What Clients are Saying About Equity Trust Company

Equity Trust Company is one of the nation's leading providers of self-directed IRAs and 401(k)s, with more than 130,000 clients in all 50 states and approximately $12 billion of retirement plan assets under administration. Our goal is to help our clients make tax-free profits through education, innovation and a commitment to understanding their individual investment needs.

 

They came highly recommended to us…

“Our family made two substantial purchases with a self-directed IRA (through Equity Trust). The entire process was new to us. Equity trust made this process a smooth and easy process for us. They came highly recommended to us… and we highly recommend them to anyone looking for smart people and smart thinking to help them build a solid financial foundation and a secure future.”
Adam & Deanna H., North Carolina
 

Always received fast, friendly service…

“I have had an account with Equity Trust Company for over 8 years.  I have made many real estate investments through my Roth IRA account and have always received fast, friendly service from ETC staff.  I plan to keep investing via my IRA and preparing for a “rainy day.”  The staff is very professional and a pleasure to deal with.”
Willie H., Texas
 

Had someone easily available to guide me…

“I’ve been pleased with my experiences with Equity Trust.  It has naturally taken a bit of time and effort to get a good grasp of investing using a self-directed IRA; through it all Equity Trust has had someone easily available to guide me.  My most recent experience was the sale of a house, and the closing liaison assigned by Equity Trust communicated with all parties and helped smooth the process.”
David H., North Carolina
 

Highly recommend them…

“The ease and service I find to have been excellent. On the few occasions I’ve had difficulties, these were quickly resolved and usually my own. I find Equity Trust to be professional, reliable and moreover accurate in all dealings and highly recommend them to friends and family.”
Debra T., Texas
 

I trust them…

“Have never been disappointed.  Always did what they said.  I trust them with my retirement.”
B.D. A., Texas
 

They have the lowest fees…

“I have been with Equity Trust for over five years now and I am very happy with the service.  I chose Equity Trust as my self-directed IRA custodian because they had the lowest fees at that time.  The reason I stayed with them is because they are very prompt in their responses in will work closely with you to make sure that all your documentation is correct.  They are also quick to process direction of investments.  In addition, they have plenty of resources on how to properly invest using your self-directed IRA as well as a whole slew of forms that are easily accessible on the website.”
Emily C., California

Payments are handled both quickly and accurately…

“I enjoy doing business with Equity Trust clients. My HVAC company provides services for a number of Equity Trust account holders. We have found that as a service provider, payments from our mutual clients are handled both quickly and accurately. These prompt payments afford my company the ability to better manage cash flow and ultimately work more efficiently.  ”
Connie C., Ohio

Willing to take the extra steps…

“I started working with Equity Trust over a year ago after attending a local self-directed IRA seminar. The instructor, as well as several other Equity representatives in attendance, were extremely knowledgeable in the laws and rules regarding self-Directed IRAs and the types of investments available. Their customer service staff is always friendly and helpful; willing to take the extra steps to email me the proper forms and walk me through their completion. Everyone that I have encountered is confident and accurate in their reponses so it's clear to me that they have been well-trained.”
James M., Missouri