Broad Financial

Financial ServicesNew York, 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.

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