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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...Ā read more
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 |
Mariami was terrific on the phone today. She was pleasant, couteous, and professional. We chatted just a bit on non-business topics. This creates a connect with the customer that proves invaluable over time.Ā
I've been a Preferred Trust client for more than a year and I can't say enough good things about them. Their staff is knowledgeable, courteous and responsive. Today I had difficulty logging into my account.. I had the pleasure of speaking with Alexandria Moore who not only had the knowledge, but also the patience, to spend 15-20 minutes working with me to resolve my problem. She definitely surpassed my expectations of great customer service. Thank you for your wonderful attitude and your great service!Ā
I had two issues. One being that the money that I had requested to be sent to my rental management company was not received by them when I thought it would be. When I informed Preferred Trust, they took care of the issue quickly and the check is being sent to them today. The second issue was I could not log onto my account. Preferred Trust took care of that issue and I am able to have access into my account. Mariami did a fantastic job of helping me yesterday and I appereciate it very much. Thank you. Thank you Preferred...Ā read more
Great Trust Co!, Friendly, Professional employees who take the time to assist with any questions or challenges you may encounter. Wonderful experienceĀ
Didra found a issue with our account And alerted us and took care of the problem, thanks.Ā
She did an excellent job. GreatšĀ
Amber = awesome marvelous best excellent rad! I called in to ask if preferred trust received my check and she immediately contacted that department and told me yes. She is quicker than a New York City minute! And very friendly! Iāve been doing customer service for 25 years and she is a keeper!Ā
Alexandria helped me with my issue and resolved it. Thank you.Ā
Very efficient.Ā
Preferred Trust has a 4.9 star rating with 1,167 reviews.Ā
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.Ā