Broad Financial Review

Broad Financial Review

Imagine a world where you have complete control over your investments, the ability to diversify your portfolio beyond traditional stocks and bonds, and the support of a dedicated team to guide you through the process. With Broad Financial, this world of financial freedom becomes a reality. In this blog post, we will explore the innovative services offered by Broad Financial through a broad financial review, including self-directed IRAs, alternative investment options, and top-notch customer support. Get ready to unlock the potential of your retirement savings and embark on a journey to financial independence.

Key Takeaways

  • Broad Financial offers comprehensive investment services, including Bitcoin IRAs and Roth IRAs, with checkbook control and a variety of alternative asset options.
  • Highly rated for customer experience & support. A+ rating from the Better Business Bureau & 5 stars on Shopper Approved.
  • Investment carries potential risks such as market volatility, fees, and losses, consider before investing.

Understanding Broad Financial

Located in Montvale, New Jersey, Broad Financial is an investment and financial services firm. The company has been offering a range of high quality services to clients for many years. As a self-directed IRA provider, Broad Financial has expertise in various investment types, including:

Broad Financial review - bitcoin IRA option

  • Gold IRAs
  • Simplified Employee Pension (SEP) IRAs
  • Roth IRAs
  • Real Estate IRAs
  • Bitcoin IRAs


Their Bitcoin IRA offering allows you to purchase bitcoin or other cryptocurrencies on exchange platforms and securely store them in a tax-deferred or tax-free account, helping investors achieve financial freedom.

A dedicated support team is available to assist clients with any queries regarding the process of Broad Financial’s self-directed investing services. Compared to other companies that use a brokerage model, Broad Financial’s self-directed Bitcoin IRA model is unique in providing greater control over the investment process and the specific contents of the portfolio, including Roth IRAs.

Self-Directed IRAs and Checkbook Control

An extremely knowledgeable team backs Broad Financial’s Self-Directed IRA offering, which enables real-time investment decisions. One of the key features of their self-directed IRA is the concept of checkbook control, which allows the holder to make real-time investment decisions from a dedicated checking account. This feature gives you the flexibility to invest your IRA/401(K) funds in personal ideas at your preferred bank.

Several services for establishing and administering IRA Trusts, IRA LLCs, and Solo 401(K) plans, including traditional IRAs, are offered by Broad Financial. Their self-directed checkbook IRA services come with no transaction limits, allowing unlimited transactions, and provide superior liability protection. Additionally, they offer lifetime, free customer support for their self-directed checkbook IRA services.

Alternative Assets and Investment Options

A plethora of investment options are provided by Broad Financial, including Bitcoin IRAs, individual retirement accounts for investing in any cryptocurrency, and traditional and Roth IRAs. By offering alternative assets like tax liens, real estate, private business, and gold, Broad Financial helps clients diversify their investment portfolio and potentially increase returns.

Their Onboarding Specialists possess expertise in a wide array of asset classes. Broad Financial provides Bitcoin IRAs with no custodian, minimums or any asset-based fees. These services are totally free of charge and accessible to everyone. Their IRA LLC service provides a self-directed IRA with checkbook control, available in all 50 states, offering unlimited free transactions and superior liability protection.

Broad Financial’s Services

Comprehensive IRA Trust services offered by Broad Financial

An extensive range of services for establishing and administering retirement accounts, including Roth IRA, Traditional IRA, IRA Trusts, IRA LLCs, and Solo 401(K) plans, is offered by Broad Financial. Each of these services is designed to provide investors with greater control over their investments and the opportunity to diversify their portfolio beyond traditional Wall Street offerings.

We’ll explore each of these services in the following sections, focusing on their unique features and benefits.

IRA Trust Features

Broad Financial’s IRA Trust service grants investors access to various investment options like check, debit card, or wire transfers. One of the main advantages of this service is the checkbook control feature, allowing for real-time investment decisions and unlimited transactions. This ensures that you can act quickly on investment opportunities and manage your account efficiently.

The IRA Trust service also offers specialized entity formation, which eliminates state fees and reporting requirements. Broad Financial charges quarterly custodial fees of $95 for their IRA Trust service, ensuring transparency and reasonableness in their fee structure.

IRA LLC Features

Broad Financial’s IRA LLC service offers the following features:

  • Checkbook control, allowing account holders to manage their retirement funds directly
  • Ability to write checks or make electronic transfers directly from the IRA LLC’s checking account
  • Greater control over your investments

The IRA LLC service provides extensive liability protection and the capacity to invest in a wide range of assets with no transaction restrictions. This flexibility allows investors to diversify their portfolios and explore alternative investment options, such as real estate, private company stock, precious metals, and other alternative assets.

Solo 401(K) for Self-Employed Individuals

Designed specifically for self-employed individuals, Broad Financial’s Solo 401(K) plan serves as a powerful tool for retirement savings. To be eligible for this plan, you must be a business owner with no employees. The Solo 401(K) plan allows individuals to contribute up to a maximum of $66,000 to $73,500 annually, depending on their age, and provides the option to borrow up to $50,000 for business or personal purposes.

The Solo 401(K) plan from Broad Financial offers several advantageous features, including:

  • Tax-deferred benefits
  • A variety of investment options
  • Borrowing options
  • Real estate investments

These features further diversify the available investment options for self-employed individuals.

