“Preferred Trust is the best investment company I’ve ever dealt with. They are staffed with the nicest and most helpful employees I’ve ever experienced. I highly recommend this company to anyone who would like to consistently add funds to their retirement account”
– Dan  |  BBB  | 8.22.20


“Preferred Trust provides great service and the staff is very knowledgeable, professional and friendly. I highly recommend them for custodian services of your retirement investments. Have had our real estate holdings with them for several years.”

– Judy T.  |  Google  |  8.28.20


“Thank you for your assistance with my Account. Preferred trust has been a great company to work with. They are professional and do provide a good level of customer service. That seems to be rare these days. Keep up the good work!”
– David I.  |  Google  | 8.28.20


“I have been a customer for over 6 years and am very happy with having my IRA money invested in alternative investments with them. They are very professional and responsive, and this is great long term plan for investing outside of stock market.”

– Bata D.  | Google  | 8.27.20

“Greater range of investments available for a self-directed retirement account. Knowledge of the governing laws, which are complex and changing. Comprehensive accounting. Prompt replies to emails and phone calls.”

– Beverly B.  | Facebook  | 8.22.20

“Great company always keeping me updated on my accounts. I have been vested now since 2009 with self-directed IRA.”

– Daniel S.  |  BBB  |  8.22.20

“Right after my father’s passing, I was having a hard time trying to figure things out. When I called Preferred Trust Company they knew just what to do and who I needed to call to get all the information I needed. Then they took it one step further and sent me the paperwork I needed and talked me through filling it out. Thank you Preferred Trust.”

– Harvey E.  |  Facebook  |  8.21.20

“Excellent communication! Informing me of any changing information that I need. Cordial staff! A pleasure to work with!!”

– Susan G.  |  Facebook  |  8.21.20

“I opened my self-directed IRA with Preferred Trust just a little over a year ago. Their help in handling the transfer was great and went very well. The customer service I received was top notch.”

– David M.  |  BBB  |  8.21.20