Broad Financial Review

This company has not made it in the top 9 precious metals companies. Overall, Broad Financial has a decent online reputation within the past few years having been BBB accredited since 2011 and only 2 complaints closed. To see what companies made it in the top 9, click here.


broadfinancial.com1-800-395-5200A+N/A$1400 setup fee + undisclosed annual fees

Specializing in self-direct retirement services, Broad Financial has yet to prove their worth as a gold IRA rollover company. Overall, they do not have enough public consumer information available on third party review sites. The have an A+ rating with the BBB since 2011, but there are no reviews or rating yet available on either TrustLink or the Business Consumer Alliance.

So who do we recommend? Find out who was voted the top 9.

Broad financial offers numerous services regarding IRAs and 401(k)s but does not specialize in precious metals. They use IRA Services Trust Company as their preferred custodian which also does not specialize in purchasing precious metals. All in all, a gold IRA seems to be a service they have chosen to offer in order to provide diversity options for their clients, and this is certainly evident from their very high setup fee of $1400 (plus additional undisclosed annual fees).

Broad Financial Reputation

  • Does not specialize in gold IRA accounts
  • A+ rating with the BBB
  • No customer reviews on the BBB website
  • Zero customer reviews on TrustLink
  • 2 BBB complaints closed in the past 3 years (0 in the past 12 months)
  • No BCA rating or reviews


  • BBB accredited and A+ rating


  • Lengthy IRA/401K transfer/rollover process
  • Digital IRA application not offered
  • 2 BBB complaints
  • Not an ICTA member
  • Not TRUSTe verified
  • Does not specialize in precious metals



Phone #: 1-800-395-5200

Address: 21 Robert Pitt Dr Ste 202, Monsey, NY 10952

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Score Sheet
Ratings based on reputation, customer satisfaction, fees, products/services offered & business ethics.
Broad Financial
Date Published: 10/06/2014
Not in top 9
0.1 / 5 stars

Overall Company Rating:


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