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


Upcoming Webinars

We’re currently scheduling some new, informative webinars! Stay tuned for details on how to sign up for these upcoming webinars.
Access our must-see webinars that reveal what you need to know about Checkbook IRAs, Solo 401(k)s, investing in alternative assets like real estate and cryptocurrency, trending industry topics, and more!

Maximizing Your Retirement Wealth Potential with The Ultimate Solo 401K®

Uncover the best kept secret to potentially maximizing your retirement investing: The Ultimate Solo 401K®. Join Jeff Astor, VP of Business Development at Broad Financial, as he delves into common Solo 401(k) questions helping you determine if you're possibly a suitable candidate.
View Webinar Replay

Why You Should Consider a Self-Directed Solo 401(k) If You’re Self-Employed

Watch our webinar recording for a short overview of Self-Directed Solo 401(k)s and a live Q&A session.
View Webinar Replay

Why Broad Financial Offers the Best Self-Directed IRA Options

Are you interested in self-directing your retirement funds? Learn why Broad Financial offers the best Self-Directed IRA options in this video.
View Webinar Replay

The Crypto Control Self-Directed IRA Using the Checkbook IRA Model

Join Jeff Astor as he discusses the world of Self-Directed IRA investing using the Checkbook IRA Model.
View Webinar Replay

The Beauty of a Bitcoin “Flat Rate” IRA Using the Checkbook IRA Model

Join Jeff Astor as he explores the basics of investing in cryptocurrency.
View Webinar Replay

Real Estate in Your IRA in Uncertain Times

Investing in real estate using your Self-Directed IRA can be an exciting opportunity. Tap into the world of Self-Directed IRA investments in this webinar where we explore the benefits of alternative assets, including real estate.
View Webinar Replay

How to Buy Real Estate with Your IRA or 401(k)

Explore the thrilling potential of real estate investment with your Self-Directed IRA or 401(k)! Dive into the world of financial freedom as we guide you through the exciting opportunities of leveraging your retirement accounts for real estate success.
View Webinar Replay

Crypto in Your IRA in Covid Times (The Checkbook IRA Model)

Are you interested cryptocurrency to maximize your retirement savings? This video explores how to use a Self-Directed IRA to invest in cryptocurrency.
View Webinar Replay

Why Investors are Establishing Checkbook IRAs

Are you looking to manage your alternative investments in real-time? With Broad’s Self-Directed Checkbook IRA, you can gain control of your investing!
View Webinar Replay

Chat with a Specialist

Interested in learning more about self-directed investing? Schedule a free discovery call with a Broad Financial Specialist today to get the answers you need to kickstart your retirement investing journey.
Evaluation Form

Contact Us

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


Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram