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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 |
I’ve reached out to Equity Trust Company 3/11/2024 to clarify why I received an invoice for metals storage in the amount of $150.00 due by 3/27/2024. The metals storage was for coins that I liquidated with ******* *******since 12/28/2023 which is still under process's until now. Equity Trust has transferred the coins over to be liquidated for cash since 1/24/2024 and ******* *******has been holding this for 60 business days and they can’t explain the logistics of their process. Both these companies are shady with their trans... read more
Business response:
We regret to hear about your experience and appreciate your feedback. A member of our team will be reaching out to you soon.
Horrible Customer Service, I have been using this Company for over 10 years, and have never been LET DOWN in the manner on my Last Transaction. I reached out to a Team member, she acknowledged my Request, but then she went Out Sick, for 3 days, My Transaction DID NOT FUND, and I almost Lost the Deal!! what blew me away, is that this Large Leading Edge Company, that I have relied on for many years does NOT have in place a System that assures that a Task in the QUE gets Completed, regardless if ONE person misses work for 3 Day... read more
Business response:
Hi *****, it is unfortunate to hear about this experience. Someone from our team will be reaching out shortly.
Equity Trust has been great to work with. I have had excellent customer service when the need has arisen. I highly recommend Equity Trust.
Business response:
Hi ****thank you for taking the time to tell us about your positive experience!
Still waiting for my distribution which I requested on January 27, 2024. Can't seem to talk to the right person.
Business response:
Hi *******, we are sorry to hear about this experience. Our team has reached out and will continue working with you until this has been resolved.
Gold Level Service is excellent. Service representative help me enter the information. Pointed me to an email to send a file.
Business response:
*******, thank you for taking the time to leave positive feedback. We are happy to hear our team provided you a positive experience!
Watch Out. Especially if you're looking for any level of customer service. I opened a Self-directed Roth IRA on 1/29/24 and after paying them a $275 setup fee, I got no help setting up the investments I wanted to add to the IRA. I was directed to watch a YouTube Video that provided only vague directions. After speaking with my "Onboarding Specialist", I was encouraged to call the investment company and tell them I was working with Equity Trust and they would know what to do. Unfortunately, that was not the case and I ended u... read more
initially, I had conducted my investments, with another American Hartford Gold representative and was disappointed with his service. Mr. Jamie *****, Director of Compliance contact me, He was professional, informative and efficient. He took over my account and informed me he was going to be My representative. I was satisfied with his services and I felted secured that I made my investment with American Hartford Gold. I will be recommending my family and friends.
Business response:
Hi ********thank you for telling us about your experience. We appreciate your feedback!
Very professional and the agent answered my questions so I understood.
Business response:
Hi ****, thank you for taking the time to leave a positive review! We appreciate your feedback.
The representative from Equity (Ericka ******) was very helpful and answered my questions in an accurate and timely manner. At this point I've received very good service.
Business response:
Thank you for telling us about your experience with Ericka! We are happy to hear she provided you a positive experience.
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.1 star rating with 2,021 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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