Broad Financial

Broad Financial is a self-directed IRA LLC facilitator out of NY, that began setting up self-directed IRAs in 2009. In addition to setting up self-directed IRA LLCs, Broad Financial can also help clients set up Solo 401(k)s. Below you will find more information about Broad Financial. If you have personal experience working with Broad Financial, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).


Custodial type: Third Party Administrator
Custodian Partner: Madison Trust Company

Client Protections

Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: March 04, 2011

To view the complaints brought against Broad Financial, view the company’s BBB profile.

Broad Financial Leadership & Staff:

CEO: Brian Finkelstein
President: Mervyn Klein
Staff size: 15

Broad Financial Location:

21 Robert Pitt Drive, Suite 202
Monsey, NY 10952
Broad Financial Location


Fee Schedule for Broad Financial Self-Directed IRAs

Self-directed IRA LLC setup fees: Cost varies by State, and depends upon state-specific LLC costs

Yearly custodial fees for self-directed IRA LLC accounts: ?

Other Products Offered By Broad Financial:

Solo 401(k)s
Tax Lien Fund

Broad Financial Contact Information

Phone: 800-395-5200
Fax: 845-352-7575
Hours: 9:00 AM – 7:00 PM EST

We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Broad Financial which warrants addition to this page, please email us at

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