Self Directed IRA Success Stories

"What a blessing you have been to our financial future. Your customer service is second to none and you always make us feel like your most important client. I have learned a lot about how to treat my clients by how you have treated us. We feel totally safe with our money 2,000 miles away. Thank you to everyone of you who helped Marv Quinn buy 164 Bloomfield. We love our little investment."
- Karen and Marv Quinn, MissionViejo, California

“I am a Vice President in commercial banking and appreciate the importance of strong customer service. My experience with Equity Trust has proven to me that a client will shop until he finds strong customer service and will stay because of it! Thank you for making the process smooth and efficient.”
- Robert C. Vorus III, Sandy Spring, Georgia

“Recently I established a custodial account with Equity Trust and had occasion to purchase an investment property within my IRA. As a result I had several opportunities to deal with your customer support staff through the appropriate forms and procedures. The purpose of this letter is to commend, to your attention, the excellent job done by your organization. As a former COO of a multi-national firm, and after a lifetime in sales and sales support, I appreciate superior service when I see it; and yours is, most definitely superior.”
- Robert Pizzimenti, Front Royal, Virginia

“Equity Trust has been our self directed IRA trustee for over 15 years. Investing in real estate via an IRA was not common in California then, so we appreciate your long-term support. Thank you so much for being there today to answer our questions for the next real estate investment. You addressed our particular situation, gave us suggestions for remaining compliant with the IRS guidelines, and referred us to a CPA and/or Attorney for structuring the investment. You guys are good! Your professionalism speaks for itself.”
- RW, San Francisco, California

“After recommendations from several people, I have recently opened an account with Equity Trust. Since I opened my account, I have also steered others in their direction. Equity Trust’s customer service has been superb. I have called consistently asking questions regarding how to do various tasks in the most expeditious manner. They have given me clear answers and helped me through the process of getting my first deals done. Thank you.”
- Charlotte Birchfield, Huntsville, Alabama

“I recently completed my first purchase with a down payment for a pre-construction condo in Orlando. I was unsure how to send the information to the title company in Florida, but Equity Trust was friendly, courteous, and literally walked me through the process. I appreciate the professionalism shown by Equity Trust reps.”
- Dan Henry, Ann Arbor, Michigan

“Equity Trust has been very helpful to me in setting up a self directed IRA trust. What has been amazing is that I have not had one inconsistency in the information provided. You guys are real professionals and well worth your fees.”
- Carl J. Braunreifer, Wisconsin

“I wanted to let you know how much I was impressed with your customer service department at Equity Trust. Your response time was quick and the knowledge and ability to answer questions or find answers quickly was also excellent. My investment was wired promptly and this was greatly appreciated. Thank you for your help and I look forward to possibly doing more with Equity Trust in the future.”
- Pamela Marcum, Destin, Florida