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Sterling Trust

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14 complaints

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Sterling Trust was founded in 1974 with the purpose to help customers with a range of difficult financial situations. It is one of the leading independent financial companies in the country. Sterling Trust provides its services to registered investment advisors, financial professionals, investment product sponsors and broker dealers across the USA. The company has a wide specialization including non-qualified custodial accounts, self-directed IRAs, qualified business retirement plans etc. Sterling Trust offers the complete list of jury accounts for businesses and individuals such as SEP and SIMPLE IRAs, defined benefit and profit sharing plans and more. The company is a member of the Better Business Bureau and Greater Waco Chamber of Commerce. Sterling Trust also holds traded, alternative, private placement and publicly-registered investments. Please try to contact Sterling Trust Customer Service directly prior to posting any complaints on this site.

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Sterling Trust Complaints & Reviews
Sterling Trust Reviews

Anonymous		 Sterling Trust is totally incompetent
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

This company does anything it can to hold onto your money so it can charge exorbitant fees. A different person (Janie, the worst--Leah, Sam, Dee, Kevin are the ones I wrote down af...

#308257
Mar 28, 2012
 247

Hanfran		 Sterling Trust - Gold ira
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

We changed our ira from e trade to a gold ira at rosland capital, they charged about 20% fee for opening an ira then they have to store the gold and so sterling trust comes into p...

#305023
Mar 15, 2012
 315

Geezerga...		 Sterling Trust is a scam! Stole my money!
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Several thousand dollars disappeared from my account while I was deployed to Iraq. They charged enormous "fees" designed to drain my account within a few months. I tried to ...

#304012
Mar 11, 2012
 314

Seacoast...		 Sterling Trust - Operations Nightmare - They are the Worst
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

We are a company that sells shares of Stock thru Self Directed IRA. We recommended to our customers to try Sterling and they are by far the absolute the Worst Company I have ever ...

#298036
Feb 17, 2012
 438

Sjdrosch		 Sterling Trust - Time wasted & most frustrating experience ever
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Kept asking for material previously submitted.I had to prove info was submitted. Took over one month to complete the transaction. The transaction involved a Roth IRA investment in ...

#296750
Feb 13, 2012
 278

Anonymous		 AVOID Sterling Trust !!!
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

I have had an IRA with Sterling Trust in Waco for over 4 years. They have screwed up financial transactions and paperwork many times. They should not be allowed to be in any fina...

#291222
Jan 23, 2012
 334

Rorok		 Sterling Trust - Overall Bad Service
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

This company acts more like a start-up with new employees. Have been with them 2 years. Still have a transferred IRA in "pending Status". Their response "It's okay, it will clea...

#272239
Nov 02, 2011
 670

Lastams		 Sterling Trust are hold-up artists
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Sterling trust has refused to correct an incorrect 1099, showing an early distribution, unless I pay a processing fee. When I attempted to close this account and liquidate the gold...

#268095
Oct 14, 2011
 639

Viking A...		 Sterling Trust Company: Ripped Me Off
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Sterling Trust company was given $40,000 for gold and palladium to be purchased from Midas Gold. Sterling claims they never got the gold from Midas yet charged me for storage fees ...

#247893
Jul 09, 2011
 1224

Smokeste...		 Sterling Trust ...fees way too high....bad service
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

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...

#243774
Jun 17, 2011
 1168

Fredgirl		 Sterling Trust is not trustworthy
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Consider my experience with Sterling Trust (privately owned by Equity Trust and the Richard Desich family) Been associated with Sterling Trust for over 8 years in th...

#225137
Mar 05, 2011
 1778

Anonymous		 Sterling Trust - Fees are too high
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Sterling Trust is holding my IRA Account, which is worth about $300 at this point. I was just charged an annual holding fee of $195. When I called to ask for a fee reduction, I w...

#224805
Mar 03, 2011
 1294

Merlindy		 My self-directed IRA is being held-up by Sterling Trust
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

My self-directed IRA was transferred to Sterling Trust by Trust Administration. For 3 weeks I have been trying to get a distribution of $3,000.00. Sterling Trust replied that the...

#191726
Jul 30, 2010
 2151

Emakkas1...		 Sterling Trust will keep your fees if you try to cancel
5.0 7901 Fish Pond Road WacoTX 76710 800-955-3434, 254-751-1505 http://www.sterling-trust.com/company/contact.html

Warning : If you are trying to transfer your funds from your 401k plan into a new Sterling Trust account be very careful. If your 401K plan has provisions preventing you to transf...

#180075
Apr 28, 2010
 3109
Reviews 1-14 of 14

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