Equity Trust Company - Fort Myers, Florida

Equity Trust Company: Una opción segura para inversiones

Ubicación y Contacto

La Equity Trust Company tiene su sede en Fort Myers, FL 33908, en la dirección 15671 San Carlos Blvd #101. Puede ser contactada por teléfono al 2393331032 o visitando su página web official.

Características y Especialidades

La Equity Trust Company es una institución financiera que ofrece servicios de inversión de alta calidad. Sus especialidades incluyen Financial institution y Investment service. Esta empresa se enfoca en brindar soluciones financieras seguras y confiables a sus clientes.

Comodidades y Accesibilidad

La Equity Trust Company cuenta con una entrada y estacionamiento accesible para personas con discapacidad, lo que facilita la visita a su ubicación. Además, su estacionamiento exterior es también accesible para vehículos con discapacidad.

Opiniones y Reputación

Esta empresa ha recibido 240 reseñas en Google My Business, lo que refleja su alto nivel de satisfacción entre sus clientes. La media de opinión es de 4.9/5, lo que indica una excelente reputación y confianza en la calidad de sus servicios.

Recomendación

Para aquellos buscando una opción segura y confiable para sus inversiones, la Equity Trust Company es una excelente opción. Con su ubicación conveniente, servicios de inversión de alta calidad y comodidades para personas con discapacidad, esta empresa es ideal para satisfacer las necesidades de cualquier inversor. Se recomienda visitar su página web y contactar con ellos para obtener más información y comenzar a planificar sus inversiones hoy mismo.

👍 Reviews of Equity Trust Company

David R. L.

5/5

Midland IRA, now called Equity Trust Company, is very easy to deal with. This is my 4th investment using them, three in Panama and one in Spain. I highly recommend them.

Max

5/5

Sending this review regarding our latest experience with Midland Trust. We thank Geoff Watts (our contact at Midland) for all the information he gave us prior to our transfer of funds from broker A to broker B. We called Geoff prior to initiating the transfer and he gave us detailed information of the process, forms to be filled out and time it would take. This was not our first transfer but we have not made one in a few years and some of the forms have changed so he made sure we knew what needed to be done. Once the initial transfer was made from broker A to Midland, Helen Granum made sure that everything was processed quickly so the funds could be wired to broker B. They both did an outstanding job and we are very pleased with the service provided by both Geoff and Helen. As a customer, when you have funds being moved from A to B, you are concerned until the transfer is complete. Thank you again to Geoff and Helen, your service and help to complete this transaction is very much appreciated !!

Michael S.

5/5

It’s always a pleasure interacting with Emily Sarabia and the entire Midland Trust team. In spite of their busy workload, I’m generally able to speak directly with a representative each time I call. If I need to leave a message I can always expect a timely and helpful response. I am very appreciative of the five star service I have received from Midland Trust.

ron A.

5/5

I worked with Gabby at Midland of over an hour to resolve some previous issues with my account. I found her to be knowledgeable, courteous and patient in helping me resolve my problems.When I asked how long she had been in management with the company, she responded that she was not and she was a only customer service representative for Midland. Talent like hers should not be overlooked if an opportunity is available.

s K.

5/5

I recently had an amazing customer service experience with Midland Trust. Geoff Watts was friendly, patient and went above and beyond to help me resolve my issue. He is a treasured resource and consummate professional. I highly recommend Geoff and Midland for their exceptional customer service.

Stuart A.

5/5

I have worked with several Custodial companies and Midland is by far the best. There personnel, examples being Sacha and Sarah, are hugely helpful in dealing with the complex activities related to a self directed IRA. They really know their stuff and do not make mistakes like I experienced multiple times with other Custodial companies. Additionally, their platform is very solid and easy to use. You will not be dissapointed if you engage with Midland.

Melissa S.

5/5

Midland Trust was most helpful throughout the entire process. Nicole and Jacqueline helped to guide us through the process without a scratch! Midland’s processes helped to keep things organized even when the transferring IRAs processes broke. Thank you for a positive experience!

Jared S.

5/5

Midland Trust has been great. We have now been on both ends of note transactions with them (borrowing and lending) and they walked us through the entire process, step by step. I appreciate your patience during the process and especially all of the help!