Verified Company
Fantastic customer service experience! My call was answered right away, the person was super polite and knowledgeable. She asked me the security questions then resolved my issue! Thank you so much!
Reply from Preferred Trust
2025.04.07
Hello, Robert. We are grateful for customers like you and hope you stick with us for years to come!
Dealing with Preferred Trust Company has been a pleasure for 5+ years. Their customer service is top notch. I highly recommend this company for your Self-Directed IRA needs. Knowledgeable & customer friendly! Amber in Client Services is the best!!!
Reply from Preferred Trust
2025.04.04
Hi, Ralph. We are thrilled to learn that you had a positive experience with us!
I have discovered that this company, Preferred Trust has proven themselves to be outstanding in their industry of "alternative investments". The information I receive is concise and very easy to grasp. Staff that is prompt to return calls and has never let me down. All transactions have been handled with promptly and accurately. I highly recommend them for your "alternative" investment needs! SB
Reply from Preferred Trust
2025.04.02
Hi, Sherry. Thanks for taking the time to share your positive experience. We truly appreciate it!
Preferred Trust Staff is very helpful and knowledgeable about precious metal investment, administration, tax filing, and storage
Very prompt in responding with answers to your questions. John Fallon, Dallas, TX
Reply from Preferred Trust
2025.03.29
Hi, John. We appreciate the kind words and are glad we could provide you with a positive experience!
Very helpful, patient and kind. She answered all of my questions. She was knowledgeable and did not keep me on hold. She is excellent at her job and is a people person. It was a great experience.
Reply from Preferred Trust
2025.03.08
Hi, Faith. Your feedback is highly appreciated. Thank you for the review!
