Broad Financial Email Format
Financial ServicesNew Jersey, United States11-50 Employees
Broad Financial is a financial services firm that concentrates on self-directed IRAs and Solo 401(k)s. Its plans enable clients to direct retirement funds into a bank of their choice and invest as they would outside a retirement account, all within a tax-advantaged framework. In addition to traditional assets, the offering covers a wide range of alternative investments beyond stocks, bonds, ETFs, and mutual funds. Based in Montvale, New Jersey, Broad Financial operates in the financial services sector and targets individuals seeking to broaden retirement-investment options beyond conventional assets. The company has pursued expansion into real estate and digital assets, with a crypto IRA program launched in December 2018 and the acquisition of Real Estate Group in November 2018.