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Equity Trust Company
- Financial Services
- Westlake, OH
About this business
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity, precious metals and more. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for Registered Investment Advisors, brokerage services, directed tr... read more
Location details
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 makes it easy for me to invest my IRA money so it doesn’t sit in an account gaining virtually no interest.
Great company to get involve with. Setting up the account was easy to get done. The follow-up from customer service, and onboarding representative was excellent. We completed our first investment with the help of Client services, all went very well and timely. We wish we knew of this many years ago; but it's never too late to begin. Thank you! KG
Business response:
Thank you for taking the time to leave a review! We appreciate your positive feedback and are happy to hear you've had a great experience with Equity Trust!
I’ve been with ET for many years. They are great to work with and have enabled me to achieve my retirement goals and so much more. The positive impact to my investment portfolio has been so dramatic, my fiends and family have become part of the Equity Trust family now building their own future. I truly appreciate my relationship with Equity Trust.
I have been using Equity Trust Company for over 10 years to close my private placement transactions. They are very thorough and responsive. If something is missing in my documents they will let me know so that I can get it resolved quickly and be able to close on time.
Business response:
Thank you for taking the time to leave us a review! We appreciate your feedback and we're happy to hear you've had a great experience with us.
Super! Love working with Equity trust! Very easy,excellent customer service.
Business response:
Thank you for taking the time to leave us a positive review about your experience with Equity Trust! We're happy to hear you've had a great experience.
Equity Trust is quick, knowledgeable and professional. They know what you need and get it done for you so you can take care of your business.
Business response:
Thank you for taking the time to leave a review! We appreciate your feedback and we're happy to hear you've had a great experience with Equity Trust.
Being a gold member at Equity matters. Tayler made my funding seamless! She is a major reason I find all my transactions through Equity. Tayler puts the customer front and center through the entire process.
Business response:
Thank you for taking the time to leave a positive review about your experience with Equity Trust! We appreciate your feedback!
Equity Trust does excellent work with Self Directed IRA's I would recommend them highly
Business response:
Thank you for taking the time to leave a positive review! We appreciate your feedback as a client and we're happy to hear you'd recommend Equity Trust.
To have the option to invest my IRA funds my way is awesome. To have a custodian with investment structure and oversight that is approved by the IRS makes it legal. Equity Trust has a web site that affords all the options and needed paperwork to ensure optimum latitude and proper compliance with IRS laws, and streamlined process and procedure to make investing as simple as it can possibly be, and still be compliant. Equity Trust Customer Service backs up and supports all investment activity to help in navigating all the inve... read more
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.2 star rating with 2,229 reviews.
When is Equity Trust Company open?
Equity Trust Company is closed now. It will open tomorrow at 8:00 a.m.
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