
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