Insights

Alternative Investments FocusBroad Financial specializes in self-directed IRAs and Solo 401(k)s, allowing clients to invest in alternative assets beyond traditional options, creating opportunities for cross-selling diversified investment products.

Expanding Investment OfferingsBroad Financial recently launched a crypto IRA program and enables clients to purchase real estate with their retirement funds, indicating a trend towards expanding investment avenues which can be leveraged for upselling additional services.

Customer-Centric ApproachBroad Financial emphasizes A+ personal customer support, offering clients peace of mind and long-term relationships, serving as a unique selling point to attract new customers and enhance retention rates.

Industry DisruptionIn a highly competitive market, where similar companies like The Entrust Group and STRATA Trust Company operate, Broad Financial stands out with innovative offerings like its checkbook control Self-Directed plans and focus on alternative investments, positioning itself as a disruptor in the industry.

Tech-Driven AdvantageBroad Financial leverages a tech stack including Cloudflare, Shopify, and jQuery Migrate among others, demonstrating a commitment to tech advancement which can be highlighted as a competitive edge during sales pitches, showcasing efficiency and modernity to prospective clients.

Similar companies to Broad Financial

Broad Financial Tech Stack

Broad Financial uses 8 technology products and services including WordPress, Shopify, Lightbox, and more. Explore Broad Financial's tech stack below.

WordPress
Content Management System
Shopify
E-commerce
Lightbox
Javascript Libraries
Oxygen
Page Builders
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Gravity Forms
Web Platform Extensions
Facebook
Widgets

Media & News

Broad Financial's Email Address Formats

Broad Financial uses at least 1 format(s):

Broad Financial Email Formats	Example	Percentage
FLast@broadfinancial.com	JDoe@broadfinancial.com	41%
First@broadfinancial.com	John@broadfinancial.com	15%
First.Last@broadfinancial.com	John.Doe@broadfinancial.com	3%
FLast@broadfinancial.com	JDoe@broadfinancial.com	41%

Frequently Asked Questions

Where is Broad Financial's headquarters located?

Broad Financial's main headquarters is located at 1 Paragon Dr Suite 270 Montvale, New Jersey 07645 US. The company has employees across 2 continents, including North AmericaEurope.

What is Broad Financial's phone number?

You can contact Broad Financial's main corporate office by phone at

+1-845-352-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Broad Financial's official website and social media links?

Broad Financial's official website is broadfinancial.com and has social profiles on LinkedIn.

How much revenue does Broad Financial generate?

As of November 2024, Broad Financial's annual revenue reached $3.8M.

What is Broad Financial's NAICS code?

Broad Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Broad Financial have currently?

As of November 2024, Broad Financial has approximately 15 employees across 2 continents, including North AmericaEurope. Key team members include CEO: B. F.VP Business Development: D. R.VP Business Development: G. W.. Explore Broad Financial's employee directory with LeadIQ.

What industry does Broad Financial belong to?

Broad Financial operates in the Financial Services industry.

What technology does Broad Financial use?

Broad Financial's tech stack includes WordPressShopifyLightboxOxygenGoogle Tag ManagerGoogle AnalyticsGravity FormsFacebook.

What is Broad Financial's email format?

Broad Financial's email format typically follows the pattern of . Find more Broad Financial email formats with LeadIQ.

When was Broad Financial founded?

Broad Financial was founded in 2004.

Broad Financial

Financial ServicesNew Jersey, United States11-50 Employees

Broad Financial specializes in self-directed IRAs and Solo 401(k)s.

All Broad Financial plans come with checkbook control. That means you get to put your retirement money in a bank of your choice and invest as you normally would, except all under the umbrella of a tax-sheltered IRA. 

A Broad Financial checkbook control Self-Directed plan allows you to invest in alternative investments, which includes almost everything in the entire world beyond Wall Street, i.e. outside of stocks, bonds, ETFs and mutual funds. 

Broad Financial customers appreciate the A+ personal customer support, which gives them relief and peace of mind for the lifetime of the plan.