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Business Profile

Trust Company

Preferred Trust Company, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

4.79

Average of 155 Customer Reviews

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Review Details

  • Glover C

    Date: 06/27/2025

    Preferred Trust Customer client service is the best service I have every received across all industries.
    Attention to detail is extreme. Staff is friendly and well-trained.
    It’s always a pleasant experience.

  • Raymond H

    Date: 05/23/2025

    Just spoke with Alexandria and she was very pleasant to speak with and she got all the necessary info. Quickly...
    I highly recommend the Company and especially with her!
    Ray Hershberger

  • Mary K

    Date: 05/21/2025

    Mary K

    Date: 05/21/2025

    Super responsive and very helpful. I would highly recommend when you have questions. Walked me through the process.

    Preferred Trust Company, LLC

    Date: 05/22/2025

    Hi Mary, thank you for the positive feedback! We appreciate you taking the time to write us a review.

  • Philip R

    Date: 05/07/2025

    Philip R

    Date: 05/07/2025

    I’ve been a client of Preferred Trust for many years. Their service is always promp and outstanding. I highly recommend them to anybody who would need their services.

    Preferred Trust Company, LLC

    Date: 05/09/2025

    Thank you Mr. Rosenberg! We appreciate the positive feedback and recommendation. Thank you for being a valued client.

  • Philip R

    Date: 02/26/2025

    Philip R

    Date: 02/26/2025

    I have been doing business with Preferred Trust for many years. I was referred to Preferred Trust by a friend who is also a client. The service provided by this company is professional and perfect. The website is way to navigate and submit documents electronically. I will be a client for many years to come.

    Preferred Trust Company, LLC

    Date: 02/27/2025

    Hi Mr. *********, thanks very much for the positive review. We appreciate your feedback.

  • Patrick D

    Date: 02/24/2025

    Patrick D

    Date: 02/24/2025

    Alexandria did a great job with an expense request follow up.
    I like working with PTC.

    Preferred Trust Company, LLC

    Date: 02/25/2025

    Thank you, Mr. ******! We like working with you as well. I'm glad Alex was able to assist.

  • Rick B

    Date: 02/13/2025

    I would recommend Preferred Trust Company to everyone. I had questions regarding fees and billing and Alexandria answered all my questions and was very helpful. She was also very friendly and personable

  • William B

    Date: 02/05/2025

    William B

    Date: 02/05/2025

    Alysia, a senior Preferred Trust client investment officer, handled my inquiry regarding the ownership contract structure, secure access control and prohibition of loan or lease of client Precious Metals held in segregated storage at IDS Texas. She obtained a comprehensive response from IDS and promptly shared it with me. Excellent customer service. Thank you.

    Preferred Trust Company, LLC

    Date: 02/06/2025

    Thank you, Mr. ********! We appreciate your feedback and we're so happy you had a positive experience.

  • Stephanie J

    Date: 12/26/2024

    Call was answered quickly. My rep was kind, informative, and patient in explaining things

  • CA L

    Date: 12/12/2024

    CA L

    Date: 12/12/2024

    Alexandria addressed my portal issue expeditiously and was very helpful and patient.

    Preferred Trust Company, LLC

    Date: 12/16/2024

    Thanks, Cathy! We are happy that Alex was able to assist you.

Preferred Trust Company, LLC is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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