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Business Profile

Retirement Planning Services

New Direction Trust Company

Reviews

Customer Review Ratings

4.73/5 stars

Average of 80 Customer Reviews

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Review Details

  • Review fromLoretta R

    Date: 10/18/2024

    5 stars
    I recently closed on the sale of an investment property with **** ******* from New Direction IRA and working with her was a blessing! She was patient with all my questions and professional throughout the process. I am in the process of searching for a new investment property and I look forward to working with **** once again!
  • Review fromNancy S

    Date: 10/13/2024

    5 stars
    **** ******* did a great job of managing the closing sale on my property. She communicated regularly so I always knew what was going on.
  • Review fromLinda V

    Date: 09/25/2024

    5 stars
    Customer service representative Sheri Romero was very caring, patient and helpful helping me complete my cash distribution form. Grateful!

    New Direction Trust Company

    Date: 09/27/2024


    Hey *****,

    Team NDTCO appreciates your positive feedback! Fantastic to hear ***** was incredibly helpful to you through your distribution process. We value you as a client and strive to provide exceptional customer service.

    Thanks again!
  • Review fromSam M

    Date: 09/17/2024

    5 stars
    **** ******* provided exceptionally conscientious, professional and affable service during the sale of my real estate property held by New Direction Trust. Early in the process she gave clear and concise instructions about the transaction. The process proceeded without difficulty. I could not ask for better experience.
  • Review fromgary t

    Date: 08/30/2024

    5 stars
    **** ******* of New Directions was wonderful to work with. She responded to questions and requests immediately and was a pleasure to work with. I very highly recommend her and her company ****

    New Direction Trust Company

    Date: 09/06/2024


    Hey ****,
    Thank you for your wonderful feedback! Were thrilled to hear that **** provided such prompt and responsive service, making your experience with NDTCO a pleasure. Your high recommendation of both **** and our team is greatly appreciated. Thank you for choosing NDTCO!
  • Review fromJanette F

    Date: 08/29/2024

    5 stars
    I have worked with New Directions Trust for the past two years. Just finished up my third transaction. Their communication is excellent, very prompt and cordial. As a senior trying to take care of business myself, I appreciate Breannas professionalism and cordialness in helping me take care of business.

    New Direction Trust Company

    Date: 08/30/2024

    Hey *******,
    Thank you for sharing your experience with NDTCO over the past couple of years. Were thrilled to hear that our communication and *******'s service has been exemplary throughout your transactions. Your trust and appreciation mean a lot to us. Thank you for choosing New Direction Trust Company, and we look forward to continuing to support you with your future investments!
  • Review fromJohn H

    Date: 08/27/2024

    5 stars
    I have worked with ***** for a few years now, and I am pleased with the assistance they provide to me. Questions are answered promptly and help is given whenever needed. I have worked with **** ******* specifically on a couple of transactions, and she is prompt and responsive. I am grateful for the assistance she and the rest of the team provide.

    New Direction Trust Company

    Date: 08/30/2024

    Hey ****,
    Thank you for your continued trust in NDTCO over the past few years. Fantastic to hear that ****, along with the rest of the team, has been prompt and responsive in supporting your transactions. Your appreciation means a great deal to us. Thank you for your kind words, and we look forward to continuing to assist you with your future investments.
  • Review fromChauncey G

    Date: 07/30/2024

    5 stars
    **** was excellent to work with and very prompt in all our dealings. She answered all our questions, got things to us on time and helped us to have a seamless transaction.

    New Direction Trust Company

    Date: 08/01/2024

    Thanks for sharing your positive experience with our team, ********! Were thrilled to hear that team member **** was excellent to work with, answered all your questions, and ensured that everything was handled promptly. Thank you for choosing NDTCO, and we look forward to assisting you with your future investment needs.
  • Review fromElizabeth W

    Date: 07/08/2024

    5 stars
    I want to commend your employee ************************ for the excellent job she did while working with me on my confusing withdrawal of some of my *** account today July 8, 2024.I am hearing impaired and she never once became impatient with me when I had to have her repeat herself several times while I was asking questions about the procedure. Often times people get annoyed because they have to take the time to repeat themselves when working with handicapped customers. ***** NOT ONCE was impatient with me and I truly appreciated it. She took the time to explain herself (and spoke louder and slower) for each question I had. The world needs more caring, considerate people in it like ***********************. Thank you for making my experience run smoothly and efficiently today. Gratefully yours, ***************************** P.S. If you had 10 stars she would have earned all ten (10) of them!
  • Review fromDouglas R

    Date: 06/20/2024

    5 stars
    After several successful real estate transactions with NDTCO over the past several years, this week we closed on my first Private Money Lending deal. It was great to partner with *********************************** who quickly took ownership of the project in a very professional and friendly manner. As time became tight (due to paperwork error on my part), ****** continued to lean in to make sure we met our obligations. Thank you ******! Excited for more deals in the future.

    New Direction Trust Company

    Date: 06/21/2024

    Thank you for sharing your experience and for your continued trust in NDTCO. Were thrilled to hear about your successful Private Money Lending deal and that ****** provided professional and friendly support throughout the process. We appreciate your kind words and are excited to assist you with more deals in the future. Thank you for choosing NDTCO!

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