Reviews Summary

BroadFinancial.com has a 4.4 - star rating from 8 reviews, indicating a high level of customer satisfaction!

5 stars
6 reviews
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1 review
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1 review
Rating (1.0)

About company

Founded in October 2004, Broad Financial initially operated as a private real estate firm, concentrating on East Coast residential, retail, and industrial development. In January 2009, their focus expanded beyond real estate. Now, Broad Financial is a pioneer in Self-Directed Checkbook IRA plans, boasting over 20,000 clients nationwide. The company's stellar client support is underscored by thousands of five-star online reviews, solidifying its reputation as an industry leader. With a diverse portfolio and widespread acclaim, Broad Financial continues to provide comprehensive financial solutions to clients across all 50 states.

Key Details:                                                                  

  • Location: The company is headquartered in Monsey, New York, United States.
  • Founders: BroadFinancial.com was founded by Daniel Gleich and Mervyn Klein.
  • Foundation Date: The company was established in the year 2004.

Customer reviews

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(5.0)
Broad Financial came highly recommended

Broad Financial came highly recommended by a colleague of mine when I was exploring options for setting up a self-directed IRA with checkbook control. Jeff Astor, the representative I dealt with, was patient in addressing my numerous questions during the research phase. The process of creating my plan and initiating the SD IRA was smooth and uncomplicated, with a straightforward account application. Throughout the journey, I found their customer service accessible, and the staff members I interacted with were pleasant and willing to assist. They demonstrated a commitment to providing solutions, promptly addressing any inquiries I had. What stands out about Broad Financial is their transparency and simplicity in fee structure, a refreshing departure from the complexities often associated with other self-directed IRA companies. In a landscape where navigating through the abundance of online information about self-directed IRAs can be intimidating, Broad Financial has been a reliable and reassuring partner. I anticipate a fruitful and enduring working relationship with them based on the positive experiences thus far. If you find the prospect of a self-directed IRA daunting, Broad Financial provides a reassuringly straightforward path.

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(1.0)
This company proved to be a devastating facade, causing the loss of my life savings

This company proved to be a devastating facade, causing the loss of my life savings. Frustratingly, they offered only excuses and feigned ignorance about the disappearance of my funds. Enter FiordIntel—a savior found through Google. They efficiently pursued the recovery of my losses, proving to be the genuine support I desperately needed. Thanks to FiordIntel, I emerged from the financial abyss, and their commendable efforts are worth acknowledging. Grateful for their intervention and commitment to rectifying the damage caused by the deceptive company.

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(5.0)
I'm pleased to commend Joel Galkin for his outstanding work

I'm pleased to commend Joel Galkin for his outstanding work in managing all aspects of Halo Dog LLC. His competence in handling tasks has been superb. Looking ahead to closing my LLC in 2024, I have full confidence in Joel to efficiently navigate the process and fulfill all requirements. Grateful for his expertise and commitment to ensuring a smooth business transition.

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(5.0)
The company really helped me

The company really helped me out when I needed to set up a brokerage account for my SDIRA LLC. B.F. was the only one who knew how to do it. Alex guided me through each step, and I could reach him by phone or email whenever I had questions. He even checked over my forms to ensure they were filled out correctly. Their customer service was excellent!

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(4.0)
I rang up with a basic question.

I rang up with a basic question. Their system said they were busy and promised to return my call. Joel called, but I missed it, so he left a message with his details. I called back later, he picked up, and we chatted briefly. He clarified my query. I wish all customer service was as straightforward as this!

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(5.0)
The team is very smart and supportive.

The team is very smart and supportive. They are always there and give helpful advice and insights. I had team members contact me to make sure I got the next steps in the onboarding process.

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(5.0)
Eventhough it took a day for someone to call me back

Eventhough it took a day for someone to call me back, my questions were answered and the customer service representative was knowledgeable and friendly. This is a great product!

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(5.0)
Alex Pittler made sure I recieved the help

Alex Pittler made sure I recieved the help I needed following up with me until the process was complete. Recommend to others who need LLC help.

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