Preferred TrustReviews of preferredtrustcompany.com

I've been working fairly closely with PTC for a couple years now. Moving from a mainstream brokerage has a fair bit of moving parts. There's no getting around that. But the folks at PTC have been extremely courteous, prompt, and accurate. They're By the Book so they know what's permissible by the IRS and what is not; and they take the time to explain why. But don't expect them to make your decisions for you. These are not financial advisors. Do your homework. People complain about fees but when I compare PTC fees with those of a full service broker there's no comparison. I got super lucky to have found these folks. I would recommend then to a friend any day.

The service that was provided by a great team helped me make a great decision on where my money should be, I feel I can rest easy knowing my legacy is protected and in great hands!!! God Bless America

Jacob Anderson is part of the Outreach Department and he originally called me to tell me about about what Safeguard had to offer. He walked me through a number of articles regarding the Traditional IRA and the annuities that I was in. I became enlightened as to what could possibly happen to my investments if I kept them in the Traditional IRA. He introduced me to Charles Smith and Charles reiterated all that Anderson had to say at my request. Charles spent a great amount of time each time we talked, explaining the various aspects that Safeguard had to offer. I was intrigued from the beginning and felt very comfortable and confident with both of the men. Charles is one of the Senior Account Executives. I made the decision to roll over my Traditional IRA and go with a Self Directed IRA. Charles introduced me to Michael Roeder, one of the Vice Presidents of Safeguard. Michael spent a great deal of time with my former Traditional IRA financial advisor and their secretaries helping to get all of my assets rolled over. It took close to a month to complete it. Safeguard covered the costs and fees of the Self Directed IRA. I have been treated very well by all three of these individuals and have all of my assets now in the Self Directed IRA. Charles will be working with me to educate me about my investments. I am now invested in metals which is what I wanted to do back in 2010 when my Traditional IRA got set up. I am very happy with my decision and very happy to work with Anderson, Charles and Michael. Preferred Trust and Safeguard are the best combination I can think of.