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Business Profile

Retirement Planning Services

Broad Financial LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 6 Customer Reviews

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Review Details

  • William B

    Date: 07/02/2025

    I tell people all the time that the most critical and often ignored birthday is when someone turns 59 and a half. That is when a person can start a self-directed 401 (k) *************** with Broad and roll over managed retirement accounts that include fees, compromised trading platforms, and managers who push companies with ties to the platform, leaving a retirement that is entirely out of your hands. Through the help of Broad Financial, I created my 401 (k) *************** and rolled over my retirement proceeds into non-traditional assets that I can keep on hand, such as precious metals and Bitcoin. Sure, I can still 'trade' by opening a trading account in my 401K Self-Directed Retirement Account's name, but I love the fact that I can take complete control over my retirement. I give Broad Financial LLC's service, staffing, and simplicity the highest grade possible.

  • Shannon F

    Date: 10/23/2024

    The process of setting up a solo 401(k) is easier than going to the grocery store. Its a must for any small business owner. ***** *. was fantastic, very informative and knowledgeable.

  • KELLY P

    Date: 12/12/2023

    Prompt affordable expert service for twenty years. I could not do without Broad Financial!

  • Cliff R

    Date: 11/29/2023

    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

  • Rob T

    Date: 11/15/2023

    Broad Financial made it very easy to set up and manage my **** Customer support for clients is fantastic! So glad I went with BF!

  • David R.

    Date: 08/05/2022

    At Broad Financial, I was able to take my hard earned 401k out of the volatile stock market and take control over my own retirement. Broad Financial was there every step of the way and answered questions that assisted me to the vision I had with a self-directed ***.I cant say enough how easy the process is. Broad Financial is the bedrock, ************* is the structure and *********** is the finished product. Its been two weeks since the self-directed *** LLC was founded and today marks the first day this asset made an investment in real estate. Broad Financial was there every step of the way and their support staff was on hand any time I needed assistance. One call can change your financial future. Give Broad Financial a call and get started on managing your retirement account.

Broad Financial LLC is BBB Accredited.

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