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Sterling Trust

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9 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		 AVOID Sterling Trust!!!

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
 23

Rorok		 Sterling Trust - Overall Bad Service

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
 322

Lastams		 Sterling Trust are hold-up artists

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
 309

Viking A...		 Sterling Trust Company: Ripped Me Off

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
 807

Smokeste...		 Sterling Trust...fees way too high....bad service

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
 828

Fredgirl		 Sterling Trust is not trustworthy

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
 1369

Anonymous		 Sterling Trust - Fees are too high

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
 979

Merlindy		 My self-directed IRA is being held-up by Sterling Trust

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
 1787

Emakkas1...		 Sterling Trust will keep your fees if you try to cancel

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
 2668
Reviews 1-9 of 9

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