5 /5 Max: Sending this review regarding our latest experience with Midland Trust. We thank Geoff Watts (our contact at Midland) for all the information he gave us prior to our transfer of funds from broker A to broker B. We called Geoff prior to initiating the transfer and he gave us detailed information of the process, forms to be filled out and time it would take. This was not our first transfer but we have not made one in a few years and some of the forms have changed so he made sure we knew what needed to be done. Once the initial transfer was made from broker A to Midland, Helen Granum made sure that everything was processed quickly so the funds could be wired to broker B. They both did an outstanding job and we are very pleased with the service provided by both Geoff and Helen. As a customer, when you have funds being moved from A to B, you are concerned until the transfer is complete. Thank you again to Geoff and Helen, your service and help to complete this transaction is very much appreciated !!
