Equity Trust Company - Fort Myers (FL)

5 /5 Mike ANDREWS: I have been a customer of Midland IRA for several years. Over this period, Geoff Watts has assisted me multiple times well exceeding my expectations. I have expected great service from Midland as others had recommended them many times. I honestly do not know how Geoff could do better. Mike Andrews December 5, 2022

5 /5 Jennifer Rasbold: Casey & Geoff have been amazing. I have been made to feel like I am the most important client they have. Casey has gone out of his way to make my transition to Midland easy. Any question I had at any time was answered completely and I always felt like they were happy to share their knowledge and easy any anxieties I may have. I completely recommend Midland Trust they employ wonderful people!

5 /5 Michael Soop: It’s always a pleasure interacting with Emily Sarabia and the entire Midland Trust team. In spite of their busy workload, I’m generally able to speak directly with a representative each time I call. If I need to leave a message I can always expect a timely and helpful response. I am very appreciative of the five star service I have received from Midland Trust.

5 /5 Max: Sending this review regarding our latest experience with Midland Trust. We thank Geoff Watts (our contact at Midland) for all the information he gave us prior to our transfer of funds from broker A to broker B. We called Geoff prior to initiating the transfer and he gave us detailed information of the process, forms to be filled out and time it would take. This was not our first transfer but we have not made one in a few years and some of the forms have changed so he made sure we knew what needed to be done. Once the initial transfer was made from broker A to Midland, Helen Granum made sure that everything was processed quickly so the funds could be wired to broker B. They both did an outstanding job and we are very pleased with the service provided by both Geoff and Helen. As a customer, when you have funds being moved from A to B, you are concerned until the transfer is complete. Thank you again to Geoff and Helen, your service and help to complete this transaction is very much appreciated !!

5 /5 David Robert Lambert: Midland IRA, now called Equity Trust Company, is very easy to deal with. This is my 4th investment using them, three in Panama and one in Spain. I highly recommend them.