Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Find a Location

New Direction Trust Company has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Customer ReviewsforNew Direction Trust Company

    Retirement Planning Services
    View Business profile
    View Business profileBBB accredited business

    Star rating
    10 word minimum.

    You can use up to 2000 characters

    Provide Your Information to Leave a Review

    Thank you for taking the time to leave a review! Please enter your information below to submit your review to BBB.

    All fields are required. Your first name and first initial of your last name will display online. Your full name will only be used to allow the business to verify you are a customer.

    This is automatically determined using your first name and first initial of your last name.
    How would you like to confirm your review?
    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Verify your phone number

    Enter the 6 digit code sent to the phone number ending in undefined

    If you have not received a code within 2 minutes, you can re-send it.

    136 Customer Reviews

    Sort By
    • Date
    • Highest Rating
    • Lowest Rating
    • Review from Chauncey G

      5 stars

      07/30/2024

      **** was excellent to work with and very prompt in all our dealings. She answered all our questions, got things to us on time and helped us to have a seamless transaction.

      New Direction Trust Company Response

      08/01/2024

      Thanks for sharing your positive experience with our team, ********! Were thrilled to hear that team member **** was excellent to work with, answered all your questions, and ensured that everything was handled promptly. Thank you for choosing NDTCO, and we look forward to assisting you with your future investment needs.
    • Review from Elizabeth W

      5 stars

      07/08/2024

      I want to commend your employee ************************ for the excellent job she did while working with me on my confusing withdrawal of some of my *** account today July 8, 2024.I am hearing impaired and she never once became impatient with me when I had to have her repeat herself several times while I was asking questions about the procedure. Often times people get annoyed because they have to take the time to repeat themselves when working with handicapped customers. ***** NOT ONCE was impatient with me and I truly appreciated it. She took the time to explain herself (and spoke louder and slower) for each question I had. The world needs more caring, considerate people in it like ***********************. Thank you for making my experience run smoothly and efficiently today. Gratefully yours, ***************************** P.S. If you had 10 stars she would have earned all ten (10) of them!
    • Review from Douglas R

      5 stars

      06/20/2024

      After several successful real estate transactions with NDTCO over the past several years, this week we closed on my first Private Money Lending deal. It was great to partner with *********************************** who quickly took ownership of the project in a very professional and friendly manner. As time became tight (due to paperwork error on my part), ****** continued to lean in to make sure we met our obligations. Thank you ******! Excited for more deals in the future.

      New Direction Trust Company Response

      06/21/2024

      Thank you for sharing your experience and for your continued trust in NDTCO. Were thrilled to hear about your successful Private Money Lending deal and that ****** provided professional and friendly support throughout the process. We appreciate your kind words and are excited to assist you with more deals in the future. Thank you for choosing NDTCO!
    • Review from Peter S

      5 stars

      06/18/2024

      *********************** at New Direction Trust did a wonderful job assisting us with the purchase and following sale of the property in our IRAs. It was a great experience working with her!

      New Direction Trust Company Response

      06/21/2024

      Thank you for sharing your positive experience, *****! Were delighted to hear that **** provided wonderful assistance with both the purchase and sale of your property within your IRAs. Your satisfaction is our top priority, and its fantastic to know that working with our team made the process smooth and enjoyable. Thank you for choosing NDTCO, and we look forward to supporting you in future transactions.
    • Review from Ric P

      5 stars

      06/07/2024

      Great Job on coordinating my property sale ***********************! You made the process very easy !
    • Review from Olga L

      5 stars

      06/05/2024

      This is my first year as a NDTCO client and I just completed an out-of-state property purchase via a complex financing arrangement. *********************** and ********************* were absolute superstars with facilitating a multi-stage transaction, coordinating numerous parties to the closing and answering most obscure questions in a timely and professional manner. I am most grateful for their patience and expertise. What a team!
    • Review from Steven O

      5 stars

      06/03/2024

      As a long time customer of NDTCO I wanted to give a shout out to 2 of the team members who are fantastic to work with who recently helped me out ...*********************** and *************************... I have done many transactions investing in real estate of various forms over the years.. They are both knowledgeable and proactive in guiding the client to correctly execute documents in the proper way...For me, each property or investment is unique and **** and **** are insightful in managing all aspects of the transaction.. I am extremely pleased with their customer service as they reach out with emails or phone calls to make sure there are no delays... Thank you **** and **** !!!************
    • Review from Bonnie L

      5 stars

      05/08/2024

      I have been a NDTCO client for a number of years and have purchased and sold multiple properties within my **** My most recent transaction, facilitated through ***********************, went very smoothly.She was responsive, professional, and knowledgeable. She executed all the documentation and coordination seamlessly with the title company. **** is an excellent asset to NDTCO!

      New Direction Trust Company Response

      05/09/2024

      Thank you for your continued trust in ***** and for taking the time to share your positive experience. We're thrilled to hear that your most recent transaction, facilitated by ****, was executed smoothly and met your expectations. Your kind words affirm our commitment to maintaining a high standard of service. We appreciate your feedback and are proud to have **** as a key member of our team. Thank you for being a valued part of the ***** community, and we look forward to assisting you with future transactions.
    • Review from Krista N

      5 stars

      05/07/2024

      I've been working with *********************** at New Direction and he's been great. I've got a complicated issue that I've struggled to find a solution to and ************** has taken initiative and is very responsive to helping me get answers to all my questions.

      New Direction Trust Company Response

      05/09/2024

      Thank you for sharing your experience working with our team and highlighting Parnel. We are delighted to hear that he has been proactive and responsive with your complicated issue. Our team is committed to taking initiative and providing comprehensive support to our clients. Your feedback is invaluable and serves as encouragement for us all. We appreciate your trust in NDTCO and we look forward to continuing to support your investment journey.
    • Review from Jenna J

      5 stars

      04/29/2024

      ******************* gave me unbelievable service. My request was not a regular one, and **** admitted that on our first call. But she committed to seeing my issue through to completion, and that she did! Follow-up personal phone calls are so rare these days. She listened to what the concern was, understood where I was coming from, then did everything she possibly could to see it through to completion. NDTCO is very lucky to have **** she is a true asset.

      New Direction Trust Company Response

      05/03/2024

      Thank you so much for sharing your experience with NDTCO. We are thrilled to hear about ****' commitment to resolving your non-standard request including proactive follow-up. Our team looks forward to continuing to serve you with the same level of exceptional care and dedication.

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.