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February 2024 by Kal Hill
Very Helpful and Very Responsive!!!
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February 2024 by Kathleen-Anthony Kennard
Stephanie D. at Madison Trust has made my experience with the Custodial IRAs so painless. Her knowledge and professionalism is sincerely appreciated!
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January 2024 by Ben Kenter
I have been a little disappointed with Madison Trust since I transferred my assets to them. Fees were extremely reasonable and my initial contact was excellent on dealing with what I hoped would an easy move...that was enough to get me to transfer over assets which I am generally reluctant to do on most occasions. The on-boarding process was more difficult and time consuming than I thought. It took 6 months before everything was inno longer an issu.But what has been a bigger source of frustration is the time it takes to have ACH funds to clear. I would not think it as long as it does for deposits from legitimate sources and banking institutions to become available. Even with utilizing the expedited services, still 2 weeks? All assets come from the exact same source that I used to be able to access in 72 hours, max. This float seems much longer than I thought it would ever be.
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January 2024 by Michelle Belle
Gabby was an absolute lifesaver, she made a tedious and confusing process super easy!
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January 2024 by elliott lester
I am new to Madison and am truly taken aback by their level of detail and ability to respond. Each time I call I get a person: calm and collected, they are human and attentive. Its a true relief by comparison to the call center or thirty minute wait times we have become accustom to. High high high praise. They are the true benchmark for other financial institutions.
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January 2024 by peter natale
I’m having a great experience with Madison Trust. Using Madison Trust has made investing easy. Also I’m confident that everything is being handled properly and legally.
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January 2024 by Warren Miller
Kaylee got right to the heart of my issue and solved it for me. Thanks for your help.
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January 2024 by Armel Bemmo
Nicole B was amazing, very helpful and patient. She takes time to explain everything
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January 2024 by Bob Kane
Awful company. Milk you for fees. Impose requirements that allow them to charge you more fees. Huge disappointment!
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January 2024 by Armel B
Nicole B was amazing, very helpful and patient. She takes time to explain everything
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January 2024 by Trevor
I had no idea I could invest in startups through my IRA or ROTH and what a great idea and Madison Trust is the company to use for it! Great customer service and response times and will help you every step of the way!
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January 2024 by Robert Familant
Madison advisor, Cameron, was knowledgeable, patient, and helpful. My inquiry was solved and I got all the information I needed.
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January 2024 by Steve Baker
Stephanie D. was very patient and helpful to me today. I had made an investment in November, but learned the money never transferred. Turns out it was my fault. For security reasons, Madison Trust Company sent me a text and e-mail for verification. I failed to respond. Stephanie took my verbal verification over the phone and the money will transfer tomorrow.
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January 2024 by Rocky Muratore
Meredith provided exceptional direction with required procedures. She was patient as we worked through the forms.
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January 2024 by Yih Chang Lin
We had excellent experience in setting up our SDIRA with Madison Trust Company. Everyone was very professional and responsive to all our questions, particularly the onboarding (William, Emily), transfer (Tanya), investment (Cameron, Rana) teams. Fees are reasonable. Can easily pick up the phone and talk to a live person. 5 stars so far!
