Madison Trust Company Reviews

Ana was very helpful and professional! A pleasure to work with,

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.

Professional, courteous, knowledgeable and passionate informative, on any call I've ever had.

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!

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.

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!!

great customer support team

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

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.

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

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

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

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

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

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.