Madison Trust Company Reviews

Anna S was efficient and clear in resolving my concerns! Madison and Ira investing has been a learning process with appropriate assistance along the way!! Would recommend

Stephanie D. was very knowledgeable, courteous, and fully explained the answer to my somewhat detailed question. She is to be commended and retained for her professional support.

As always, the support has been fantastic. Spoke to Kaylee today and she did a wonderful job of explaining the distribution process.

Our overall experience is very positive. I just spoke to Kaylee who remembered me from previous conversations.

Arianna M. was extremely helpful. She stayed with me the whole way as she walked me through the process of requesting my RMD distributions.

Kaylee was very helpful helping me understand the process and in navigating the menus and steps.

Anna S provides incredible customer service.

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

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

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

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

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.

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!!!

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.

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