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

March 24, 2022

Broad's 14-Day, Money-Back Guarantee

All of Broad Financial's Products Come With a 14-Day, Money-Back Guarantee

We pride ourselves on customer satisfaction. If for any reason you are dissatisfied with Broad's services or products, including the Ultimate IRA or Solo 401(k), we will refund your order up to 14 days after you apply. You can activate our return policy by calling or emailing us and you will receive a full refund less the LLC filing fee and a $275 processing fee.


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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST

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