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Broad Financial

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1 Paragon Dr Ste 275

Montvale, NJ 07645

+1 (800) 395-5200

http://www.broadfinancial.com

History

October 2004 Broad Financial was founded as a private real estate firm focusing on the development of residential, retail, and industrial real estate along the East Coast. January 2009, our focus experienced a paradigm shift. The catalyst for that shift came in the form of a simple question. How to use IRA's for investing in real estate. The benefit of investing IRA's in real estate, is to outperform the market as the stock market goes through a slump.

Specialties

Broad Financial specializes in self-directed IRAs and Solo 401(k)s. Our innovative retirement platform incorporates Checkbook Control to give clients an incredibly versatile and economic investment vehicle. Invest your self-directed IRA in virtually any asset without the hassle of a custodian.

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Reviews

5.0

(43)

Tony D.

12/3/2025

They have helped me setup two self directed IRAs. They made the process easy. Would highly recommend.

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Michael S.

12/2/2025

Excellent service! Always there to help as I built my 2 SDIRA's. Alternative investment opportunities are now within reach. Thanks to everyone who was always there for me!

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Seth F.

11/18/2025

Broad helped me set up my self-directed IRA, and I am now able to invest in a much larger pool of opportunities. The process was simple and quick, and they provided excellent support when I had...

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Valorie M.

2/19/2025

Broad financial has been a wonderful resource for us. We wanted a self directed IRA and had no idea where to start. We started with them and they helped us all along the way with great guidance on...

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Stephen C.

1/28/2025

The availability of Madison Trust's team to answer questions makes them stand out apart from the rest. Their platform is easy to use and getting set up is very easy. I also appreciate their...

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