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Equity Trust Company

4.1

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 6:00 p.m.
Tue8:00 a.m. to 6:00 p.m.
Wed8:00 a.m. to 6:00 p.m.
Thu8:00 a.m. to 6:00 p.m.
Fri8:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.12,027 reviews
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Stephen N's profile image
Stephen N 
4 years ago

They are focused on customer satisfaction and they are constantly working to improve their procedures. 

Business response:

Thank you for taking the time to leave us a review. We strive to provide excellent customer service and are happy to hear your experience with Equity Trust has been satisfactory. 

nathan s's profile image
nathan s 
4 years ago

Equity trust was facilitating a money transfer and purchase. They could always be contacted by phone (speaking to a real person) with a representative that knowledgeable, professional and courteous. 

Business response:

We're so happy to hear you've had a positive experience with our team members and have found them to be helpful! Thank you for taking the time to leave us a review. 

Robert M's profile image
Robert M 
4 years ago

Great company for quick and personal service. Last transaction was time critical and they came through! 

Business response:

Thank you for taking the time to leave us a review. We're so happy to hear we were able to provide you timely, satisfactory service! Sincerely, Melissa 

Songping W's profile image
Songping W 
4 years ago

Great service in terms of efficiency, accuracy, rapid response, curtesy and all aspects of a business. 

Business response:

Thank you for taking the time to leave us a positive review! We're happy to hear you've experienced great service with Equity Trust. 

Janet S's profile image
Janet S 
4 years ago

Equity Trust has been very easy to work with. Their customer service is amazing, the respond quickly to emails and phone calls. There seems to be someone available immediately to answer questions either by email or on the phone. We have appreciated the prompt help with are complicated timeline. 

Business response:

Thank you for taking the time to leave us a review. We're so happy to hear you've had a positive experience with our Customer Service Team! At Equity Trust, we always strive to provide exceptional service and great client experiences, so we truly appreciate the positive feedback. Sincerely, Melissa 

Angelo G's profile image
Angelo G 
4 years ago

I’ve been associated with ETC since 2004. They have been courteous & helpful in providing me with information I needed and continue to need in order to properly manage my self directed ROTH IRA. All of their people are great to work with. I highly recommend them! 

Business response:

Thank you for taking the time to leave us a review! We're so happy to hear you've had a positive experience with Equity Trust for over 15 years. We value you as a client and appreciate your feedback. Sincerely, Melissa 

Steve R's profile image
Steve R 
4 years ago

My wife and I have had retirement accounts with Equity Trust Company for over 15 years.During that time we have made several real estate investments and have had mostly very positive experiences. Our interactions with the support team have been very good and the response to questions and issues has been very prompt. I would highly recommend Equity Trust to anyone who wants to take greater control over their retirement funds! 

Business response:

Thank you for taking the time to leave us a review. We're so happy that you've had positive experiences with Equity Trust for the past 15 years. We value your feedback and you as a client! 

ANGELLA's profile image
ANGELLA 
4 years ago

I love the ease of transactions with ETC. And their customer service is always so knowledgeable and helpful! I'm glad I picked ETC as my self-directed IRA custodian. 

Business response:

Hi ******** Thank you for taking the time to leave us a positive review! We're happy to hear you're satisfied with Equity Trust as your custodian. We take pride in providing superior customer service, and our team will be happy to hear about your great experience. Sincerely, Melissa 

Karen K's profile image
Karen K 
4 years ago

I have used Equity Trust for about 12 years and great company to work with. They are there to help with any questions or forms to complete. Web site is user friendly 

Business response:

We're so happy to hear you've been an Equity Trust client for over a decade. Thank you so much for taking the time to leave us a positive review and provide feedback! We appreciate it and appreciate you as a client. Sincerely, Melissa 

Frequently asked questions about Equity Trust Company

How is Equity Trust Company rated?

Equity Trust Company has a 4.1 star rating with 2,027 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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