Robert M.'s review of Sterling Trust, A Division of Equity Trust Company

Sterling Trust, A Division of Equity Trust Company

Preferred Members
Regal Assets
4.6 star rating 0 miles
Coast One Tax Group
4.7 star rating 0 miles
Nettworth Financial Group
5.0 star rating 0 miles
Dragon Cell
0 miles
         
Customer Reviews & Ratings
Complaint Posted 2/17/2012
. 1
. 0
Operational Nightmare
I am part of a company that sells shares thru self directed IRA's. We tried to use Sterling Trust for the First time and they were a Nightmare. Their People are incompetent as well as their management. They were suppose to send the Transfer Requests Overnight - but didn't which caused a huge Delay in the processing by other financial firm. We called them for a Week wondering where the money was and they informed us a week later that they made the mistake. It took forever to get anyone who had a clue on what they were doing - they do not know any of the procedures of the other Financial Firms although they do this day in and day out. Total Incompetence on all levels. After we did get Senior Management Involved they escalated - resent the requests overnight - but even after the delays they forgot to ask that the money be wired or overnighted. Even if you have agreed to pay the Fee's they just are not competent enough to handle simple transactions! The money was sent to them thru regular mail??? I am not at all confident that it we will ever see the investment.
 
 
 
Was this review helpful? (12)
Send Message to Reviewer
Report abuse
How To edit your review
 
Additional Business Information
Hours   Phone   Address   P.O. Box 2526
Waco, TX 76702
Website   Email  
Contact   Other  
 
 
 
© Copyright 2017 TrustLink All Rights Reserved.