Equity Trust Company 15671 San Carlos Boulevard, Fort Myers, FL 33908
About the Business
Equity Trust Company is a reputable finance institution located at 15671 San Carlos Boulevard in Fort Myers, Florida, United States. With a strong focus on trust and equity management, our company offers a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and excellent customer service. Whether you're looking to invest, save for the future, or plan for retirement, Equity Trust Company is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
Photos
Location & Phone number
15671 San Carlos Blvd #101, Fort Myers, FL 33908, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"It’s always a pleasure interacting with Emily Sarabia and the entire Midland Trust team. In spite of their busy workload, I’m generally able to speak directly with a representative each time I call. If I need to leave a message I can always expect a timely and helpful response. I am very appreciative of the five star service I have received from Midland Trust."
"Just had a great experience with Geoff Watts at Midland Trust. I made an error and he helped me correct it quickly and to accomplish my original goal with patience and a true sense of caring. Highly recommend Geoff and his firm"
"I worked with Gabby at Midland of over an hour to resolve some previous issues with my account. I found her to be knowledgeable, courteous and patient in helping me resolve my problems.When I asked how long she had been in management with the company, she responded that she was not and she was a only customer service representative for Midland. Talent like hers should not be overlooked if an opportunity is available."
"Sending this review regarding our latest experience with Midland Trust. We thank Geoff Watts (our contact at Midland) for all the information he gave us prior to our transfer of funds from broker A to broker B. We called Geoff prior to initiating the transfer and he gave us detailed information of the process, forms to be filled out and time it would take. This was not our first transfer but we have not made one in a few years and some of the forms have changed so he made sure we knew what needed to be done. Once the initial transfer was made from broker A to Midland, Helen Granum made sure that everything was processed quickly so the funds could be wired to broker B. They both did an outstanding job and we are very pleased with the service provided by both Geoff and Helen. As a customer, when you have funds being moved from A to B, you are concerned until the transfer is complete. Thank you again to Geoff and Helen, your service and help to complete this transaction is very much appreciated !!"
"Midland Trust has been great. We have now been on both ends of note transactions with them (borrowing and lending) and they walked us through the entire process, step by step. I appreciate your patience during the process and especially all of the help!"
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