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Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

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Checkbook Solo 401(k) Setup Process

In this video, we discuss how you can set up a Checkbook Solo 401(k) with Broad Financial. Broad's Solo 401(k) allows self-employed individuals to invest with total checkbook control, incredible asset choice, and higher contribution limits.
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March 14, 2025

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Address:
One Paragon Drive
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Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 5:00 pm EST
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