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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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Broad Financial has been wonderful in answering all my questions regarding the Solo 401k. This area is new to me and they have been there from start to finish in helping me to get this put together. When you call them, you quickly reach a real person (not a recording directory menu) and you are able to get your questions answered. They also respond back pretty quickly via email. So far, the experience has been very good! I have checked out other firms that offer this same Solo 401k setup, but they were either more expensive in their setup fees and/or their annual fees. It pays to shop around!
Just need to be sure I have a complete understanding. Now that I have been confused by all the legal paperwork...Need to speak to Jay. Going to call in a bit...thanks... all been good so far.
The process was smooth and efficient. It did took a few weeks with mailing back and forth.
Looking forward to building my Self Directed IRA quickly by investing in the Palm Financial Fund, LLC, and their exceptional high rate of return.
I contacted several companies who service retirement account. Jay listened and paid attention to my wants and needs. He thoroughly explained the different options. He was able to expedite the process in less than a week, after it was drug out over a 6 week Time frame. Other firms had quarterly, and annual fees, included many hidden and extra fees on top of the original initiation fees. I am so impressed and pleased with my experience at Broad Financial.
Our rep with Broad Financial was very informative and helpful. We had one thing in mind but he told us about another option that worked even better for our situation.
Jeff and Eva at Broad were awesome. The only trouble I ran into was going to voicemail twice while trying to contact Madison. Also, they do not seem organized at Madison, nor have the detail. They certainly do not match the level of service at Broad.
Great service!
It took several calls to get my answers.
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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