Pricing and Fees

Transparent pricing and fee structure at Broad Financial

Broad Financial ensures transparency about their pricing and fee structure. They charge a startup fee of approximately $1,400 and an annual fee of approximately $320. Their fee schedule is competitive when compared to other similar financial service providers, as they do not impose asset-based fees or transaction fees.

In addition to the startup and yearly fees, there are no extra or concealed fees when investing with Broad Financial. They offer the option to pay a portion of the setup fee with rolled over funds, making it more accessible for new clients. When considering investments, it’s essential to fully understand the fees involved to avoid any surprises down the line.

Customer Experience and Support

positive customer reviews and ratings for broad financial

Broad Financial takes pride in providing exceptional customer experience and support. They offer:

  • Complimentary, perpetual support
  • Responsiveness to customer inquiries
  • Expertise in their field
  • Professionalism in their interactions

They have garnered positive customer feedback for providing the best customer service and maintaining these qualities.

We’ll examine Broad Financial’s ratings from Shopper Approved, BBB, and AAA in the following sections, which further underscore their strong reputation in the industry.

Shopper Approved Ratings

Shopper Approved is a review curation and distribution tool that helps companies gather reviews from genuine customers.

  • Broad Financial has an impressive A+ rating from the Better Business Bureau.
  • Customers have rated Broad Financial with a 5-star rating on their website.
  • They have also amassed 817 customer reviews on Shopper Approved.

The high ratings and positive customer feedback on Shopper Approved showcase the trust and satisfaction clients have with Broad Financial’s services. This demonstrates their commitment to providing outstanding customer service and upholding ethical standards, ensuring a pleasant experience for every client.

BBB and AAA Ratings

Broad Financial has earned an A+ rating from the Better Business Bureau (BBB) and an AAA rating from the Business Consumer Alliance, indicating their strong reputation in the industry. An A+ rating from the BBB signifies that a business is highly trustworthy, honest, transparent, responsive, protective of privacy, and committed to integrity. The AAA rating from the Business Consumer Alliance implies that the company has been evaluated favorably based on criteria such as the duration of operation and industry norms.

These ratings serve as a testament to Broad Financial’s dedication to providing outstanding customer service and upholding ethical standards. Clients can feel confident in the reliability and trustworthiness of the company as they navigate their investment journey.

Risks and Considerations

understanding investment risks and considerations with broad financial

Just like any investment, Broad Financial’s investments also carry potential risks. It is important for consumers to be aware of these risks and to acquire a comprehensive understanding of the fees associated with any investment before consenting to invest. Cryptocurrency IRAs, for example, carry potential risks, as there are no guarantees of high returns with little risk. As with any investment, there is a possibility of incurring losses, and past performance does not guarantee future results.

Broad Financial investments can also be considerably affected by market volatility. It is essential to take into account the potential risks and fluctuations in the market when making investment decisions. By understanding the risks associated with investing through Broad Financial, clients can make informed decisions and mitigate potential losses.

Success Stories and Testimonials

Many clients have achieved their financial goals with the help of Broad Financial. With over 10,000 clients from all 50 states, they have garnered thousands of 5-star reviews and numerous success stories. Video testimonials from satisfied clients can be found on their website and YouTube channel, showcasing the positive impact Broad Financial has had on their lives.

Clients have praised Broad Financial for the following:

  • Customer service
  • Responsiveness
  • Expertise
  • Follow-up contact to ensure all queries are addressed

By offering individualized advice and assistance, Broad Financial specializes in enabling their clients to expand their wealth and achieve their financial objectives. We highly recommend Broad Financial for those seeking expert guidance in their financial journey.

How to Get Started with Broad Financial

The process of getting started with Broad Financial is straightforward. Here are the steps:

  1. Contact a specialist either by phone or through their website for an initial consultation.
  2. Complete the easy online application to open an account with Broad Financial.
  3. Depending on the type of account, clients may need to open a checking account in the name of the LLC at the bank of their choice.

Services for account setup, such as the formation of a self-directed IRA LLC and expedited processing for self-directed IRAs, are offered by Broad Financial. They have a clear fee schedule, including a one-time setup fee and recurring quarterly fees, ensuring transparency and reasonableness in pricing.


In conclusion, Broad Financial offers a wide range of services and investment options for clients looking to diversify their portfolios and gain greater control over their retirement savings. With exceptional customer support, transparent pricing, and a strong reputation in the industry, Broad Financial is an excellent choice for those seeking financial freedom. As you embark on your investment journey, consider exploring companies that are the at the top of gold IRA investment and unlock the potential of your retirement savings.

Frequently Asked Questions

Is broad financial legit?

Based on ratings from the Better Business Bureau, the Business Consumer Alliance and customer reviews, Broad Financial appears to be legitimate.

Is a self-directed IRA a trust?

A Self-Directed IRA can be set up as a trust, allowing for the funds to be actively managed within the confines of the trust.

What is a checkbook IRA LLC?

A Checkbook IRA LLC is a legal entity that provides freedom to self-direct retirement funds, with a checking account linked to the LLC and its own tax ID number.

What is a 401k LLC?

A Solo 401k LLC is a two-part structure that allows an individual to set up their own retirement fund and use it to invest in an LLC. It works with most major qualified retirement plans like a 401k, IRA, and TSP.

What types of investments can I make with a self-directed IRA from Broad Financial?

A self-directed IRA from Broad Financial enables you to invest in a wide variety of assets, such as cryptocurrencies, real estate, private businesses, tax liens and gold.

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