Broad FinancialReviews 831

I like the fact Broad financial writes everything in detail on their website. If you have never been into investments, then I guess it's not a big deal with such a website and customer support. Moreover, you can pass a special quiz to choose the best plan for your needs.
I like there are no asset based fees, traditional and roth IRAs are available on every of presented plans with checkbook control + transactions are completely free. You can even choose the bank which you wish. There are tons of pluses of using services of Broad financials. Don't hesitate, start building your future with these guys!

Jeff, Joel, and the entire staff over at Broad Financial have been very informative, insightful, and attentive. Making this move to a self-directed IRA with checkbook control is one of the best things I could have done to take control of my financial future. There is a learning curve, but as with anything, the amount of time you put into it is what you get out of it and it's WORTH IT! This self-directed IRA has put control of my investments back into my hands. Now I'm able to TRULY diversify into other asset classes without the limitation presented by traditional 401K's. I'm excited to reap the rewards of my new financial freedom!

Broad Financial was recommended to me by a colleague. She recommends them to everyone looking to set up a self-directed IRA with checkbook control. She put me in touch with Jeff Astor and he patiently answered my many questions while I was doing my due diligence and creating my plan of action to set up and put my SD IRA to work. Once I was ready to go, the account application process was smooth and straightforward, but I was able to quickly get in touch with customer service along the way if I had questions. Every staff member I've spoken with has been pleasant and eager to help. If they don't know the answer they find out and get back to me or refer me to the appropriate person. There have been no surprises and their fee structure is simple which is not true for many other self-directed IRA companies. I can't speak highly enough of Broad Financial and look forward to a long and rewarding working relationship with them. If you're considering a self-directed IRA, it can be a bit scary and confusing to navigate all the information available online. Broad Financial gives you the support and knowledge you need to confidently take charge of your IRA investments.

After making a deposit, I found that I was not receiving the same level of success with the other areas of their service. Specifically, obtaining refunds became a challenging task, and there were requests for additional funds, which made me skeptical about the legitimacy of the service. Consequently, I decided to switch to fundlabllc,com as they have a reliable platform that consistently provides payouts.

My experience with the previous service was disappointing, to say the least. Despite making a deposit, I did not receive the same level of success with their other services. The process of obtaining refunds became increasingly difficult, which led me to doubt the authenticity of the service. I started receiving requests for additional funds, which further fueled my suspicion that I was being scammed.

After much contemplation, I decided to switch to fundlabllc,com, which has a reputable platform known for providing consistent payouts. Since making the switch, I have had a much better experience with their service. The platform is user-friendly, and I have not encountered any issues with obtaining refunds or receiving requests for additional funds. Overall, my decision to switch to fundlabllc.com has been a wise one, and I would highly recommend their services to anyone seeking a reliable and trustworthy investment platform.

My experience with Broad Financial, Madison Trust and Solera Bank has been exceptional. I have a Roth and Traditional IRA with iTrust Capital which has been good, but limiting. Broad Financial provided the process and directions on how to do this correctly. All the agents I worked with at all three organizations were knowledgeable and timely in their help. It does take time and there are fees to consider, but anyone wanting to self direct their IRA should use this process.

I transitioned some of my retirement assets to a Self Directed IRA with Broad Financial because I wanted to invest in local real estate. Broad has been great to work with over several years. The initial establishment of my SDIRA was done efficiently and I have been able manage it myself, follow the IRS guidelines, adhere to reporting requirements, and increase the value of my investments. Broad has been there all along for any questions I have had along the way. They are extremely responsive when I reach out to them. The service fees are very reasonable given the value they provide. I happily recommend Broad if you are considering a SDIRA.