How do our customers feel about us?

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!

Broad Financial is the industry leader when it comes to self-directed retirement plans. And it’s not just because we offer great products at competitive prices. It’s because, with thousands of satisfied clients in all fifty states, we are a tried and tested company, backed up by our A+ with the Better Business Bureau.

People shopping for the right plan 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.