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.
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-star 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.
12/01/2023 , NJ
I have been a Madison Trust customer with a Self-Directed IRA for 7 years. Their employees are so friendly, proficient and helpful. Their online processes and account management are extremely secure with redundant safety protocols. Specifically, I worked with Cameron this week to resolve an issue. He called to confirm the email was from me, and then sent a confirmation when the action was completed. I highly recommend Madison Trust.
11/28/2023 , MD
Excellent and reliable company to work with. They have exceeded my expectations, are always available via email or phone for questions and recommendations. Very quick to execute all my needs. Thank you!
Emily R was my onboarding specialist who was prompt and incredibly helpful. She answered every question I had and walked through all sorts of great details.
11/09/2023 , IL
Excellent explanation and conversation skills from Emily R
11/08/2023 , NC
The phone is answered every time I call by a pleasant and knowledgable person can explain clearly the answers to my questions and/or concerns in a timely manner...good listeners as well!
11/01/2023 , CA
I really appreciate the improvements that were recently added to our account portals. Now when we request a wire transfer, the electronic form is automatically generated, we can immediately sign electronically, and it's done. What a snap! The support representatives are very patient and courteous. We were unaware of this great new feature until a representative took the time to call it out and walk us thru it. Great! Great! Great! Thank you Madison Trust Company and team.
10/17/2023 , CA
Everytime I have called the support team they have been very courteous and willing to listen and guide me through my questions. Anna S. was especially helpful in helping me understand how my finances are set up, and she emailed me documents of my account that cleared up the mystery of how things work for me.
10/15/2023 , OR
Pleasant and supportive and informative
09/26/2023
Kaylee did a very nice job helping us. Thanks Madison T.
09/24/2023 , TX
I was fortunate to have Kaylee answer my call today. Customer service I have not experienced in a long time. Kaylee is a professional, patient person and easy to deal with. I had a number of questions, I was tired after working graveyards, trying to fill out my IRA documents and Kaylee was so helpful. Madison Trust is lucky to have employees like Kaylee.
09/20/2023 , FL
Top notch customer service from Rana A. at Madison Trust support. One of the best customer service experiences I've had - EVER! Rana was very professional, very patient and made sure all my concerns and questions were addressed to my complete satisfaction. I'd rate this experience as 6-stars if possible!!
09/15/2023
Madison Trust has the most helpful customer experience I've ever seen of a company and very knowledgeable employees walking me through the self-directed Roth IRA Experience for the first time. Gabbi is so so helpful. Give her a raise!
09/15/2023 , NJ
I was fortunate to work with Gabby on the last 2 calls I made to Madison and she was efficient, knowledgeable, patient and kind.
She made me reflect that I made the right decision choosing Madison Trust. Thank you Gabby.
09/13/2023 , CA
Staff are knowledgeable, professional, personal.
08/31/2023 , CA
It was great!
08/25/2023 , WY
Worked with Kaylee R. who was very responsive and consistent in follow up navigating a solution that involved multiple stakeholders. My exit from MTC was based on reasons unrelated to my experience with the company.
Your business is heavily contingent on quality client service and Kaylee exceeded all expectations in this regard. Thank you!
08/17/2023 , PA
The support contact I got was Anna s..
She was cordial, cheerful, very helpful and competent.
The issue was quickly resolved satifactorially.
Gar Feldman.
08/11/2023
Ana was very helpful and professional! A pleasure to work with,
08/11/2023 , CA
Kaylee went above and beyond what her job requires. Made sure my wire got through and worked with me over multiple days to confirm and reconfirm. Promote this woman and give her a raise! I am a fan.
07/28/2023 , NC
Professional, courteous, knowledgeable and passionate informative, on any call I've ever had.
07/24/2023 , SD
I recently contacted Madison Trust Company Support with questions about the payment of account fees and the different allocations of funds within the account. Nicole B. from the Madison Trust Support Team was quick to respond and answered all of my questions. Thank you Nicole!
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