Broad Financial

I've always received excellent customer service whenever I contact Broad Financial for assistance with my Solo 401k account. I would definitely recommend them to anyone looking to rollover their 401k money to a self directed account.

Got through to a knowledgeable and helpful agent on first try, within a minute. I've been with this company for over 5 years and that's always been my experience. Very impressed with this organization.

I set up a solo 401k through Broadfinancial several years ago and am glad to say that I've always received knowledgeable support the few times I've had to call in with questions.

They have all the information when needed and get documents to you with ease. Very happy I selected Broad and Madison Trust!

I initiated a telephone request the day before after closing. I received a call back the following morning. Joel from BF was able to answer my questions, he was professional and polite. His service was much appreciated.

I have been with your company 5 years now and was thinking of moving my account to someplace here in California. It's not a large account but your staff treats me like it is a billion dollars. Whenever I call everyone is so professional and courteous. In this instance the help from Joel was the best I could ever expect. When I ask a question and he was not sure he said "Let me check that for you and I will get back to you with the correct information". I valued that statement. Then he was sure to deliver accurate information and was able to help me complete my LLC once again. His assistance is much appreciated. Oh and it is also the reason I chose to stay with Broad Financial.

I originally set up my acount with Broad Financial over 7 years ago to participate in some oil and gas opportunities. BF was the most recommended and most professional of the groups I spoke to. The on-boarding process was quite professional and very painless. I recently called them to see if I could use this account to invest in cryptocurrency. They not only could immediately answer in the affirmative, but sent me literature on how to set up an account with Coinbase so I could purchase and trade cryptos.

Two weeks ago, I was asked by an associate who I used to set up my self-directed IRA, and I promptly recommended Broad Financial, and would do so again.

I thank Broad Financial support team for being wonderfully diligent in helping resolve my concerns promptly and in a very helpful manner. I would like to mention Joel Galkin who has been very helpful in attending to my queries and provide answers back which were helpful for me. He has been very dedicated in doing the needed tasks to respond to my requests in an efficient manner ensuring a quick turnaround time. Thank you Joel, keep up the good work!

They set me up with an LLC and EIN without any hassle. When I got a form to fill out from New York State about tax they emailed a pdf that explained clearly how to fill it out. I feel well cared for.

Professional, courteous and quick to answer my questions. Great follo-up. Highly recommend this company

I have always had a pleasant experience dealing with my Broad Financial representatives getting my questions answered in a respectful way.

I had a concern about my self directed IRA held by Fidelity being considered an investment account(and not an IRA) and I called and spoke to Mark who reassured me that all was well and it was considered a disregarded entity due to the fact that the LLC was owned by the IRA.

Very knowledgeable about a variety of subjects, no question, no matter how trivial goes unanswered. Greatly appreciate their support.

Your IRA's literally sell themselves. My advisor, Noah, was mostly nice and helpful but was somewhat irritated by my newbie questions. Still, he was very helpful describing your self-directed IRAs and all associated fees. I came prepared, and was ready to commit immediately. Noah worked very quickly to get the process started.

I honestly couldn't be happier with the customer service I received. My father recently passed away and I am in the middle of trying to shut down and amend accounts and the customer service was amazing- so helpful and patient with all of my questions. THANK YOU!

Always return messages in a timely manner if unavailable. Very pleased with their knowledge and service

I am old. Need lots of handholding assistance, advice and guidance with computer processes and how to do processes.

I've always had any questions I had about the solo 401k with a Roth option answered promptly even during the covid19 crisis. I appreciate very much the assistance they have provided. I discovered Broad Financial through my brother in law. He has been using them for years and has been very pleased with how it all works for him.

I wanted to convert a portion of my 401k into a SD IRA. I have a plan now with Accuplan and called them first to see what I can do with them. I'm still waiting for a return call, email, or snail mail.
I researched other plans and companies and found Broad Financial. Noah and I have had a couple of calls. He answered my questions completely and knowledgeable because I told him I want to make sure I have the correct plan for my needs.

They always answer your call and if they fail they will promptly call you back they never fail to answer your questions where anyone can understand

Being an engineer getting Bitcoin into my IRA seemed daunting. Broad Financial proved to be very professional. Setting up a LLC and moving money to it was a step by step process that was well documented and went smoothly. I always had quick phone and email contact to answer all my questions to include jumping through the hoops setting up a Prime Coinbase account for the LLC.

One month!

One frustrating month. One disappointing result after another. I gave up hope of finding a better way.

In 2017, I started investing in cryptocurrencies. The money I used was my own. 50+ investments later I now feel comfortable to invest my retirement assets in the space too.

Nevertheless, the Bitcoin-IRA providers of the world made me feel dumb. They not only want you to pay outrageous transaction fees ranging from 6%-12%, but also want you to pay them an annual custody fee of %1 of your assets under management. They then try to convince you that it's a great deal. Yes, it's a great deal for them, not for you, the investor.

Cryptos can increase in value by thousands of a percent – turning a $100 investment into $30,000. Make ten $100 investments and you're paying custody fee of $10 today. Yet tomorrow, you could pay $3000. Ouch!

Even if you were to sell your crypto, you're still sitting with $300K in cash inside your retirement account that you still have to pay the annual custody fee for. If you're not close to retirement, and made no other winning investments, your $300K gets eaten away until it's gone.

Broad Financial makes you feel amazing. It doesn't insult your intelligence. It exercises simple common sense. It gives you the power to establish a trust that lets you not only take ownership of your retirement accounts, but also invest those accounts in whatever you'd like.

The only fee is a one time setup fee of <$1000 (legal work) and an annual maintenance fee of $149 / year. Paying ~$150 / year is a fair price for this awesome new superpower.

Thanks Noah Grodko, Joel Galkin, and the rest of the Broad Financial team!

I'm a novice when it comes to investing. The Broad Financial team has been instrumental in educating me and guiding me through the process of setting up a Self-Directed Roth IRA. The service is friendly, highly responsive and genuinely educational. They will take the time to educate and help you to achieve your personal goals!

I had a few questions about my account and received excellent customer service. I highly recommend Broad Financial.

Excellent customer service whenever I have a question on my 401K solo!!! Always get a live person to talk to and they are extremely knowable about all areas of the 401K solo.