TradeSmith, LLCThe mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools.
TradeSmith, LLC (tradesmith.com) has 273 customer reviews on Five Star Index, with an average rating of 3.5 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Hollywood, Florida
Excellent
Investments & Wealth · Orlando, Florida
Excellent
Investments & Wealth · Ponte Vedra, Florida
Excellent
Investments & Wealth · BOYNTON BEACH, Florida
Excellent
Showing 145 reviews with 5 stars · Clear filters
Todd H.
TradeSmith has helped take the emotions out of buying and selling. Couldn't live with out them!
Response from TradeSmith, LLCMay 20, 2024
Todd, Thank you for sharing your positive experience with TradeSmith. We're delighted to hear that our platform has helped you manage your investments with confidence and ease. Your satisfaction is our priority, and we appreciate your support. Best Regards, Your Customer Support Team
Joe T.
I spoke with Vienna who has a wonderful attitude and interested in my request. She also showed me how to navigate within TradeSmith to get to certain subscriptions.
Response from TradeSmith, LLCMay 14, 2024
Dear Joe, Thank you for taking the time to share your positive experience with us. We are thrilled to hear that you had a pleasant interaction with Vienna. Her dedication to providing excellent customer service and her eagerness to assist customers reflect our commitment to support and value every client. We are also pleased to know that Vienna could help you navigate TradeSmith effectively to access your subscriptions. We strive to ensure our platform is user-friendly, and your feedback is invaluable in helping us improve our service. Should you have any more questions or need further assistance, please do not hesitate to reach out. We are here to help! Thank you once again for your kind words, and we look forward to serving you in the future. Best regards, Customer Support Team
Angelena
Today Devin helped me to register for my first service with TradeSmith. He was very friendly, knowledgeable and patient to answer my questions. He made the whole onboarding process very easy and comfortable. A little while later I called back with a question and spoke with Avy. She was also terrific! She was very thorough, patient, friendly and knowledgeable about the site and other services TradeSmith offers. I am super happy with the level of support TradeSmith offers and am looking forward to working with them when needed in order to develop my trading experience. I'd also like to mention that I very much appreciate Keith Kaplan's sincere, direct and friendly approach as he explains the company and services he leads. His example filters through his company workers. I am happy to endorse TradeSmith to others. Sincerely, ~Angelena
Response from TradeSmith, LLCMar 6, 2024
Dear Angelena, Thank you so much for taking the time to share your wonderful experience with Devin, Avy, and what hearing from Keith Kaplan means to you. It's incredibly rewarding to hear about your positive onboarding process and the supportive interactions you've had with our team members at TradeSmith. Our mission is to ensure that every customer feels well-informed, comfortable, and supported throughout their journey with us, and it sounds like Devin and Avy perfectly embodied these values. We're looking forward to assisting you as you develop your trading experience and are here to support you whenever you need it. Your endorsement of TradeSmith means the world to us, and we're excited to have you as part of our community. Should you have any further questions or need assistance, please don't hesitate to reach out. Welcome to TradeSmith, and here's to your success in trading! Warmest regards, The TradeSmith Team
john C.
I'm 71 and mentally and physically failing. I normally try not to engage in conversation until after noon but Jason's deal was important and the previous night, three of my credit cards were declined. I called and Collin somehow understood what I was trying to convey to him. He was professional, thorough, polite, and most importantly he had a sense of humor. When I become nervous, I speak in tongues and Southern tongues to make understanding me, quite difficult. He did so, and never once did I feel he was talking down to me. I owned a business, so I know a little about people. My clients were the richest of the rich in my city and I good see Collin dealing with them and their peculiarities with no problems. I think it's a gift to deal with all socio-economic classes and make all feel as if that person is, will be the most important person he will speak to all day. I'm not easy to deal with, but Collin made Tradesmith the most professional finance publishing business I've dealt with. Don't waste his talents. J. Michael Cranford
Response from TradeSmith, LLCFeb 26, 2024
Dear Mr. Cranford, Thank you for taking the time to share your experience with Collin and the excellent service you received. We're delighted to hear about the positive impact he had, especially in understanding and addressing your concerns with professionalism, thoroughness, and a much-appreciated sense of humor. Recognizing the unique challenges and needs of each customer is a skill we value highly, and it's heartening to know that Collin exemplified this so well. Your insights and background bring valuable perspective, and we're grateful for your acknowledgment of Collin's ability to connect across different walks of life. Rest assured, we recognize the talents of our team members and are committed to nurturing and utilizing their skills to enhance our service continually. Thank you again for your kind words and for choosing Tradesmith. We look forward to serving you with the same level of professionalism and care in the future. Best regards
Bev K.
Andy and Landon are true hero's in my life! They are the heart of compassion and trustworthiness! You won't find anyone, anywhere that can beat their form of goodness in this world. God is truly blessing them and all who choose to deal with them!
Response from TradeSmith, LLCFeb 26, 2024
Thank you so much for sharing your heartfelt appreciation for Andy and Landon. We are truly honored to have them on our team, and it's inspiring to hear about the positive impact they've had on your life. Their dedication to compassion and trustworthiness reflects the core values we hold dear. It's feedback like yours that motivates our entire team to strive for excellence and to make a meaningful difference in the lives of those we serve. Thank you again for your kind words. We're thrilled to have the opportunity to work with you and look forward to continuing to earn your trust.
Hector L.
The support person, Avy, was extremely knowledgeable, and patient, and determined to get me what I was looking for. It wasn't enough that we got to the individual publication but she was determined to help me get that one particular screen that I saw during the presentation that I watched. She tried different approaches and was, humble enough to say that she was going to ask her colleagues, when we were not getting what I was looking for. Finally took about 15 minutes but she delivered. I have previous experiences where the support person suggests: "just go back to where we were and 'play around' to see if you might run into what you had seen and want to access." Avy needs to be acknowledged for how she performed; and commended for not giving up (as I have experienced with other support persons but NOT with Tradesmith).
Response from TradeSmith, LLCFeb 26, 2024
Dear Hector, Thank you for taking the time to share your positive experience with our support team member, Avy. We are thrilled to hear about the exceptional service you received. Avy's dedication, patience, and collaborative spirit truly represent the values we strive for at Tradesmith. Recognizing the importance of not just meeting but exceeding customer expectations, Avy's efforts to ensure you found exactly what you were looking for are indeed commendable. We will ensure that Avy receives the acknowledgment she deserves for her outstanding performance and commitment to problem-solving. It's feedback like yours that inspires our team to continue delivering the highest level of service to our customers. Thank you again for your kind words. Should you need any further assistance or have more feedback, please do not hesitate to reach out. Best regards
Morgan W.
My sales transaction with Andy went perfectly. She quickly and totally understood what needed to be done and made everything work. Thank You Andy!
Response from TradeSmith, LLCFeb 5, 2024
Thank you for your generous feedback! I'm thrilled to hear that your sales transaction with Andy was a success. We appreciate your recognition of Andy's quick comprehension and proactive approach in ensuring everything ran smoothly.
Lewis
Great customer service. Always a pleasure working with them.
Response from TradeSmith, LLCFeb 1, 2024
Thank you for your kind words! We're delighted to hear you had a positive experience with our customer service team. It's always a pleasure working with you as well. If you have any more needs or questions, feel free to reach out. We appreciate your feedback!