The Private Trust Company en Cleveland

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comentarios 5

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  Melleaux Mob

  :: 31 January 2023 08:42:02

  I spent many years with my family managing my trust and it caused a lot of issues. We finally got the trust transferred to PTC and Margaret took over managing the trust. It has been a major difference for me having PTC manage my trust. Margaret always makes sure I’m informed on what my mother wanted the trust to be used for. Furthermore, they also make sure to help me in any way they can. They’re very informative and trustworthy, which has allowed me to better understand how a trust is suppose to work. I can’t thank Margaret & PTC enough for the help they have provided me over the past few years!

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  Theodore Massaro

  :: 27 January 2023 10:54:47

  I have worked with PTC for the past 15 plus years and have found them to be proactively responsive to my needs at that of our client. A number of the people within the organization bring a great depth of knowledge and assistance in discussing various trust strategies. I personally believe a corporate trustee is most appropriate for our HNW clients.

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  larry parks

  :: 17 January 2023 21:09:36

  I interviewed Mannie Singh of PTC to see if his company would be a good fit for our needs. After a meeting we decided to hire his company. My wife and I are enjoying his expertise and direction. He has taken a lot of pressure off of us and is guiding me through this tough process! I would recommend Manny to anyone who is responsible for your family’s or friends wishes after their death! He has been a God send for my family!

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  Jim Wilkins

  :: 08 December 2022 11:00:11

  Since moving to LPL and using The Private Trust Company for my trust accounts, I have been extremely satisfied with The Private Trust Company. Recently Margaret Gudbranson became my trust administrator and I have been overwhelmed at how she handles my clients accounts. Not only does she have a very good knowledge of the trust business but she also knows my accounts' governing documents to the extent that she is able to give me very good input as to what is best for the beneficiaries. I myself am an attorney and began my career in the trust business and know how complicated and difficult it can be dealing with trust issues, Margaret is one of the best administrators that I have ever worked with.

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  Marcia Mootz

  :: 28 November 2022 21:53:27

  The Privater Trust Company has provided outstanding service, investment options, and family planning for our family for five decades, and four generations.. Bethany Bryant brilliantly leads this exceptionally talented team of professionals with laser focus on integrity, service, and a commitment of excellence to their clients. PTC is indeed the Gold Standard in the personal client-centered investment/planning realm.