Broad Financial Reviews & Complaints: Scam or Reputable?

Broad Financial
Google: N/a
BBB: 5/5 A+
Trustpilot: 3.7/5

Broad Financial is a self-directed IRA company based in Montvale, New Jersey. It was established in 2004 originally as a private real estate investment firm. Broad Financial expanded to include various self-directed Individual Retirement Accounts (IRAs) such as gold, simplified employee pension (SEP), Roth, and real estate IRAs, and now specializes in Bitcoin IRAs. This company has an average rating of 4/5 on Focus on the User.

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Featured Reviews

Top Review

5 stars

"Prompt affordable expert service for twenty years. I could not do without Broad Financial!..."

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Top Complaint

1 star


Read Complaints

What is Broad Financial?

Broad Financial, founded in 2004, is an investment and financial services company. Initially a private real estate investment entity, it has diversified its offerings to include various self-directed IRAs. The company's portfolio includes gold, SEP, Roth, and real estate IRAs, and it has recently ventured into Bitcoin IRAs. Broad Financial partners with Madison Trust Company, which serves as a custodian for its clients. This partnership ensures a comprehensive service offering, catering to a diverse range of investment preferences.

The company's services are marked by several distinctive features. For instance, they offer IRAs in both traditional and Roth formats, accommodating different tax planning needs. Additionally, Broad Financial allows investments in a wide range of cryptocurrencies, not limiting clients to traditional investment options. This flexibility is particularly beneficial for those looking to diversify their retirement portfolios with alternative assets.

Broad Financial Ratings

Broad Financial Reputation

Focus on the User Review
Focus on the User
4/5 stars
12 reviews (Aggregated)
Google Reviews
Google Reviews
N/a stars
N/a reviews
BBB Reviews
5/5 stars A+
11 reviews
Trustpilot Reviews
3.7/5 stars
1 review

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Broad Financial Reviews

Top Broad Financial Reviews

5 starsFeatured

"Prompt affordable expert service for twenty years. I could not do without Broad Financial!"

BBB Review
5 stars
5 starsFeatured

"Broad Financial has always been there for us. From start to finish, we've always been able to depend on them. Even at short notice, they get the job done."

BBB Review
Michael D
5 stars
5 starsFeatured

"Broad financial has been there for me every time Ive called them. They have by helpful and informative when I needed help and had questions. I recommend BROAD FINANCIAL for your solo 401K means."

BBB Review
Richard G
5 stars
5 starsFeatured

"Setting up a self directed IRA through Broad Financial couldn't have been easier."

Trustpilot Review
Eli D
5 stars
Broad Financial Complaints

Worst Broad Financial Complaints

Currently there are no live complaints.

Is Broad Financial a Scam?

Broad Financial is not a scam. It is a legitimate company with a history dating back to 2004 and a focus on diversified self-directed IRAs. Its partnership with Madison Trust Company and an average rating of 4/5 on Focus on the User reinforce its credibility.

Broad Financial Pros and Cons


  • No Minimum Investment: Allows flexibility in investment amounts.
  • Investment Variety: Clients can invest in any cryptocurrency.


  • Limited Advisor Support: Not ideal for those who prefer guided financial advice.

Broad Financial Services and Products

Broad Financial's services revolve around self-directed IRAs. They offer:

  • Gold IRAs
  • SEP IRAs
  • Roth IRAs
  • Real estate IRAs
  • Bitcoin IRAs

Each of these products is tailored to different investment strategies and retirement planning goals.

Broad Financial FAQ

Is Broad Financial a reputable company?

Yes, Broad Financial is reputable, known for its diverse IRA options and partnership with Madison Trust Company.

How long has Broad Financial been in business?

Since 2004.

How does Broad Financial work?

Broad Financial offers self-directed IRAs, allowing clients to invest in a variety of assets including gold, real estate, and cryptocurrencies.

Before Investing With Broad Financial

Consider obtaining the to make informed investments in precious metals and other assets through Broad Financial.

Broad Financial Homepage

Contact Broad Financial

  • Phone: 877-867-0007
  • Address: One Paragon Drive, Suite 270, Montvale, NJ 07645
  • Founded: 2004
  • Alternate Name:
  • Category: Self-Directed IRA Company
Broad Financial Address

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