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 |
Very efficient.
Business response:
Hi, Teofila. Thank you so much for leaving us a stellar review!
I have always received great customer service. They really do care about their clients. Thank you for all you do!
Business response:
Hi, Robin. Your feedback is highly appreciated. Thank you for the review!
Great my questions were answered and I am very satisfied with the service
Business response:
Hi, Teresa. We appreciate the kind words and are glad we could provide you with a positive experience!
Alysia knew ALL the answers to my questions and responded to my request for documents and procedures related to the roll over of my ROTH IRA. I received the pdf files I requested in less than 10 minutes.
Business response:
Hello, Janet. We are grateful for customers like you and hope you stick with us for years to come!
Was polite, friendly, and helpful. Answered my questions and responded quickly with my request.
Business response:
Hi, Margaret. Thanks for taking the time to share your positive experience. We truly appreciate it!
I needed a particular form and left a voice message, within a couple of hrs it was here, but while filling it out, my tablet "glitched" and it went back blank, so another voice message, a quick phone call and it was resolved; form filled, sent,received and receipt returned, all in under 24 hrs.
Business response:
Hi, Sandra. We are thrilled to learn that you had a positive experience with us!
My call was returned within a few hours. Alexandria was very clear and helpful. She was able to answer all my questions.
Business response:
Hi, R.s.. Thank you so much for leaving us a stellar review!
Alysia was very helpful in explaining how to pause my IRA distribution and made my request so easy, thank you Alysia !
Business response:
Hi, Nathan. Your feedback is highly appreciated. Thank you for the review!
It was a short call and productive.
Business response:
Hi, Samir. We appreciate the kind words and are glad we could provide you with a positive experience!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 5 star rating with 1,157 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.