Originating in New York, Broad Financial is a reputable financial and investment enterprise established in 2004. At its inception, the firm was deeply involved in industrial, residential, and retail property development sectors, diversifying its areas of expertise in 2009. Today, Broad Financial is a reliable financial organization in the U.S., dedicated to investor interests, with proficiency in real estate IRAs, self-directed gold, Bitcoin IRAs, Roth IRAs, and simplified employee pensions. The founding members of Broad Financial are Daniel Gleich, E. Brian Finkelstein, and Mervyn Klein.
As a preferred financial firm for New Yorkers, Broad Financial offers many lucrative investment prospects for future retirees and diverse investors. The company currently stands at the forefront of the Self-Directed retirement savings sector. The firm provides robust and adaptable solo 401k plans specifically designed for investors keen on expanding their portfolios to include private company stock, real estate, and private loans.
At Broad Financial, they champion a personalized investment approach, avoiding the inflated fees typically associated with Wall Street and other financial institutions. Here, you are given the flexibility to manage your checking account with your retirement savings. The firm has demystified and made investing in IRAs enjoyable by doing away with complex and time-consuming paperwork. With strategic partnerships, unparalleled knowledge of alternative assets, and exceptional customer support, Broad Financial strives to streamline asset and IRA investments.
Retirees seeking to diversify their investment portfolios beyond typical Wall Street offerings have faced many challenges. This situation has prompted several financial companies to extend their product suite, but the quality of these offerings often needs to improve. Born as a real estate firm, Broad Financial transitioned into the financial and investment industry in response to retirees' difficulties with Wall Street investment alternatives. Daniel Gleich and Mervyn Klein developed an all-inclusive self-directed investment process to improve efficiency, robustness, and cost-effectiveness to aid investors and simplify the retirement investment journey.
Subsequently, Mervyn Klein and Daniel Gleich invited Brian Finkelstein to join their team to polish crucial financial sectors that required refinement. A retired UBS Managing Director and former CEO of Helix Financial Systems, Brian Finkelstein brings a wealth of experience crafting and applying high-grade financial systems. This triumvirate propelled the company to its current highly-regarded and top-tier standing within the financial industry.
The firm's ambition has always been to steer retirement investment towards contemporary investment avenues, encompassing private lending, precious metals, and property investment opportunities. Broad Financial successfully outpaces well-known and established entities like Charles Schwab and Fidelity Investments at their own game. This is due to Broad Financial's provision of more progressive and appealing opportunities compared to the traditional investment solutions offered by the latter, such as bonds, certificates of deposit, and stocks. Thus, irrespective of your retirement investment objective, Broad Financial stands ready to support you.
Undoubtedly, Broad Financial stands as a stellar firm devoted to addressing today's generation's diverse retirement investment needs. Amid a sea of counterfeits, they've proven to be the real deal, displaying unmatched commitment to helping you profitably utilize your well-earned retirement savings. The firm presents exceptional Solo 401k and IRA offerings at competitive market prices. Their A+ BBB rating and the backing of thousands of pleased and satisfied clients are testimony to their superior services, establishing them as a truly remarkable company. Below are key product offerings available when you invest with Broad Financial:
This solution allows you to invest in various options in our portfolio, including Bitcoin IRA, gold, and real estate, without the burden of asset or transaction fees. All you need to do is write a check that will be channeled toward your chosen investment portfolio.
Broad Financial allows you to effortlessly and speedily transfer or roll over funds from your existing IRA plan or retirement account whenever desired. Be it a Roth IRA, SEP IRA, 403b, or 401K account, options for rollover and transfers are available.
This service enables you to customize your investment portfolio to your preferences. The range of investment options includes real estate, personal loans, tax liens, and foreclosures. This array of choices allows for adaptability when making investment decisions.
Broad Financial presents the opportunity to establish three distinct IRA accounts. The first one is the traditional self-directed IRA account. This account incurs transaction fees depending on the asset or security involved. The second option is the checkbook IRA account which requires more work to set up as it entails forming an LLC. This negates the need for a custodian's aid when broadening your investment horizons. The third and final account type is the Solo 401k plan. This offers investors many investment choices beyond mere Wall Street offerings. As a Solo 401k account holder, you have the options to:
Distinctly, the maintenance fees for these accounts are billed quarterly, a practice that sets it apart from most of its competitors. Let's delve into the fee details for each understanding. The self-directed IRA plan involves a $100 setup fee and a $75 quarterly custodian fee. For the self-directed IRA with checkbook control, the setup fee is $1295 and a $75 quarterly account management fee. Note that an LLC application is permissible with a self-directed IRA with checkbook control.
Broad Financial is recognized for its superior, lifelong customer assistance to all registered account holders. Whether your account is a self-directed IRA LLC or a straightforward self-directed IRA, quality and timely support is assured. The company provides both online and over-the-phone support services without extra charges.
Account holders can reach out via a toll-free number at any time that suits them. This efficient and cost-effective customer service benefits not only the clients but also the company itself. It ensures clients receive swift responses to questions while allowing Broad Financial's support team to manage multiple clients efficiently.
The effectiveness and high standard of Broad Financial's support service can be seen in the customer testimonials. The company invites clients to share their experiences, both good and bad, on their website. This transparency confirms Broad Financial's trustworthiness and unwavering dedication to client satisfaction.
Broad Financial has showcased its commitment to fulfilling client needs over the years. Since its inception in 2004, the company has closed thousands of successful deals, built a large content base, and fulfilled clients. Here are some advantages and disadvantages you can anticipate while investing with this esteemed financial and investment entity based in New Jersey, United States.
gold, tax liens, and real estate.
Broad Financial, renowned for its solid reputation and extensive clientele, was only sometimes an industry heavyweight. Its rise to prominence and immense customer trust results from its unique approach to retirement investment, offering clients personalized self-directed plans fitting their specific investment portfolios.
In providing top-notch investment services, Broad Financial collaborates closely with Madison Trust. Madison Trust has successfully cleared the stringent and intricate vetting process instituted by the federal government, attesting to its credibility. This accreditation, along with their financial stability, acts as their central pillar of strength. There are numerous reasons why Broad Financial stands a cut above the rest.
One standout reason is the superior and efficient customer service, ensuring every client can access lifetime, toll-free customer care support.
Broad Financial forwards instructional guides to its clients, providing insights on prudent investment practices. The company informs you about pitfalls to sidestep, ill-advised transactions, and other vital information to ensure your account's safety.
They assist in the LLC setup process while offering a comprehensive guide detailing crucial aspects of your account.
Without a shadow of a doubt, Broad Financial is a bona fide business. Before delving into specifics, a simple glance at their standing on search platforms will give you a lucid understanding of their esteemed reputation. One should consult the Better Business Bureau ratings and the myriad customer testimonials for concrete evidence of Broad Financial's legitimacy.
A corporation with an A+ BBB rating and a five-star review record for a span exceeding 17 years truly deserves your trust. If skepticism persists, you're at liberty to examine their rating on the Business Consumer Alliance; you're bound to find an awe-inspiring AAA rating. Alternatively, if Google search is your preferred verification method, a skim through the reviews will astonish you - a 4.5 rating complemented by a trove of positive feedback awaits.
For a more comprehensive outlook on the business's legitimacy, you can refer to SophisticatedInvestor.com, which lauds Broad Financial with an admirable 9 out of 10 stars, owing to their sensible pricing and stellar service quality.
If your search for a reliable retirement and investment firm has been fruitless thus far, explore the packages and prices offered by Broad Financial. This establishment has been thriving since 2004 and has successfully catered to the needs of countless satisfied clients, ensuring you'll relish the experience of investing with them.