Overview
Broad Financial has a rating of 3.8 stars from 33 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention and customer service. Broad Financial ranks 4th among Personal Finance sites.
I have spoken to Anne Kennedy several times over the last couple of years...she is absolutely the best.always professional, spot on with her responses and with a friendly voice. I understand things can get quite busy but I wanted to point out Anne's great work
It was pleasure working with the staff at BF, it took about a week to get my retirement account company setup. I am informed of the progress along the way. It was a great experience.
I consistently get the highest quality customer service from Broad Financial. The Solo 401K we set up is new to us so I've made a few calls to Customer Service. Ms. Anne Kennedy answers the phone right away (wow!) and is always extremely well-informed. And thorough in her explanations. What a pleasure it is working with Anne. There are no words for our gratutude to Broad Financial and Anne Kennedy for the superb service all around! 10 out of 10 Broad Financial, you are nailing it in the Solo 401K business. Thank you!
In my most recent phone call in September of 2024, the staff was knowledgeable, professional, patient and answered my questions in just a few minutes. Their annual updates are very helpful as well and worth the cost.
We had a great experience working with the team at Broad Financial in helping us set up our LLC for our SDIRA. We'd highly recommend their services!
Both Anne and Jason have been great and I have learned a lot from them. Also the webinars have been very informative
My husband and I got lucky when looking for a way to roll over a sizeable 401k after my husband left his company after 28 years. From beginning to end, Broad Financial helped us to set up everything we needed to preserve and help us grow our money. Hands down, the best decision we could have made. It's not 'one and done' with them: they stay with you long after you've become a client.
Very knowledgeable and helpfull staff. Team is always available and provides good advice and insights. I had staff proactively reach out to me to ensure I understood the next steps in the onboarding process
Moving money around from one institution to another in an IRA LLC is a complicated process for a financial novice like me. Anne provided the key answer that simplified the process.
I like the fact Broad financial writes everything in detail on their website. If you have never been into investments, then I guess it's not a big deal with such a website and customer support. Moreover, you can pass a special quiz to choose the best plan for your needs.
I like there are no asset based fees, traditional and roth IRAs are available on every of presented plans with checkbook control + transactions are completely free. You can even choose the bank which you wish. There are tons of pluses of using services of Broad financials. Don't hesitate, start building your future with these guys!
Company Representative
- Sitejabber’s sole mission is to increase online transparency for buyers and businesses
- Sitejabber has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members
- Sitejabber’s sole mission is to increase online transparency for buyers and businesses
- Sitejabber has helped over 200M buyers make better purchasing decisions online
- Suspicious reviews are flagged by our algorithms, moderators, and community members