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“Exceptional Service and Flexibility with Broad Financial's Solo 401k
I have been consistently impressed with the reliability, flexibility, and outstanding support service provided by Broad Financial. Joel and the entire team have been fantastic. Any query I have sent is responded to by email in a professional, compliant, and kind way, often in less than 42 hours.
The true value lies in the specific structure of the Solo 401k, which offers a level of flexibility and investment options that a traditional retirement account simply would not allow. This includes the ability for multiple types of contributions and a wide range of investment choices, which has been crucial for my financial strategy.
I highly recommend Broad Financial to anyone looking for a self-directed retirement solution supported by a responsive and expert team.
Thanks, Joel and team!
Juan”
“Joining TA has been one of the best investments I’ve made….for myself and for my 16-year-old son. I’ve had a passion for years to understand the markets, read charts, and ultimately become a professional risk manager.
Special thanks to the entire Ridgefield Park team and my guy Khalil for all the guidance and support. Grateful for the lifetime access, the knowledge, and the new friendships with people on the same journey.”
“The entire staff is lovely.
Julia and Nelly always very helpful and friendly.
Front girls Mariafe, Walquiria and of course Marija Durovic always provide best possible service.
Very satisfied with this team.”
9AM - 6PM
1 Engle St, Englewood
Investing
“I'm a customer of Englewood PNC for 35 years. I love the staff especially Judy. I don't want her to leave and go back to Ridgewood. She is too valuable for Englewood PNC branch.”
9AM - 5PM
353 Broad Ave, Leonia
Investing
“I've created four accounts here over the last several years, and use the app, ATM, and tellers quite often. I have never been disappointed with any interaction I've had at the Leonia branch. Specifically, Nellie, and Lena are outstanding and always willing to go the extra mile. Kudos all around.”
“It was the biggest Blessing ever to open an account at Wells Fargo bank at Riverdale Avenue, Thanks for the excellent, Professional and Pleasant Services that they have.”
9AM - 6PM
113 Main St, Hackensack
Investing
“I need a new card and I went in I was helped by Emely. She was such a sweet heart and extremely helpful. Made the process quick , easy, & simple. Thank you again.”
“I have to give "Fidelity Investments" 5 stars because there is nothing better than speaking to a human being that's so courteous and very helpful. It was a 1, 2, 3 situation.”
8:30AM - 5PM
2308 Broadway, New York
Investing
“I want to personally thank Novaughn Miller at the uws branch who not only went above and beyond to help is open an acct for a new
Notforprofit but also went above and beyond to figure out why a check that was 'deposited' somehow ended up in the wrong account and then made numerous calls to
Resolve it quickly and correctly. He is diligent intelligent and a pleasure to
Work with.”
“Popular bank, I went to open an account and Ms. Brenda Perez she was very helpful and very pleasant. Great customer service, great service. They are awesome company very loyal and caring they have gone above and beyond through the covid 19 they are understanding and help in anyway the can. Happy customer!!”
9AM - 6PM
150 60th St, West New York
Investing
“I recently opened a new bank account and I had the most pleasant experience with the branch manager Josephine! She was so warm friendly and helpful during my visit I felt so grateful for her assisting me. She gave me knowledge of so many bank account options and I will absolutely refer my friends network and family to this branch specifically. They were all extremely professional and polite! Thank you again for such a thoughtful and helpful experience!!”
“My bank is PNC Secaucus and I can't say enough about Kelly she is amazing and so helpful. She made it so easy for us I really appreciate that she was willing to help. Also Nancy the teller is wonderful help me find another bank quickly when no managers were there onsite. Sent us to hackensack PNC and Joseph was very helpful”
8:30AM - 5PM
155 NJ-17, Paramus
Investing
“I had 1 phone conversation and 2 visits to the Charles Schwab office in Paramus NJ with Michael Valenza to move my 401k from my retirement job to a rollover IRA. Both my visits were great..He set up a account for me with no problem..Was very helpful in a new strategy with my retirement funds ..we talked about my RMD in the near future and said he would be more than helpful in the future..great employee”
“Came to open a bank account. The staff was very helpful and worked well with our questions and small hiccups. This place can get packed so it's best if you get here earlier than later. They have security and three ATM machines. The establishment is clean and orderly. Staff are professional and knowledgeable. Their legal department does not work on the weekends. Yes, everyone is bilingual.”
9AM - 4PM
4043 Broadway, New York
Investing
9AM - 4PM
374 E 149th St, Bronx
Investing
“I like the place the people treat you like famaliy but they should open today cause you have people like me that don't have atm card so I been without money since yesterday I will have to wait until Wednesday that is not right please consider us people without a atm card”
9AM - 5PM
4206b Broadway, New York
Investing
“It’s a mini-branch, not a full branch. Two ATMs that can deposit checks and cash and two attendants working on things like loans and cards. It’s not a full bank location, but it’s good for 95% of the stuff you need to do at a PNC”
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“Never had issues at this branch. The staff handled my transactions quickly and with care. They were professional and kind- something missing from the banking experience these days.”