Your customer service associate (Kavarsak) was extremely helpful finding my account and walking through all my concerns. She was extremely pleasant and comforting when discussing my concerns. You need more associates like her, or have her train new associates so you have more great employees as she is. Great Job!!
Review by Mimikyu2 weeks ago
I was assisted quickly and also had a representative stay on the line to make sure I had everything handled once and done.
Thank you for a quick and painless experience.
Review by Fransena2 weeks ago
she went above and beyond, I was having a hard time rolling over to another company . She stayed on the phone with me and make sure every thing went threw smoothly, thanks again Judy
Review by Sézane2 weeks ago
Had a really good experience and phone call with Melody who was knowledgeable, courteous and patient.
Review by Dreesen2 weeks ago
Efficient and comprehensive customer service.
Review by Dtc Gowrisetty3 weeks ago
Responsive when I needed a quick turnaround!
Review by Renden3 weeks ago
To Whom It May Concern,
I recently requested a distribution from and existing IRA held by your company. The person I spoke to ,Peggy, was extremely helpful with this transaction. She was extremely patient, kind and very knowledgeable of the system and procedures to help guide myself through the process. The service she provided was unquestionably the best I’ve ever experienced. My hope that is I have any questions in the future I’m fortunate enough the Peggy answers the phone. She is a real asset to your company.
Review by Yashnil3 weeks ago
I started out having a horrible experience. But I soon realized it wasn't the fault of Millennium Trust, but the company I worked for before that moved my funds without notice. Marlene, one of the representatives, was every helpful in taking care of my issues and walking me through every process.
Unfortunately, the online website is not easy to work with, and not user friendly. That is a downside for a company that wants to make online presence to be recognized.
I appreciate the time and follow up that Marlene has provided me and she did her best to change my experience from a rotten one to one that i'm okay with.
Review by Jenniver Roelfsema3 weeks ago
very happy with the help I received from Vibha Patel.
Review by Haly Rokko4 weeks ago
Whenever I need assistance in meeting capital calls, transferring cash or making a new investment in my IRA, the support staff at Millennium is outstanding and super responsive.
Review by ShadowStorm Seiders4 weeks ago
excellent and responsive courteous answers to my questions
Review by Inspiring4 weeks ago
It took ME a bit to get it all together. All of the associates I dealt with were most helpful - Jackie - Jennifer - Dave were the only names I wrote down. I just seems like so much but all ended great. Thanks to all of your team,
Review by Headly1 month ago
Address change. The woman I spoke with, after appropriately identifying me, efficiently processed my account address change.
Review by Xenforo1 month ago
the Millennium web site is VERY confusing -- hard to set up and use. The person that assisted me was excellent and patiently stayed on the line with me until I had successfully navigated the web site
Review by Yuanhong1 month ago
I had the pleasure of speaking with a Joanna D. and she was quite helpful, our conversation was quite pleasant and she provided me with all the pertinent information to proceed with what I was doing.
Review by Eplankeni1 month ago
I would like to express my gratitude for the representative Judy H. Judy was able to assist me , Judy went above and beyond in assisting me, took the time necessary to help me. Judy is an excellent employee of Millennium Trust.
Review by Izdelava1 month ago
Staff is always professional and patient. Very pleased with our long term relationship.
Review by AnnaJoy Frageorgia1 month ago
I think it should be easier to file a claim over the phone or complete form electronically.
Review by Mogani1 month ago
Great service, excellent staff.
Review by Kundal Wedeen1 month ago
Love the assistance.
Everyone is really nice.
Keep up the good work.
Review by Bonnibelle1 month ago
Your on line access has been glitchy recently. I did not have this issue with T Rowe or other companies I deal with.
Review by Ruqsana Listapr1 month ago
Threw my journey of getting my distributions, Millennium trust have been truly helpful and I truly thank you from the bottom of my heart ..
Review by Karlein1 month ago
Extremely polite and helpful and knowledgeable
Review by Zebeulin1 month ago
I had a roll over account and I wanted my money Distributed directly to me money was in my acct the next day..Thank you