Broad Financial in Monsey, New York
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- Business name: Broad Financial
- Address:
- 21 Robert Pitt Dr.
Suite 202
Monsey, New York 10952 - Phone number: 845-325-3000
- Fax number: 845-352-7575
- Business hours:
- 10:00 - 6:00 EST
- Year established: 2004
- Credit cards accepted: Yes
- Number of employees: 10-19
- Map:
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- Email address:
- Category: Financial
- Description:
- Broad Financial is a company that facilitates Self Directed IRAs and Solo 401(k)s. Broad Products Our Self Directed IRA is different than most of the others out there as we provide Checkbook Control. This means that you can place alternative investments without having to go through the expense or hassle of custodian interaction. This saves a ton of money in transaction fees. It also streamlines the investment process by making the investment happen in real time with no need to wait for a custodian's authorization. Our Solo 401(k)is available for anybody who can claim some self-employment income. It is an IRS Qualified Retirement Plan which allows for investments in alternative assets (e.g. real estate)with checkbook control. One of the best features of the Solo 401(k) is the ability to take out a personal loan up to $50,000. This loan may be used for any purpose (without restrictions or tax penalties,) and is paid back over 5 years at a minimal interest rate. The Broad Advantage Broad enjoys an A+ rating from the BBB,and we earn that with every client. One of the ways we do this is by providing each client with a dedicated Specialist. That way you can have a point person who will make sure that your questions get answered, and who will help solve any problems that may arise in the process.
- Photos:
- Last update: 2012-09-14
- Visits: 1104
