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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D
David B.
07/17/2023 , NC

Madison trust has helped me use my IRA funds to Invest in Real Estate.
They are professionals in this space and easy to work with.

Customer Service
5/5

T
Tom M.
07/14/2023 , CO

I was fortunate to have Kaylee answer my call today. What an incredibly kind, professional, patient person she was to deal with. I had a number of questions, was in a time crunch trying to fill out my IRA documents and Kaylee was so helpful. I even told her that most people say they are here to help only to act annoyed but Kaylee really meant it! Whatever Madison Trust is paying Kaylee it isn't enough!!

Customer Service
5/5

A
Anonymous Customer
07/11/2023 , VA

great customer support team

Customer Service
5/5

C
Charles B.
07/05/2023 , FL

Madison Trust has been a very professional company to deal with! Every employee I have dealt with was
professional, knowledgeable and a pleasure to work with I look forward to working with them for a long time
to come

Customer Service
5/5

T
T H.
06/29/2023 , GA

Anna S. helped me expedite an Investment Authorization with a tight timeline to complete my investment transaction. She was helpful, informative, and professional in her assistance to resolve my needs.

Customer Service
5/5

L
Leonard
06/23/2023 , CA

Sydney J was very helpful and very patient could not have been better


A
Aaron G.
06/20/2023 , MA

Got the answers I needed quickly, professionally, and without any hold time or waste of time!

Customer Service
5/5

A
Anonymous Customer
06/13/2023

Rana A provided great customer service! She was friendly and efficient. My problem was solved very quickly!

Customer Service
5/5

B
Barbara A.
06/06/2023

Cameron D was very knowledgeable, kind, and followed through on my request. I couldn't have asked for anything more. Great client experience!

Customer Service
5/5

D
DaleB
06/05/2023 , FL

Very patient with a non-tech savvy 80 year old. Got me where I needed to be.

Customer Service
5/5

E
Emily P.
06/01/2023 , NC

Emily E has been nothing short of kind, knowledgeable, and helpful in navigating the set-up of our IRA accounts and rollovers. She and the rest of the support/onboarding team has answered all of my questions and made this process a breeze. I am so happy we decided to use Madison Trust as our custodian. They answer questions thoughtfully and promptly and provide exquisite customer service via email and telephone. Their secure portal for account uploads makes this process even easier as you know immediately whether or not your information was received, as well as can trust that it was applied to the correct account.

Customer Service
5/5

J
John W.
05/28/2023 , MI

I spoke to Kaylee about a Self Directed IRA and Self Directed Roth IRA. She answered the questions that I needed to consider transferring properties from and IRA to a Roth. I need further consideration when I do so. John WElls

Customer Service
5/5

A
Anonymous Customer
05/23/2023 , GA

All around positive experience

Customer Service
5/5

A
Anonymous Customer
05/23/2023

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Customer Service
5/5

A
Anonymous Customer
05/16/2023

Rana A was very helpful

Customer Service
5/5

M
Marc B.
05/08/2023 , FL

I have been a client of Madison Trust for the last 12 months and in that time had four or five opportunities to contact them by phone and email. Each time I am pleasantly surprised how quick and complete they are with responses and they are really 'nice' too. This is not typical for financial institutions and most other companies. My last call involved Gabby M and she was an absolute delight. I strongly encourage anyone considering using Madison Trust to recognize that their follow through is superb. Thank You Gabby and the rest of the Madison Team.
Marc B.

Customer Service
5/5

J
jeff T.
05/01/2023

Sydney J helped me this morning Very nice young lady appreciate her being willing to help thanks!

Customer Service
5/5

M
Michael P.
04/25/2023 , HI

Emily E is a diligent, responsive agent. I prefer talking with a real person versus a bot

Customer Service
5/5

A
Anonymous Customer
04/21/2023 , KS

Kaylee was knowledgeable and professional. She was able to help me by letting me know that I had received an email correspondence from your company that I had overlooked! I appreciated her quick response and assistance!

Customer Service
5/5

G
Gordon C.
04/20/2023 , OR

Kaylee did a great job and solved my issue

Customer Service
5/5

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