Capital First Trust Company
Financial AdvisingHours:
700 W Virginia St #500, Milwaukee WI 53204 Hours
About Capital First Trust Company
Capital First Trust Company is an independent trust company based in South Dakota, dedicated to delivering exceptional customer service to its clients. The company specializes in providing custom trust solutions and services, catering to a wide range of clients, including settlement planners and individuals in need of corporate trustees. Customers frequently highlight the personalized care and support they receive, which instills confidence in their financial decisions. Clients have expressed deep satisfaction with the services provided, often mentioning the professionalism and compassion of their trust officers. Juan Sanchez, a trust advisor at the company, is frequently praised for his outstanding dedication and prompt communication, responding to inquiries quickly and ensuring that clients feel valued and secure. Other trust officers, like Matthew Albers, also receive commendations for their responsiveness and personal touch, enhancing the client experience through meaningful connections. Overall, Capital First Trust Company is recognized for its commitment to helping clients navigate their financial needs with integrity and trustworthiness, making it a highly recommended choice for anyone seeking reliable trust services.
Most Recent Reviews
May 2026
Juan Sanchez is my son’s trust officer and he has been an incredible asset to my son and entire family. His patience in guiding us through the process coupled with his sense of urgency when executing our requests is truly appreciated.
May 2026
I have the opportunity to find financial services for my own life using capital first trust fund.
They had been very prompt for placing every detail of my account back to me.
I've no complains about that so
far.
It has been a genuine experience with nothing but love.
Kaycee and Tammi
December 2025
Working with Dan was a top notch professional experience!
More Comments(51)
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