CFMF celebrates one year with Equity Trust and Vantage Financial
CFMF celebrates one year with Equity Trust and Vantage Financial

CFMF celebrates one year with Equity Trust and Vantage Financial

It has been a year since CFMF began working with Equity Trust as the trustee of client accounts.

Since the trustee transition we have seen a marked increase in service provided to the clients of CFMF. A few examples would be:

  • New accounts are being opened within an average time frame of approximately 7 days.
  • Distributions are being processed faster and more accurately than ever.
  • The statements being provided by Equity Trust on a quarterly basis are simple and easy to review and understand.
  • Equity Trust has offered all clients with active trusts the ability to access their accounts on-line.
  • Tax documents were prepared at the expense of CFMF in a timely manner.

As an organization we are very comfortable with the service we receive from both Equity Trust Company as well as our third party administrator Vantage Financial.  We hope you took a moment to review the CFMF annual report that was mailed to you recently. In the report you will notice that, CFMF now holds over 64 million dollars in client assets and continues to expand its growth throughout the State of Ohio. We are very pleased with the service being provided to our clients.  We welcome any feedback you may have.  You may contact the administrative office at 216-736-4540 or info@cfmf.org.

Print Friendly
X