Madison Trust Company Reviews

About this Company

Madison Trust Company is one of the leading Self-Directed IRA Custodians.   We enable our clients to invest their retirement money directly into alternative assets such as real estate, private placements, promissory notes, and much more.

Madison Trust Company is dedicated to providing the best customer support in the Self-Directed IRA industry while offering competitive pricing.  Customer satisfaction is our #1 goal. 

 

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774 Verified Customer Reviews

774 Customer Ratings and Reviews

Shopper Approved collects trusted reviews from customers who have made a verified purchase.

4.9

Overall Star
Rating

5 Shopper Approved - Review Star
727
(93.9%)
4 Shopper Approved - Review Star
38
(4.9%)
3 Shopper Approved - Review Star
5
(0.6%)
2 Shopper Approved - Review Star
4
(0.5%)
1 Shopper Approved - Review Star
0
(0%)

Customer Service
4.9
5 Shopper Approved - Review Star
671
4 Shopper Approved - Review Star
25
3 Shopper Approved - Review Star
3
2 Shopper Approved - Review Star
4
1 Shopper Approved - Review Star
1
SHOW DETAILS

5-star reviews
500+

5-star reviews

6 years collecting reviews

About this Company

Madison Trust Company is one of the leading Self-Directed IRA Custodians.   We enable our clients to invest their retirement money directly into alternative assets such as real estate, private placements, promissory notes, and much more.

Madison Trust Company is dedicated to providing the best customer support in the Self-Directed IRA industry while offering competitive pricing.  Customer satisfaction is our #1 goal. 

 

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R
Ray
1 day ago , NY

Anna S provides incredible customer service.

Customer Service
5/5

C
Curt G.
1 day ago , HI

Cameron was respectful, knowledgeable & quickly followed up with an email of our conversation. 5 star service.

Customer Service
5/5

A
Anonymous Customer
2 weeks ago , TX

Service on all calls and questions have been quick and accurate. Kaylee today provided help for all my questions.

Customer Service
5/5

L
Lawrence J.
2 weeks ago , TX

We had the pleasure of working with Emily in our onboarding call. I ran a financial planning business for forty years that managed seventy million dollars for our clients.
I have never in my seventy one years talked to a more delightful, knowledgeable, and professional person. If I were still in business I would do every thing possible to convince Emily to come and work for us.
I would hope that you realize the treasure you have in Emily and will do everything you can to keep her and promote her in your organization.
She is worth every penny that you have invested in her training and I would suggest you give her every opportunity to make your company everything it can be.
You will not run into many that have all the professional traits this young lady has, she is the best.
Sincerely
Lawrence Jacobs

Customer Service
5/5

M
Mohawk M.
3 weeks ago , NJ

Our team worked directly with Mike P., Specialist and he was extremely professional, patient, and a pleasure to work with!

Customer Service
5/5

R
Rick S.
3 weeks ago , IN

I have received nothing but exceptional customer service from Madison Trust in setting up my trust IRA. My last interaction was with Kaylee. Following our conversation during which she answered all my questions, she sent me a lengthy follow-up email providing me more very helpful information that didn't even prompt my phone call. This is what I consider exceptional customer service not experienced commonly these days. I have no regrets having made the decision to work with Madison Trust and very highly recommend it.

Customer Service
5/5

A
Anonymous Customer
4 weeks ago , FL

Emily R was absolutely amazing, She answered all my questions and followed through with a request I had within minutes of our call.. Way to go Emily!!!

Customer Service
5/5

M
Michael H.
02/23/2024 , PA

Always get a person to talk with and they are profession and very helpful. Kaylee R. was wonderful to work with and made sure all of my questions were answered.

Customer Service
5/5

D
Deborah
02/15/2024 , MI

I lost my husband in June of last year and have been trying to cash in his IRA, I've had several customer service people aiding me, and I felt passed around with very limited help. That is until I was put in contact with Kaylee, and today Anna S. These two gals worked with me and helped me more than anyone. They were very patient with me while I navigated through this process with my lack of knowledge with IRAs and filling out forms necessary (I really lack computer knowledge, and both areas were what my husband took care of). Anna and Kaylee are the best and I really appreciate all they have done for me

Customer Service
2/5

A
Aashu R.
02/07/2024 , GA

Anna S. and Christine were amazing and provided a very quick turnaround for an urgent request. I'm personally very impressed with the professionalism, courtesy, and efficiency in service delivery.

Customer Service
5/5

L
Lin
02/01/2024 , NY

Kaylee and Gabby were very helpful with my questions They took their time and patience to help with my questions which were resolved

Customer Service
5/5

E
Ed
01/30/2024 , FL

Tanya was very patient and knowledgeable!

Customer Service
5/5

D
Don C.
01/25/2024 , TX

I talked with Nicole B regarding some questions at Madison Trust Co. and was pleasantly surprised at the patience shown and the knowledge proffered. Very satisfied with this experience.

Customer Service
5/5

A
Anonymous Customer
01/24/2024

Quality service

Customer Service
5/5

J
john S.
01/12/2024 , PA

My representative helped me upload my transfer form through the whole process. made it very simple. looked over form and said it was in good order.

Customer Service
5/5

S
Stephan P.
01/10/2024 , IL

Kaylee was very helpful explaining IRA vs Non-IRA billing activity.


I
Ikhana
01/08/2024 , TX

The entire staff is awesome. This company understands customer service! I was helped by Anna S., she was awesome, but to be fair everyone is great there.

Customer Service
5/5

L
Leisa G.
01/08/2024 , CA

Everyone at Madison Trust has always been helpful, patient & very responsive!

Customer Service
5/5

C
Chris H.
12/29/2023 , TX

Kaylee R. is extremely knowledgeable and helpful. She is an asset to Madison.

Customer Service
5/5

T
Tom C.
12/06/2023 , IL

Great support. Thank you Kaylee.

Customer Service
5/5

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