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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 |
Alexandria addressed my portal issue expeditiously and was very helpful and patient.
Business response:
Thanks, Cathy! We are happy that Alex was able to assist you.
Always pleased with the efficiency of the Accounting Dept of Preferred Trust. Alisia was very kind and haelpful.
Excellent customer service. Well-paced and consistent follow-up emails helped make opening an account easy to remember and avoided being pushy or annoying. They are prompt with returning calls and very helpful when on the phone. Highly recommended.
I trust Preferred Trust Company to always get the job done when opening or servicing my IRA accounts. They are very responsive to phone calls, emails or texts and have always resolved issues that have arisen in an expeditious manner. They are extremely friendly and courteous when assisting clients and are very professional in my interactions with all company personnel. I would highly recommend friends, family, and associates to do business with this fine company.
Business response:
Thank you, Mr. *******. We appreciate the positive review and kind words! We are grateful for your feedback.
I always receive prompt response and service. Amber was knowledgeable and aided my investment decisions. Recommended.
Preferred Trust always provides reliable and accurate service. Highly recommended.
Business response:
Thank you, Mr. *********! We appreciate the kind words and your continued support.
I made an error on my distribution form. Ms Jay called me and assisted with correcting the error that I made. She was very kind and made me feel special…
Business response:
Hi Mr. ******, Thank you for the feedback! Jai is awesome, indeed. We are glad she was able to assist you.
Alexandria was awesome and walked me thru the process of getting me back into my account as well as helping me update information in my account ??
Business response:
Thank you, Melinda! We appreciate the positive feedback. We're glad Alexandria was able to assist you!
My experience today with Alexandria was great, she listened to my concerns and quickly resolved my issue! Thank you!!
Business response:
Thanks very much for your feedback! We're so glad Alexandria was able to assist you!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 647 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.