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Broad Financial Reviews Summary
Broad Financial has a rating of 4.3 stars from 831 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 4th among Personal Finance sites.
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The Broad Financial team and the Madison Trust team are top notch. Quick and accurate responses to all my questions and needs, whether by phone or email. Proactive communications to let me know they received my paperwork, steps were completed, what's next, etc. I am impressed.
Andy
I was with a different self-directed IRA company and didn't like the poor service. They were slow to answer my questions and really just seemed to be inconvenienced by my business. Not so with Broad Financial. So far they have answered my questions in a polite manner and have been very thorough on the process of moving my funds to Broad Financial. I couldn't have asked for a smoother process.
Bad I was not informed that the form I had sent was dated too far out. I called to investigate why it hadn't processed yet.
Hello@ Broadfinancial services! I, Bonnie Perkins want to thank you for all of your HELP, when I called about a "PROBLEM Of OUR OWN" (our fault) that I had with the funding of our IRA.
WE HAVE NOTHING BUT "SINCERE PRAISE" FOR ALL OF THE HELP[ YOU AND YOUR STAFF GAVE ME AND MY HUSBAND TO PUT OUR MIND AT EASE!
We now look forward to a "BRIGHT FUTURE" WITH THE IRA THANKS TO BROADFINANCIAL!
Respectfuly,==Bonnie & Walter Perkins!
Great experience and customer service.
So far so good
To date Broad Financial has done everything promised. My experience has thus far been pleasant.
Excellent
This process could only be better by me paying more attention!
I am a process improvement consultant and it is so refreshing to see such a lean business model. Lucky me to have found you!
Thank you for the great advice and service. I look forward to continuing this great self investing track in my life with Broad Financial!
Jay is great. He responded quickly to all my questions.
Very fast process. Excellent customer service!
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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