Benefits of Working with Preferred Trust

The one thing that investment companies are always looking for is more capital. At Preferred Trust, we understand the importance of finding reliable sources of capital to support the growth and success of your business. That’s why we offer an easy and efficient solution for businesses. By partnering with Preferred Trust, you can immediately tap into another segment of capital fundraising efforts by asking one simple question to existing and future clients, “Do you have an IRA?”. We will take it from there. Tune into new episodes each week on The Preferred Way: A Retirement Podcast.

How to listen: Apple Podcast or Spotify Channel