Amy K.
9/15/2023
I am a client of this Trust company for about 12 years now and been through 7 Trust Officers. Only one seemed to care. This new officer that took her place is not qualified to do this job. I...
Capital Trust Company
Closed
(2)
234 W Florida St Ste 400
Milwaukee, WI 53204
Capital First Trust Company is an independent South Dakota chartered trust company with over 25 years of experience in the trust industry, specializing in a variety of custom trust solutions including Settlement Preservation Trusts, Special Needs Trusts, and Asset Protection Trusts. Committed to delivering exceptional customer service, the company prioritizes transparency, accountability, and the highest ethical standards in managing clients' assets and financial futures.
With a focus on building long-lasting relationships founded on trust and mutual respect, Capital First Trust Company supports beneficiaries, financial advisors, and families through various trust services. Their dedication to client-centric care ensures that clients receive personalized attention and the reassurance that their assets are handled with care and diligence.
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Reviews
1.02 reviewsMichelle M.
12/19/2022
I would stay far far away from Capital First Trust Company if you're a very involved person in your finances. Trying to get your Trust Officer on the phone that has any knowledge of your account...
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