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

5.040 reviews

Elizabeth S.

8/25/2025

Setting up a self directed IRA custodian account with Broad Financial was an easy and quick process. I recommend them to those looking to invest in real estate and/or alternative assets with their...

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Debi A.

8/4/2025

I've used Madison Trust for several years to manage my self directed IRA. They keep me in compliance with filings, and simplify the process.

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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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Aesha J.

6/16/2025

Thank SELF DIRECT: I was considering that HEi with Point BUT IT WAS TOO GOOD TO BE TRUE. My first thought was 'what are they getting out of this deal' ?Are they just giving away money⁉ I said...

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