Broad Financial - Broad Financial Ultimate IRA and Solo 401K

Broad Financial

Broad Financial was founded in October 2004 as a private real estate firm primarily focused on the development of residential, retail, and industrial real estate along the East Coast. Then in January 2009, our focus was greatly broadened, reaching far beyond real estate. Here’s our story:

Although our focus has always been on real estate, our IRA’s, like most other Americans, were invested exclusively in Wall Street products (stocks, bonds, and mutual funds). Why? Because for years we were told that IRA’s are limited to those types of securities. We always wanted to diversify our IRA’s into the world of real estate and other non-Wall Street investments, but we went along with what we were told. That was until the market crashed in October 2008 and our retirement accounts lost nearly 40% of their value. We were then determined to gain control of our IRA’s, divest them from Wall Street, and invest them directly into real estate where our returns remained positive. And so we did. In January 2009, we learned how to upgrade and “self-direct” our IRA’s, and we successfully re-invested them directly into real estate - an asset class we know well, and believe in.

When boasting to friends and colleagues, they all asked the same question, “Can you upgrade my IRA too?” Why only help friends and colleagues, we thought, let’s help all Americans. And so we did. We fine-tuned our ULTIMATE IRA® and paired it with our BROAD FINANCIAL SOLO 401K® (for self-employed persons) and brought both of them to market.

Related Links

Company Snapshot

Founded - 2004
Size - 1 - 25 Employees
Type - Partnership
Funding - Private

Contact Info

Our New York Location
21 Robert Pitt Drive Suite 202
Monsey, NY 10952 US

+1 (800) 395-5200

email info@

Industry Categories