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!

William T.

Chelsea of Forge Trust helped me resolve an issue with my distribution request. She went back to her team while I was on hold to see if she could simplify and speed up my request knowing that it was important to me. The situation was resolved when we agreed to resubmitting my request with the corrected information in the form. Thanks again!

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.

Jordan L.

Forge helped me set up a Self-Directed IRA that I can use for investment purposes. I really liked that I was able to call them and talk to a person when executing a complicated financial transaction. I talked to a lot of folks there and found them to all be very knowledgeable and professional. There fees are very reasonable. The process for setting everything up is easy to do with their electronic forms but again it does help to be able to get on the phone with an actual person who will help you when corrections are needed. I found the whole process to be relatively seemless!

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.

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!

A W.

I've worked with Forge Trust for over a decade and continue to find them knowledgeable, efficient, friendly, and compliant with tax authorities. Though others may have lower fees, Forge consistently saves me time and delivers faster results, important for managing my IRA investments. Recently Patricia Rosales, Private Equity Specialist, approved and funded a new investment in 2 days, beating Forge's 3-5 day normal timeframe. Priceless, thanks Patricia!