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Caldwell Trust Company
- Financial Services
- Venice, FL
About this business
History Established in 1993. Caldwell Trust Company had its roots in the 1970s when Roland Caldwell formed Caldwell & Co., an advisory firm specializing in investment guidance for the trust industry. He watched with dismay as area banks and trust departments merged with other banks or moved away, usually causing upheavals for clients. He decided to form a new trust company that would remain independent--refusing even to sell products. Kelly, then a recent high honors engineering graduate of Georgia Institute of Technology, j... read more
Location details
1400 Center Rd, Venice, FL, 34292, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Well, there is a lot for me to unpack about Caldwell Truat, so I may have to go back an edit this a few times but I would probably not recommend Caldwell Trust to my friends or family. My parents opened a trust with them many years ago, I’m. It sure how many but maybe 15-20. They moved all their assets for Caldwell to manage. They were careful and thoughtful about the whole process and had their will done through a local atty. the o my great thing I can really say is that after my dad passed away in 2014 Caldwell was a bless... read more
Outstanding Reps. who knows how to advise and EXECUTE!!!
So far the experience has been a good one, have been with them for 5 years now. Fees are higher than most other trust management company's so shop around
Frequently asked questions about Caldwell Trust Company
How is Caldwell Trust Company rated?
Caldwell Trust Company has a 4.6 star rating with 10 reviews.
When is Caldwell Trust Company open?
Caldwell Trust Company is closed now. It will open at 8:00 a.m.
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