Equity Trust Company

1 Equity Way, 44145, Westlake, United States
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3.15
Based on 20 Reviews

5

40.00%

4

15.00%

3

0.00%

2

10.00%

1

35.00%
About Equity Trust Company

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. Our mission is to inspire, educate, and support investors to achieve more.

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Andrea H
GB

Terrible experience… Terrible experience trying to transfer funds IN after setting up my account. It’s taking almost a full month and still no answers. Three representatives and over 50 minutes on hold, still no answers. I’ve sent emails to which I receive a response that they would call but they don’t. Not impressed at all.

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Roger L
GB

I’m so glad I switched! I was a client at another company for almost ten years, and I finally got fed up with their terrible service and performance. I am so happy I finally pulled the plug and switched to Equity Trust. They made the transition relatively easy and their service is phenomenal in every respect. My stress level is down and my happiness quotient is up. Unbelievably, I’m still cleaning up the mess created by the previous custodian almost a year later.

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Lori Golani
GB

Horrible to do business with Horrible to do business with. Never prompt in dealing with your accounts in any timely manner. It will take numerous calls. They will give you the run-around. Heavy fees riddled into any documents or forms they require. They have many complaints from clients that I know that have done business with them, besides other financial mangers and those managers have warned me about them. They advised me to get my money out of their institutions as fast as I can and be persistent because they will make it difficult. They are a terrible business operation.

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Denise A
GB

Readily Available. This was the first time I did a self directed IRA and I should have planned alot sooner to get it all in line but Equity Trust was fully available to help me get this deal closed on time and funded. Thanks a million looking forward to repeating with your company and doing the master class.

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Jeff Sapper
GB

Terrible Cimpany To begin, a salesperson called me out of the blue, which is illegal because I'm both Federal & Start Do-Not-Call lists. But I desided to listen. Thete all about getting you to switch your current broker to them. I'm.not switching anything unless I do due diligence about this company. Once I said that they basically hung-up leaving me wondering if this was an elaborate scam.... Things I did find out: yes they are legitamite but they're customer rating is only 3/5. That's terrible for a "service" company.

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