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Equity Trust Company
- Financial Services
- Westlake, OH
About this business
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 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.
I have been equity for years and they have been great to work with, especially Ericka ****** and Owen *****Ericka has been a pleasure to speak with and deal with. Both Owen and Ericka are extremely knowledgeable and helpful with me. Both are always quick to respond to my phone calls and help me with my request in a very timely manner. I will continue to use equity trust for many years to come.
Business response:
*********** thank you for taking the time tell us about your experience. We are happy to hear our team has been able to provide you support over the years, and we look forward to continue working with you!
walked my through the sign-up process efficiently and with a sense of humor
Business response:
Hi ********thank you for taking the time to leave us your feedback! We appreciate your review.
Frequently asked questions about Equity Trust Company
How is Equity Trust Company rated?
Equity Trust Company has a 4.2 star rating with 2,373 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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