Broad Financial LLC

Investing
Hours:
1 Paragon Dr #270, Montvale NJ 07645
(833) 342-1992 Directions

Tips

Hours

Monday
8AM - 5PM
Tuesday
8AM - 5PM
Wednesday
8AM - 5PM
Thursday
8AM - 5PM
Friday
10AM - 4PM
Saturday
Closed
Sunday
Closed

About Broad Financial LLC

Broad Financial specializes in Self-Directed IRAs and Solo 401(k)s with Checkbook Control. Our plans enable users to transfer their retirement funds to a bank of their choice and invest in alternative assets not available on most traditional IRA or 401(k) brokerages. Our clients have used our plan to invest in all kinds of real estate, Bitcoin and other cryptocurrencies, tax liens, and more.
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Most Recent Reviews

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  • December 2025
    I have been with Broad Financial/ Madison for over 10 years. The customer service is truly professional.

    The tools they have provided me are very powerful. Thank you to your team.
  • December 2025
    Super product. Fabulous support. What a great company. Thank you!
  • October 2025
    Jason Prezant has been patient, helpful and pleasantly persistent enough to keep me on track with my goals. Enrolling was easy and painless.

More Comments(100)

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Location and Contact

Broad Financial LLC

Investing in Montvale, NJ 1 Paragon Dr #270, Montvale (833) 342-1992 Website Suggest an Edit