-
August 2023 by Dave Held
Open communication is the key to life for me and The Private Trust Company has been fantastic!
-
April 2023 by Ashley Kruse
My husband and I have been extremely pleased, and grateful, for the time, dedication and commitment Andrea Krol has given us, since becoming our Trust Officer. Our initial trust officer at TPC , assigned to us in 2020, could not be bothered with explaining the process, nor explaining the inner workings of our particular trust to us. We were very unhappy and frustrated with, not only that particular trust officer; but TPC as well. We were in the process of looking to move our funds to another company when Andrea Krol became our new Trust Officer. Once Andrea Krol came on board and started working with us, we have been nothing but pleased. Her patience, her timely responses to our inquiries, and her overall willingness to hear our needs has been outstanding. She has made, what initially felt like an overwhelming and frustrating circumstance into something that provides comfort and security to our family. We look forward to working with Andrea for many years to come.
-
February 2023 by Melleaux Mob
I spent many years with my family managing my trust and it caused a lot of issues. We finally got the trust transferred to PTC and Margaret took over managing the trust. It has been a major difference for me having PTC manage my trust. Margaret always makes sure I’m informed on what my mother wanted the trust to be used for. Furthermore, they also make sure to help me in any way they can. They’re very informative and trustworthy, which has allowed me to better understand how a trust is suppose to work. I can’t thank Margaret & PTC enough for the help they have provided me over the past few years!
-
February 2023 by Theodore Massaro
I have worked with PTC for the past 15 plus years and have found them to be proactively responsive to my needs at that of our client. A number of the people within the organization bring a great depth of knowledge and assistance in discussing various trust strategies. I personally believe a corporate trustee is most appropriate for our HNW clients.
-
February 2023 by Amanda Keith
I highly recommend PTC for all of your trust and estate planning needs. I have had the pleasure of working with Manni Saini on the management of my fathers trust. He guided me through the process and helped me understand the trust inside out. He was able to help find the right financial investment opportunities for our needs and continues to be a wealth of knowledge whenever I should need answers. He is the type of person you want to be in your corner.
-
February 2023 by Daniel E. Torreblanca
The folks at PTC are true professionals. They have provided comprehensive trust services for several of my clients and I wholeheartedly recommend them and will continue to work with them. Mannie Saini is a true asset of theirs and is a joy to work with.
-
January 2023 by larry parks
I interviewed Mannie Singh of PTC to see if his company would be a good fit for our needs. After a meeting we decided to hire his company. My wife and I are enjoying his expertise and direction.He has taken a lot of pressure off of us and is guiding me through this tough process!I would recommend Manny to anyone who is responsible for your family’s or friends wishes after their death! He has been a God send for my family!
-
December 2022 by Jim Wilkins
Since moving to LPL and using The Private Trust Company for my trust accounts, I have been extremely satisfied with The Private Trust Company. Recently Margaret Gudbranson became my trust administrator and I have been overwhelmed at how she handles my clients accounts. Not only does she have a very good knowledge of the trust business but she also knows my accounts' governing documents to the extent that she is able to give me very good input as to what is best for the beneficiaries. I myself am an attorney and began my career in the trust business and know how complicated and difficult it can be dealing with trust issues, Margaret is one of the best administrators that I have ever worked with.
-
November 2022 by Marcia Mootz
The Privater Trust Company has provided outstanding service, investment options, and family planning for our family for five decades, and four generations.. Bethany Bryant brilliantly leads this exceptionally talented team of professionals with laser focus on integrity, service, and a commitment of excellence to their clients. PTC is indeed the Gold Standard in the personal client-centered investment/planning realm.
-
November 2022 by Marcianne Waters
Our firm, CapWealth, has been working with The Private Trust Company as affiliated with our broker-dealer LPL Financial for a few years now and have always been more than satisfied with the partnership. Having Trust services to offer has greatly expanded our client base. And both our clients and we have benefitted immensely. PTC has been efficient, responsive and easy to work with at all times. Our Trust Officer, Margaret Gudbranson is a gem! She's been understanding and helpful so often that I've got her on Speed Dial. Always a 'smile' while she helps too. That's important. Thanks to PTC, and Margaret, for a job well done.
-
October 2022 by Andria Siegler
My most recent business dealings with The Private Trust Company, and Samantha Marino in particular, have been exactly what you want in a financial institution - professional, competent and friendly.
-
October 2022 by Denise Davies
Andrea Krol is amazing!! With her HELP and KNOWLEDGE I have learned more about the working of my Trust the past year and an half than the past ten years of other Private Trust employees. Andrea is a definite asset to the company. Appreciate the dedicated employee you have.
-
September 2022 by Susan Murphy
I’ve worked for this company for more than 3 years and it is an amazing company. They really care about taking care of their advisors, the trust beneficiaries and their employees. I have never seen a company work so hard in doing the right thing and doing it timely and accurately. People matter to PTC!
-
September 2022 by Jacklyn Weeks
I hope this review saves you and your family all the troubles. My grandfather was taken advantage of. They are quick to have you sign forms. When you ask questions. It’s a ghost town. Employees Never last over two years, it’s a revolving door! It’s not a family company. They go after the small guy. When it comes to questions and support. They aren’t there! High fees, no consultation. As a mother of two. I’d never place $100 dollars with the Private Trust Company. Again, reviews DO NOT LIE!
-
February 2021 by Mary Robichaud
They do not do what the person wants that passes away. They tell you they know the person better then you. I would not go though this company or put your family though this.
