Broad Financial Reviews 11

Fantastic team! I feel I am in safe hands!!

Joel was very helpful and patient with me and my questions. All my questions were answered with now phone call. I am vey thankful.

All the Broadway Financial team are helpful and timely in their response. They answer our queries with patience.

Very fast and practical response with proactive trouble shooting included! Super helpful! Thank you, Anne.

The Broad Financial staff has always been incredibly helpful. They answer every question thoroughly and promptly. No question is tooelementary for them to answer. Would highly recommend!

Joel was very knowledgeable and responsive to my needs. He was able to guide me through a fairly involved process with multiple changing requirements. He was patient and understanding and helped me with all the required and optional documentation that I needed to complete the task.

Every staff member at Broad Financial has been extremely helpful to me over the past ten years. Always quick to answer questions, handling my needs professionally and efficiently. I highly recommend them for Solo401k plans.

The agent was very professional and well informed. She was happy to instruct me in all my options and followed up with help to accomplish my goals.

They are quick to respond and quite helpful in answering all your questions. Love it.

I needed a help with a form for taxes. A Broad Financial representative emailed the form to me, completed with all pertinent information, in less than an hour.

Setting up a self directed IRA through Broad Financial couldn't have been easier.