"Consumer Reviews on Companies, Products and Services"

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Sterling Trust
Smokester7306 July 8, 2011
I am a cpa, cfp, clu, and have been in the financial services for over 20 years. i have a thriving financial advisory business|. i do not make it a habit to complain about companies|. sterling trust charges unreasonably high fees to custody assets?. i am extremely disappointed with their poor customer service!. they are slow move asset out, and quick to reject transfer forms/. their staff are rude.. They charged me over $400 to convert my roth ira from a traditional ira, and $135 to transfer my account out:. this company preys on customer assets...fees them to death...then fees them on the way out. read full review »
Filled under: Services Location: United States

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