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4 years ago

Millennium Trust has been absolutely wonderful to ...

Millennium Trust has been absolutely wonderful to work with!!!

I had an aggressive deadline to move my investment $$ from my current custodian to Millennium Trust in order to invest in a private company.

I communicated with Millennium Trust. They understood my urgent need and expedited all the needed steps. The folks I dealt with were fantastic, and more specifically, they were Marcia Spychalski and Asha Ravoorie (from Investor Service), Laurel Szmuksta (from Transfer Dept), and Amber Folkens (Pre-Custody Team Lead)!! I can not thank them enough for meeting my needs!!

Thanks for the excellent support!!

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