Broad Financial specializes in self-directed IRAs and Solo 401(k)s. All Broad Financial plans come with checkbook control. That means you get to put your retirement money in a bank of your choice and invest as you normally would, except all under the umbrella of a tax-sheltered IRA. A Broad Financial checkbook control Self-Directed plan allows you to invest in alternative investments, which includes almost everything in the entire world beyond Wall Street, i.e. outside of stocks, bonds, ETFs and mutual funds. Broad Financial customers appreciate the A+ personal customer support, which gives them relief and peace of mind for the lifetime of the plan.
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The Broad Financial annual revenue was $24.5 million in 2026.
Brian Finkelstein is the CEO of Broad Financial.
6 people are employed at Broad Financial.
Broad Financial is based in Monsey, New York.
The NAICS codes for Broad Financial are [52393, 5239, 52, 523].
The SIC codes for Broad Financial are [62, 628].