Nancy H.

I transitioned some of my retirement assets to a Self Directed IRA with Broad Financial because I wanted to invest in local real estate. Broad has been great to work with over several years. The initial establishment of my SDIRA was done efficiently and I have been able manage it myself, follow the IRS guidelines, adhere to reporting requirements, and increase the value of my investments. Broad has been there all along for any questions I have had along the way. They are extremely responsive when I reach out to them. The service fees are very reasonable given the value they provide. I happily recommend Broad if you are considering a SDIRA.