Equity Trust Company
1 Equity Way, Westlake, Ohio 44145
About the Equity Trust Company
Equity Trust Company is a leading finance institution located at 1 Equity Way in Westlake, Ohio, United States. As a trusted provider of financial services, Equity Trust Company specializes in helping individuals and businesses manage their assets and investments. With a team of experienced professionals, they offer a wide range of solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Equity Trust Company is committed to providing personalized and reliable services to meet your needs.
Photos of Equity Trust Company
1 Equity Way, Westlake, OH 44145, United States
Opening hours of Equity Trust Company
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Equity Trust Company
"Short and sweet, I wanted to purchase gold and silver in my IRA. Equity Trust was recommended. I've been with them for two years and had occasion to contact them several times. They are very professional and customer oriented. I'm very comfortable also recommending Equity Trust."
"My experience with Equity Trust was negative. I contacted them long before opening my account to be certain that the investment I wanted to make would be approved to hold in an Equity Trust account. After being looked over by multiple people I received an email from the Account Executive saying "...we should be good to open the account and gather the documentation." So I opened the account and sent them $130,000. After two months of wrangling with multiple people within Equity Trust, they decided they weren't comfortable custodying the investment afterall, and they wouldn't fund the transaction. They left me a voice mail. I called back and the person I needed to speak with was not available, but I was assured they would call me back. Unfortunately, I never heard a peep. SO...I'd say deal with Equity Trust at your own risk. I haven't found them to be reliable. The right hand doesn't seem to know what the left hand is doing, and they don't keep their word and do what they said they would do. Be very cautious."
"I am a former Equity Trust customer who is trying to get an old asset reinstated. I wasn't able to make any progress with it via Client Services and got connected to Martin Campbell who has been very helpful in trying to help with getting it done. Marty has followed up with me regularly to ensure that it is moving along and he connected me with a designated supervisor. Only for him-I would still be spending a lot of time and effort trying to get the process started. I really appreciate his help!"
"Good customer service is critical to any business and highly under rated. Good customer service will have a big positive difference in the bottom line of any business although it is hard to measure so often goes unnoticed. I recently changed phone services due to very bad customer service. Equity Trust has excellent customer service which not only makes dealing with them a pleasure but is also a reflection of the quality of their company. You can have the best product but if it is difficult and/or unpleasant to deal with, your company you will lose clients and referrals."
"Having dealt with another IRA custodial company for several years, finding Equity Trust was a bonanza. Although the transaction that was most critical to me was a late-breaking crisis, all four of the people that I dealt with at Equity Trust were personable and efficient. Erica Sawyer in particular was great to work with. She was fun to talk with but very effective at the same time. Communication at just about every step of the process was as good as it gets. Here's to the Clearwater state of mind."
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