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1 Equity Way, Westlake, OH, 44145, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Equity Trust was my first company I used to handle my self directed IRA, John Bowen was a wealth of knowledge as I was setting up my account, the problem I experienced was the service team couldn't deliver the speed and quality that was promised. I would wait 7 to 9 day to get signatures on documents, when you complain your told that you can pay for expedited service and get your forms signed in 2 to 3 days for a $149 fee. I switched to Iplan Group and can get a signature, a wire processed in 3 to 4 hours with having to pay ... read more
My representative's name was April Erickson. On a scale of 1 -10 she would rate a 20! April always emailed me back immediately when I needed to clarify or ask a question. (She likes to communicate this way) This woman went out of her way to help me and my wife with issues concerning third parties who couldn't get their Sh__ together as in providing Equity Trust with needed information. I was quite new at this type of service that Equity Trust provides, and April took the time and effort to explain the system and milk me thro... read more
My representative's name was April Erickson. On a scale of 1 -10 she would rate a 20! April always emailed me back immediately when I needed to clarify or ask a question. (She likes to communicate this way) This woman went out of her way to help me and my wife with issues concerning third parties who couldn't get their Sh__ together as in providing Equity Trust with needed information. I was quite new at this type of service that Equity Trust provides, and April took the time and effort to explain the system and milk me thro... read more
My representative's name was April Erickson. On a scale of 1 -10 she would rate a 20! April always emailed me back immediately when I needed to clarify or ask a question. (She likes to communicate this way) This woman went out of her way to help me and my wife with issues concerning third parties who couldn't get their Sh__ together as in providing Equity Trust with needed information. I was quite new at this type of service that Equity Trust provides, and April took the time and effort to explain the system and milk me thro... read more
Equity Trust Company has a 4.3 star rating with 2,788 reviews.
Equity Trust Company is closed now. It will open tomorrow at 8:00 a.m.
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