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February 2024 by James Gerfin
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!
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January 2024 by Scott Evans
They made the process very easy and provide outstanding ongoing support!
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December 2023 by KELLY P
Prompt affordable expert service for twenty years. I could not do without Broad Financial!
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November 2023 by Cliff R
My first self directed **** Broad Financial (BF) proved to be expert in guiding me through the process and setting up my trust. Their website is excellent in stepping me through the process. Their support staff answered my questions quickly and correctly. I had no issues or complaints. I recommend BF to anyone wanting to set up a trust. I was able to meet my deadlines in purchasing a rental property thanks to BF's expertise and rapid assistance.CR
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November 2023 by Rob T
Broad Financial made it very easy to set up and manage my **** Customer support for clients is fantastic! So glad I went with BF!
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November 2023 by Signature Transport LLC
Great Products.Staff is very knowledgeable and very informative.Interaction with them is a pleasure!
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October 2023 by Keith Manwaring
I had a great experience during a recent call and subsequent email exchanges with Broad Financial Client Support Associate, Anne Kennedy. Responsive, knowledgeable, professional service including follow up contact to make sure all my questions were answered. Anne is a credit to Broad Financial and is deserving of this mention.
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October 2023 by Scott Huebner
Broad Financial set up our Solo 401K, over 5 years ago. We've been very happy. Whenever we call with a question, they've been helpful. Today we called asking; when the time comes, how do we handle RMD? Ann was both patient and helpful. Thank you, Ann.
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August 2023 by Emmanuel Kolluri
Ann Kennedy is very helpful and her knowledge about the product and the company. She was exceptionally helpful! Thnx Ann.
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August 2023 by Daniel Oberreuter
I couldn't recommend a company more highly. We had a complex group IRA LLC that we needed to create for a real estate purchase. Jeff Astor was incredible in getting us started and Alex Pittler was equally helpful in writing up the LLC. Both of these individuals were extremely knowledgeable, helpful, and responded quickly. This was the best customer service I've received in a very long time.
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August 2023 by Brian M.
Anne responded to my questions and provided the help I was looking for. I was able to address the hurdles and get my business established without much delay. I appreciate the help and would recommend Broad Financial to others.
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March 2023 by William Robey
Alex was very helpful with my query. She seemed knowledgeable about TreasuryDirect and answered all of my questions. Thank you Alex for your professional advice and guidance. Rgds, Southport Holdings LLC / William Robey
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February 2023 by Nasser Vaziri
Outstanding service and customer support.Alex, Thank you for a job well done! Appreciate it very much.Nasser
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January 2023 by Jennifer Breitbach
Broad Financial has been very helpful in getting my Self Directed Trust up and running so I can use my retirement to invest in properties.
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December 2022 by Rick George
Always super responsive and helpful when I have questions or need help on other forms I need to fill out. The entire team there is great to work with.
