Equity Trust Company
Hours:
1 Equity Way, Westlake OH 44145 Hours
About Equity Trust Company
Equity Trust Company is a trusted financial services provider with over 45 years of experience, managing more than $34 billion in assets across 213,000 client accounts. The company specializes in helping individual investors and financial professionals diversify their portfolios by offering alternative asset classes such as real estate, tax liens, private equity, cryptocurrency, and precious metals. Customers find the process smooth and user-friendly, thanks to dedicated staff who provide clear guidance and support. Many clients highlight the responsiveness and professionalism of their onboarding specialists, praising how they made complex investments and account setups easy and seamless. Staff members like Cyerha White, Lucy McBride, and others are frequently commended for their helpful, accurate, and friendly service, ensuring clients feel supported throughout their investment journey. Overall, Equity Trust Company is known for streamlining the investment experience with optimized solutions, outstanding service, and a focus on client satisfaction.
Most Recent Reviews
November 2025
Madeline Evans delivered terrific customer service in all aspects of my interaction with Equity Trust. she followed up, was always helpful and diligent. I would recommend her to anyone who wants to use Equity Trust
November 2025
Ben K. And team were very organized and attentive. Thank you for the help!
November 2025
I have a self-directed IRA w/ Equity Trust Company. They are very user friendly and great to work with. My most recent investment through Equity Trust was more complex than normal, but Cyerha White made it all go smooth and easy. Great company to work with.
More Comments(253)
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