New Direction Trust Company

Jon Ruckle _{on Google}

Apr 10th, 2024

Prompt and reliable service. Lori Johnson was engaged, responsive, and i enjoyed working with her.

John Roder _{on Google}

Apr 3rd, 2024

My experience dealing with New Direction Trust Company continues to be exceptional. I have closed several transactions in the last two years with the assistance of Lori Johnson and she is a great example for the organization to follow. She is quick to understand any transaction, no matter how complex, performs her job functions carefully, correctly, efficiently, and timely, and delivers satisfaction every time. Her work is appreciated, as is the work of everyone I deal with at NDTCO.

John Patten _{on Google}

Mar 30th, 2024

Aubrey Parnel was extremely knowledgeable and helpful. He assisted me with my transaction and was patient and courteous.

Alysson Troffer _{on Google}

Mar 29th, 2024

Today, I called NDTCO to initiate a transaction. Client Services representative Kris Sharp was so kind and incredibly helpful. Other than the initial account setup some years ago, I hadn't done any other transactions with this account. She guided me through the process and was right there with me, answering my questions along the way. I couldn't have asked for a better customer service experience.

Shinji Salmoiraghi _{on Google}

Mar 28th, 2024

Working with New Direction Trust Company has been a very positive experience. Thanks to Nickie Schultz helped me through the sale of an IRA asset and did a great job. I'd highly recommend working with this team of professionals.