Broad Financial LLC Paragon Dr, Montvale

Broad Financial provided the staff, information, processes, and guidance necessary to systematically and quickly explain the options to gain access to retirement funds with much greater flexibility in use of funds. The whole team exercised caution while taking complete ownership of the transaction. The modest fees were appropriate if not a bargain; I could not be happier. Thank you Jeff and the Broad Financial team!

What makes a company GREAT??? Botton line "SERVICE". No matter the type of business service is at the heart of greatness. My experience with BROAD has been excellent. The timely responses and the clear and knowledgeable answers have made the process more simple than I could have ever imagined. I truly am a satisfied customer, and am now reaping the benefits that this process has provided. If you are thinking about doing it... Just Do it!

I chose Broad financial because of all the customer reviews as well as the product they offered. I believe it necessary to pay it forward because Broad financial's team is outstanding from the initial call to every last question that I may have.

Joel went over and above to assist me with required documents. I have been a client since 2015, everyone at Broad Financial LLC is competent, friendly and enjoyable to work with. G. Witowski

The staff at Broad Financial are very knowledgeable, quick to reply to inquiries, and thorough.

Very cooperative and honest. Turns out my idea for use of my funds which are quite extensive was prohibited. When I explained what I wanted to do, their representative (Noah) explained this. Even thought I had made my deposit to get started, they returned my money.

Fantastic service and easy to setup. Have recommended to many of the contractors I work with as Contractors. If you have not looked in to Broad Financial Services, you should.

This company Broad Financial has been EXACTLY what I was looking for! Excellent Service and Expertise and extremely EASY to utilize. There back up support is FABULOUS! I couldn't be HAPPIER!

I am very pleased with the service I received and continue to receive from Broad Financial LLC. I am used to taking the unconventional route and with the help of the principals of Broad Financial LLC I am able to have my questions answered even if I have asked them before. I know that there are risks in managing one's own money. In my mind, the greater risk is not knowing how your money is invested. Jacqueline Vasan

Avi Kaufman, Broad Financial, and their partner IRA custodian Madison Trust all provided excellent customer service in setting up my self-directed checkbook IRA. They provided industry/product expertise, and allowed us to take advantage of the recovering, but still very affordable, southern Florida real estate market. Thank you Avi and team! Joe McCarthy Rochester, NY