Choice Reviews 320

Ana was patient with me, since I was not good at computer work. She stayed on the phone with me during my setup and she kindly answered all of my questions.

Every time I have had any question, even the slightest, I have received a rapid response and been treated like a valued customer!

I couldn’t be happier with the service provided to me by, Joelle Tucker. She was knowledgeable and provided me access to my money within days of speaking to her. One of my best financial moves was consolidating my retirement accounts into choice. They provided me with control of my investments that I did not get with other financial institutions.

Marie was very helpful!

Called for a quick issue and a few questions.

Ana Henry was polite, professional, had positive energy, and was very helpful.

Thanks Ana!

Michelle did a grreat job communicating and got the answers I requested

Maribel took the initiative to call me, introduced herself and go over some things she believes I can benefit from. Her proactive outreach showed she valued my relationship with Choice and if there is a need, I know who I can reach out to. Much appreciated.

Marie was a big help. I was a little stressed but with her help I was able to get everything straitened out. I am very thankful.

I was treated as though I mattered and my request were fulfilled expeditiously.

Very helpful in getting the information I needed and directing me on updating my information

I had changed my silver investment from a traditional IRA to a ROTH. I thought the credit card I'd had on autopay with my traditional IRA would continue over to the ROTH. It did not. I got a written notice saying that I needed to pay my fee and charged me an extra fee for mailing the bill to me.
Leslie Anna refunded my mailing fee and assisted me in getting my CC on auto pay for my future ROTH payments.

Leslie anna is one of the most personal helpful representatives I have ever spoken to. She helped with my credit card payment problem and made appropriate changes. I feel reassured with someone like her involved.

Leslie Anna at Digital Trust was amazing. She went above and beyond to help me do everything necessary to meet a very tight deadline for an investment I was working on. An exceptional experience!!

Leslie Anna answered my question concerning my asset transfer in a timely manner. She was prompt and courteous. Asked if I had any other needs or concerns.

Joelle Tucker went above and beyond to find the answers I needed to clarify regarding the SEP IRA. I appreciate your efforts and your patience.

As a very tenured client of Choice, actually I was a client when it was Kingdom Trust Via Bitcoin IRA, I was very impressed when Maribel reached out to me. She was able to suggest a more viable solution for me and was genuinely interested in my relationship with Choice. Because of Maribel ability to solve for my concerns, I will be staying with Choice instead of going elsewhere.

Joelle Tucker was pleasant and informative as she helped me sort out the details for reporting the year-end Fair Market Value of my Choice HYOK account.

answered all my questions and told me when i could expect to complete it
it was : Michelle Ceballos that helped me thank-you

I would like to thank Leslie Anna for great customer support. She promptly provided me the required links to update my account. Digital Trust has been a great service to work with.