This profile has been claimed by the business owner or representative.
Preferred Trust
- Las Vegas, NV
About this business
Preferred Trust facilitates both custodial and administrator roles as a licensed trust company. Our top priority is providing outstanding service to our clients nationwide. For us, customer service starts with educating individuals and small businesses on the available investment options to maximize their IRA. Formed in 2007, our mission remains the same: Provide individuals the opportunity to break down the barriers of traditional investing in an IRA. We endeavor to educate account owners about their ability to invest in a... read more
Location details
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Quick and professional service. Thank you, Amber!
Business response:
Hi, Marcus. We appreciate the kind words and are glad we could provide you with a positive experience!
Experienced access issues which was resolved in a quick manner.
Business response:
Hello, David. We are grateful for customers like you and hope you stick with us for years to come!
Very responsive via email for phone. I always get a prompt reply. The email is very effective and monitored often. They are very professional with phone call replies as well. Very calm, courteous and knowledgeable across the board from all the team members. I am not sure the woman I spoke with today. I think this was she.
Business response:
Hi, Kevin. Thanks for taking the time to share your positive experience. We truly appreciate it!
Great service
Business response:
Hi, John. We are thrilled to learn that you had a positive experience with us!
I had some c questions and Amber was so sweet to take the time and answer my questions. I didn’t understand something and she checked it out and then explained it.
Business response:
Hi, Rhonda. Thank you so much for leaving us a stellar review!
Preferred Trust responds to an inquiry for assistance quickly. Amber is absolutely amazing!
Business response:
Hi, Judy. Your feedback is highly appreciated. Thank you for the review!
She returned all 3 calls I made today. Also, she stayed on the phone and helped me find and complete the RMD application.
Business response:
Hello, P.. We are grateful for customers like you and hope you stick with us for years to come!
Staff, Amber and Jai were good to work with. Efficient and helpful. The compliance manager, not so much
Business response:
Hi, Jeffrey. Thanks for taking the time to share your positive experience. We truly appreciate it!
Amber was professional and promptly returned my call. She has stayed on top of my transfer process from the beginning. I believe the funds have been liquidated and the transfer can now take place. Thank you Amber for staying on top of this and being helpful!
Business response:
Hi, Samuel. We are thrilled to learn that you had a positive experience with us!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 906 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.