Mark Bowron 
 
June 25, 2024
 
 
  
Preferred Trust (PTC) is a self-directed IRA custodian known for having great customer service.  Here is just one small example: they offer customers something many other financial institutions don't, namely, Medallion Signatures.  I strongly recommend PTC to anyone who already has an SDIRA or wants to open a new one.
  
 
  
 
 
  
 
 Joe’s Pro Street GTO 
 
June 25, 2024
 
 
  
Preferred Trust provides amazing, transparent customer service. Great communication and clear instructions towards my investment process and support of my investments. I know exactly what to expect and when with my Gold and Silver IRA!
  
 
  
 
 
  
 
 Deborah Lovett 
 
June 13, 2024
 
 
  
The person I spoke with  Alexandria was very pleasant and she answered all my questions. She's an assest to the company.
  
 
  
 
 
  
 
 Rafael De Castro 
 
June 12, 2024
 
 
  
Amber answered all questions i had i. A professional and courteous manner.
  
 
  
 
 
  
 
 John O'Rourke 
 
June 11, 2024
 
 
  
Excellent service.  Always on point with information and helpful closing on investments.  I would recommend to anyone looking for a custodian.
  
 
  
 
 
  
 
 Carole Nussbaum 
 
June 6, 2024
 
 
  
I had a great experience at Preferred Trust on Wednesday afternoon. I called client services because I was trying to get  a cash distribution from my account.  I received a call back from Didra.  She spent over an hour on the telephone with me and she got it done.
  
 
  
 
 
  
 
 jordan tyner 
 
May 29, 2024
 
 
  
Alexandria and the Preferred Trust team were great! They got my account open and funded without hassle.
  
 
  
 
 
  
 
 Susan Clinton 
 
May 23, 2024
 
 
  
Very thorough with money strategy . She spent time so it was very comfortable
  
 
  
 
 
  
 
 Mark Lee 
 
May 22, 2024
 
 
  
Preferred Trust is a phenomenal company to work with!  We have been together for almost five years and their people and service are prompt, professional and trustworthy.  I do not know of a better company and have no plans of leaving Preferred Trust!
  
 
  
 
 
 
 
 
 
 Google rating score: 4.8 of 5, based on 356 reviews