Broad Financial
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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Verified contacts
9
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
3
tools in use
Monthly traffic
799
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- KC
Kathleen Christman
Operations · Operations
EmailPhone - BF
Brian Finkelstein
CEO · General Business & Management
EmailPhone
Showing 2 of 9 verified contacts
Top roles at Broad Financial
7 distinct titles indexed · top 7 shown.
- 1associate director of customer relations
- 1ceo
- 1customer service representative
- 1operations
- 1sales associate
- 1self direct broker
- 1vp business development
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