Forge Trust - San Mateo, California

julia L.

😊 from my 1st phone call to Forge Trust,
Marta made the entire experience & transaction seamless … she was everything you equate to excellent customer service ! She was professional! knowledgeable! polite! friendly & kind ! ( Thank you Marta! )
She provided detailed instructions and sent required documents with her “much needed” attentive guidance from start to finish.
Marta is simply said , exceptional @ courteous & professional
customer service ! Thank you Forge Trust for providing the above par quality of customer service!

Paul M.

I had the pleasure of working with Ricardo Romero at Forge Trust, and I can't recommend him highly enough! Ricardo helped me navigate the process of opening and transferring funds from my IRA to a self-directed IRA, and he made what could have been a stressful experience seamless and straightforward.

From the start, Ricardo took the lead, handling the communication with my previous IRA custodian directly and keeping me informed every step of the way. He was tenacious in making sure the process moved forward smoothly, even under an extremely tight time frame.

His professionalism, expertise, and commitment to seeing the process through were truly impressive. I felt confident knowing he was in my corner and handling all the details. If you're looking for someone who is knowledgeable, proactive, and dedicated, Ricardo is the one to call. Thank you, Ricardo, for your outstanding service!

Ralph O.

I’ve been a ForgeTrust IRA client for over 10 years. My experiences with their customer service representatives has always been extremely positive and they are well trained to handle the many challenging questions I have for them. Their response time is very quick and I would highly recommend using Forge to manage your IRA.

Shannon M.

My family and I had the best experience working with Forge Trust and, specifically, Ricardo Romero. We came to them in a bit of a time crunch and needing to get everything processed both accurately, and most importantly, quickly. Ricardo worked with us to make sure each of us had the best experience and that everything went through without any issues. They were very professional and really showed that they cared. We had the best experience and I could not recommend them more.

Jannene D.

Garrett S, from Forge Trust Co's customer service was incredibly helpful and patient with me today. I needed help with some information regarding RMD and he had all the answers for me. I've spoken with him on a couple of occasions and can say that he is consistently the best!

Diane S.

I have been conversing with Maria Houston regarding my Gold IRA account. She was always very pleasant and knowledgeable. She was very patient and explained thoroughly the answers to my question. She also sent me emails with information and documents that coincided with the questions I was asking. I am very grateful for having been helped by Maria!

William S.

Kristi Paetow provided me with excellent customer service, walking me through a to-be-filled-out form. I am 84 years old and her excellent attitude and patience provided me with another positive customer support experience with Forge Trust.

She deserves a raise from an always-excellent customer service company!

Thank you Kristi Paetow and thank you Forge Trust.

Michael B. (. A.

I called Forge Trust to inquire about the status of an account that I have with them. After speaking to Garrett, he not only answered my questions, but he provided me with alternatives that I could consider should I decide to do other things with my account. I must say, that in world full of poorly trained customer support personnel, Forge Trust, and Garrett, can hold their head high. I was impressed and thankful for the support I received - it was over and above what I expected. Thank you, Garrett.