I had a great experience. Both Broad Financial and Madison Trust were highly responsive. Anne Kennedy was very knowledgeable and helpful. I would highly recommend!
January 2024
They made the process very easy and provide outstanding ongoing support!
December 2023
Prompt affordable expert service for twenty years. I could not do without Broad Financial!
Broad Financial specializes in Self-Directed IRAs and Solo 401(k)s with Checkbook Control. Our plans enable users to transfer their retirement funds to a bank of their choice and invest in alternative assets not available on most traditional IRA or 401(k) brokerages. Our clients have used our plan to invest in all kinds of real estate, Bitcoin and other cryptocurrencies, tax liens, and more.
