Founded in 2004, Broad Financial is a financial services company that empowers individuals to invest their retirement funds in non-traditional assets. The company's primary focus is setting up Self-Directed IRAs (SDIRAs) and Solo 401(k) plans that provide clients with "checkbook control," allowing them to directly invest in assets like real estate, private equity, precious metals, and cryptocurrencies without custodian delays. Their mission is to offer investors greater freedom and control over their retirement savings through dedicated customer support and expertise in IRS regulations for alternative investing.

Founded in

United States