Market Overview

Broad Financial Allies With Bank United Becoming the 1st One-Stop Self-Directed IRA/401k Provider


Broad Financial Allies With Bank United Becoming the 1st One-Stop Self-Directed IRA/401k Provider

Setting up a retirement plan can be a challenge. Broad Financial & Bank United lead the way With Self-Directed IRAs and Solo 401(k)s in their new alliance.

PR Newswire

MONSEY, N.Y., July 24, 2018 /PRNewswire-PRWeb/ -- Choosing the right retirement plan can be among a person's most important long-term decisions. Enter Broad Financial, an industry leader in the field of Self-Directed Checkbook IRAs, who has recently announced they are now working with Bank United to become the first and only one-stop-shop provider for Self-Directed IRAs and Solo 401(k)s. The excitement surrounding the new retirement plan choice is high.

"Broad Financial really is unique in the industry," commented Mervyn Klein, CEO. "We were the first to open our own Trust company, which makes customer service unparalleled. Now with Bank United, clients can get their accounts and their money in their hands in record time with minimal hassle."

According to Broad Financial, some of the highlights they now deliver through their one-stop shopping of Self-Directed IRAs and Solo 40(k)s include setting up clients' IRA LLC; coordinating the establishment of clients' new SD IRA at Madison Trust; coordinating the set-up of clients' IRA LLC checking account with Bank United for no charge; and, most importantly, taking responsibility for the entire process from start to finish. Broad Financial prides itself on not only providing IRS-compliant plans but offering A+ customer service and being a phone call away to answer any questions.

Early feedback from clients has been passionate.

Pat, from Texas, recently said in a five-star review, "Fantastic in every way! I was a skeptic at first, but I was so pleasantly surprised by their service and professionalism. My agent-sales person was wonderfully helpful and always polite. I especially liked their organized binder that made dealing with the other financial institutions so much better. I wish they all could take lessons from Broad Financial."

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About Broad Financial
Broad Financial takes the complex process of investing into alternative investments (like real estate and cryptocurrencies) and provides a simple, clear and concise road map to financial success. Customers appreciate their personal service and welcome the relief and peace of mind afforded them as they take steps to assure the financial growth and safety of their retirement accounts.


SOURCE Broad Financial

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