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

Self-Directed IRA Reviews:
How do our customers feel about us?

"Three to four years ago we moved our Self-Directed IRA from Equity Trust to Broad Financial because it appeared that it would be easier to conduct business while at the same time have a safe and secure trust custodian. It has been a very positive experience and our accounts have grown substantially. I have also referred several people to Broad Financial through introductions to Noah and he is very quick to follow up and provide professional advice. I am definitely a fan of Broad Financial!!"

Pam: Client since 2016

"I have owned my own business for 25 years and have contributed to my IRA annually. A few years ago I had an opportunity to buy an investment property, but it was in disrepair and not mortgageable. I did not have the funds available to purchase it as cash, but I did have the money saved in my IRA. I did some research online and found Broad Financial; it seemed like a good fit for what we wanted to do. Through the guidance of Broad Financial and our accountant, we switched our IRA that was somewhat stagnant to a Self-Directed IRA and purchased our first investment property. That property was so successful, that my wife did the same thing and now we own two. The amount of money that our Self-Directed IRAs make is significantly more than when it was sitting and we actually have two houses to show for it now. We would highly recommend anyone that has an opportunity to buy real estate, but may not have the funds available, to consider contacting Broad Financial and their accountant to discuss options. We are very happy with our decisions and our children will benefit as well."

Dave & Lorraine: Clients since 2013

I am a Real Estate Broker/Salesman and in our industry it is difficult to start a retirement program that is truly beneficial long term. I wanted to have a retirement vehicle that would provide me with the opportunity to invest in what I know best, Real Estate, I was able to achieve this with the Solo 401K program that is offered by Broad Financial. It is flexible and I can take advantage of a real estate opportunity when it presents itself by writing a check. The technical assistance has always been there when I have a question and they keep my plan updated on a yearly basis. I have recommended Broad Financial to several of my colleagues in real estate and several of them have initiated a Solo 401K as a result.I can’t thank you enough for the opportunity Broad Financial has provided through this program.

Ned: Client since 2013

Find Out More

Do you have questions about self-directed investing process? Speak with a Broad specialist to get answers.

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Start diversifying today with a Self- Directed IRA. You can apply online in just ten minutes.

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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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