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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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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M DJ
GB

Terrible Custom Service!!! Terrible Custom Service!!! It makes me sad to have to write this 1-Star review. 😭 I am deeply disappointed to leave this one-star review. As a loyal Gold Service member of Equity Trust for nearly two decades, I've always praised their top-notch service and resources. However, I must express my dismay at the recent decline in their customer service quality. The current representatives lack knowledge and professionalism, which is a stark departure from the exceptional service I once received. It saddens me to admit that if this trend continues, I may have no choice but to transfer my accounts elsewhere.

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Alice Chappell
GB

I won a real estate auction and was… I won a real estate auction and was able to get the down payment sent within the deadline that day and an agent from ETC emailed requesting for the closing agent information soon after. The two emailed a couple of times and set a possible closing date already.

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Johnny Richardson
GB

Time zone differences Great assistance with the selling of a piece of real estate. Documents signed and returned in a timely manner. However, during the closing, some last minute issues need to be addressed. The issues came up after a little after 4pm Chicago time which was after 5pm eastern time, and it was dificult to find someone in ETC's closing department. However, we did find last minute assistance with Gold Level Team.

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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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