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

Welcome To Broad Financial

Thank you for reaching out to learn about Self-Directed IRAs. My name is Jeff Astor and I am a Senior Account Specialist at Broad Financial as well as the author of The Self Directed IRA Guide. I have the experience and background to direct you to the best plan for your investment. 

Schedule a call with me to discuss your Self-Directed IRA options.

Ready to open an account? Click here to APPLY ONLINE.


Here are some great resources to learn about Self-Directed IRAs:

  • Amazon Book: Ultimate Self-Directed IRA Guide (kindle version and audiobook available)
  • Video: It's Easier Than You Think To Set Up A Checkbook IRA LLC
  • Review our BBB and Google ratings to learn why Broad Financial is the Self Directed IRA/401k industry leader

Benefits of our Self-Directed IRA

  • Invest your retirement funds into a wide variety of asset classes including real estate, cryptocurrencies, private loans, precious metals, small businesses, and more.
  • Place all investments by simply writing a check.
  • No transaction or asset based fees.
  • Transfer all or a portion of your existing retirement funds into your Self Directed IRA/401k.
  • Act quickly on time sensitive invesetments with real time access to your retirement funds (avoid lengthy custodian processing times).

Hundreds of testimonials online- Nobody does it better!

Nobody's customer service record compares to ours. Check out these links.


  • Within weeks you will be able to place your investments by writing a check from your IRA LLC checking account.
  • If you are in a rush, the process can be expedited upon request.

In short... Why Broad Financial?

Even more than a great plan, a great company is probably the most important consideration when opening a Self-Directed IRA. If you get bad advice or no customer support then you risk penalties and losing the tax sheltered status of your hard earned retirement funds. A reliable company with a proven track record is not a luxury- it is a necessity.


  • $1,295* LLC Setup fee (*price varies by state)
  • $100 One-time Custodial Setup Fee
  • $100 Quarterly fee
  • LLC formation with Secretary of State
  • Specialized Operating Agreement prepared by ERISA attorneys
  • LLC Employer Identification Number
  • Free life-time customer support

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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


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