Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Financial Services

Specialized Trust Company

Reviews

This profile includes reviews for Specialized Trust Company's headquarters and its corporate-owned locations. To view all corporate locations, see

Find a Location

Specialized Trust Company has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Customer Review Ratings

    4.67/5 stars

    Average of 12 Customer Reviews

    Want to share your experience?

    Leave a Review

    Review Details

    • Review fromChelsea S

      Date: 09/16/2022

      5 stars

      Chelsea S

      Date: 09/16/2022

      My husband and I just recently had twins and the idea of having a financial future in place for our growing family became a big reality. After speaking with a family member who is a client of Specialized Trust Company, we decided to reach out to them ourselves. I can't say enough good things about this company. They were not only sincere in wanting to help me and my family, but their service is incredible. Everyone I have spoken to there has been professional and friendly. I am really looking forward to working with them and also setting my family up for and amazing future.

      Specialized Trust Company

      Date: 09/17/2022

      Thank you so much for the kind words!!
    • Review fromDebbie S

      Date: 09/14/2022

      5 stars
      My husband and I recently retired and wanted to continue using our 401ks that we have been investing into. After talking to Specialized Trust, we were not only elated to the news that we could move them over to a self-directed account and continue investing, but so pleased on the knowledge and service Specialized Trust provided us. We are not only looking forward to their education classes but will highly recommend them to our friends and family. If you are looking to continue growing your retirement accounts, you need to contact them

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.