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Our Experts Are Available 10AM-6PM ET Mon-Thu, 10AM-4PM Fri
Schedule A Call or Leave a Message

Broad Financial Reviews and Testimonials

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Broad Financial Reviews and Testimonials 2018-09-20T16:50:20+00:00

How do our customers feel about us?


Here are a few of the latest Broad Financial Reviews from the Better Business Bureau:

"Very pleased. Broad did what they promised and did so promptly. They kept me posted at each stage of the process setting up and funding the LLC. Responsive when I had questions. If you want a self directed IRA this is a good place to go."

- Tom, August 20, 2018

"FANTASTIC IN EVERY-WAY! I was a skeptic at first but I was so pleasantly surprised by there service and PROFESSIONALISM. NOAH my agent-sales person was wonderfully helpful and always polite.I especially liked their organized binder that made dealing with all the other financial institutions SO MUCH BETTER. I wish they all could take lessons from Broad financial. Thank you from Pat in TEXAS"

- Patrick, July 5, 2018

"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."

- Carol D., July 4, 2018

"Great customer service!"

- Barry, July 6, 2018

We also have a 4.1 rating on Google:

"Very helpful team. I had a call with Jeff, and he was thorough in telling me what exactly I could invest in with a self directed IRA. Easy process, I totally recommend for anyone looking to make the leap into self directed retirement investing!"

- Michelle, July 20, 2018

For a review of Broad Financial's Bitcoin IRA, we would recommend this post on Reddit, entitled "My experience buying bitcoin in an IRA," or this video.

The Broad Advantage

In this fast-paced, increasingly complex world people are looking not just for great products but great companies – companies they can trust. The search for the right company is nowhere more vital than when it involves your hard-earned retirement money or a simplified employee pension plan!

Broad Financial is the industry leader when it comes to Self-Directed retirement plans. And it’s not just because we offer a wide range of great IRA and Solo 401k products at competitive prices. It’s because, with 1,000s of satisfied clients across all 50 United States, we are a tried and tested company, backed up by our A+ rating with the Better Business Bureau.

People shopping for the right plan for their retirement investment often don’t realize that the most important part of their decision-making process is to find a company that a) is available to answer their questions and b) is capable of answering their questions. At Broad Financial, our years of experience mean that we have accumulated vast institutional knowledge to answer your questions on the spot. And we retain two of America’s leading ERISA firms – attorneys that specialize in retirement law – which means we can ask them complex questions at no cost to you.

In a world of fly-by-night, bargain-basement internet startups often serviced by a person or two working out of a basement, responsible people want to know that they are dealing with a real company. Broad Financial is the only company offering the Checkbook IRA in conjunction with its own trust company, Madison Trust. That means Broad Financial doesn’t have to outsource your IRA’s custodial functions, so we communicate seamlessly with our sister company, making your customer service experience smooth. But even more importantly, the fact that we’re associated with a company that passed the federal government’s long, rigorous process of qualifying as a trust company speaks volumes about our integrity and overall financial stability.

The bottom line is that Broad Financial is a reputable, competitively priced, customer-service driven leader perfectly positioned between seasoned but high-priced, impersonal conglomerates and unproven startups. Don’t be fooled by bargain basement claims. If it sounds too good to be true… it probably is.

Do your due diligence. We’re confident that the more you dig beneath the surface, the more you’ll uncover and understand the Broad advantage, that Broad Financial is a real company you can trust, and help you better than anyone navigate the waters of your self-directed retirement journey.

Here are a few of the latest reviews from Shopper Approved:

Lysa- FL, United States
17 Jun 2016
I am very impressed with the customer service I received from Jay Goldblatt. He is a very knowledgeable representative and helped me understand the process of opening my 401K Ultimate Solo. The product is genius and we are very happy to have it. It fits all of our needs a property investors. All of the staff I have dealt with have been very helpful and friendly. I highly recommend Broad Financial and have been telling all my friends Jay and the company. I highly recommend!!


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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