I would like to commend Martin Campbell and Houston in assisting me in a multi-step transaction in moving others from another custodian to Equity Trust and then execute a conversion to a Roth IRA and acquire a private equity investment. They both had vast knowledge and experience stewarded the transaction through. They also noticed that a billing error had been made and made the correction. I highly recommend Equity Trust for their professionalism and customer service.

Mae Hancock, was amazing! Super helpful and knowledgeable. I am extremely satisfied with my decision to use Equity Trust Company for my SDIRA

I just recently transferred my investments over to Equity Trust. Mae Hancock was wonderful to work with. She was patient, responsive, and understanding that this was my first time using their system. She was so helpful and friendly that I would absolutely recommend her to anybody!

Thank you to Mae Hancock for the excellent service! Mae has been very helpful as I have opened my new account at Equity Trust. She guided me through the process of funding my first loan online and when I hung up the phone I felt like we were old friends:) Thanks again Mae!

Absolutely thrilled with the onboarding experience! Ericka Sawyer from Equity Trust was incredibly patient and attentive, guiding me through every step of the process. Her outstanding customer service made a complex situation feel seamless and manageable. I truly appreciate her dedication and support. Highly recommend!

Equity trust managed my IRA transfers smoothly and I was happy with their service. I dealt with Martin Campbell and Houston Long who were both professional and efficient with concise easy to follow instructions for my IRA management and transfers.

Jaclyn was amazing in assisting me with my transaction. Equity Trust cares about their clients and goes the extra mile in giving a personal touch. Andrew actually called me to recommend investments. That's what I look for when investing my money.

I worked with Mae Hancock at Equity Trust to set-up my account. She was extremely professional, knowledgeable and helpful. I was completely impressed by the of level of customer service she provided. It was a pleasure working with her.

I would like to commend Martin Campbell and Houston in assisting me in a multi-step transaction in moving others from another custodian to Equity Trust and then execute a conversion to a Roth IRA and acquire a private equity investment. They both had vast knowledge and experience stewarded the transaction through. They also noticed that a billing error had been made and made the correction. I highly recommend Equity Trust for their professionalism and customer service.

Mae Hancock, was amazing! Super helpful and knowledgeable. I am extremely satisfied with my decision to use Equity Trust Company for my SDIRA

I just recently transferred my investments over to Equity Trust. Mae Hancock was wonderful to work with. She was patient, responsive, and understanding that this was my first time using their system. She was so helpful and friendly that I would absolutely recommend her to anybody!

Thank you to Mae Hancock for the excellent service! Mae has been very helpful as I have opened my new account at Equity Trust. She guided me through the process of funding my first loan online and when I hung up the phone I felt like we were old friends:) Thanks again Mae!

Absolutely thrilled with the onboarding experience! Ericka Sawyer from Equity Trust was incredibly patient and attentive, guiding me through every step of the process. Her outstanding customer service made a complex situation feel seamless and manageable. I truly appreciate her dedication and support. Highly recommend!

Equity trust managed my IRA transfers smoothly and I was happy with their service. I dealt with Martin Campbell and Houston Long who were both professional and efficient with concise easy to follow instructions for my IRA management and transfers.

Jaclyn was amazing in assisting me with my transaction. Equity Trust cares about their clients and goes the extra mile in giving a personal touch. Andrew actually called me to recommend investments. That's what I look for when investing my money.

I worked with Mae Hancock at Equity Trust to set-up my account. She was extremely professional, knowledgeable and helpful. I was completely impressed by the of level of customer service she provided. It was a pleasure working with her.