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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 |
Very efficient. Great service!
Alexandria was impeccable with the information that she gave me about opening a new self-directed metals IRA, and the process in detail! I didn't have to dig the information out of her! I know this because I've been shopping for a new custodian so I know most of the questions to ask. I've chosen Preferred Trust because of the trust and confidence that she gave me about using them as a custodian.
It was great to work with Preferred trust for 10 years.
Alysia was personable and understood my situation and questions. She was knowledgeable and professional and put me at ease!! It is because of employees like Alysia that I maintain my account with Preferred Trust Company!!! The security provided and comfort I feel in dealing with a regulatory compliant company; each is amplified by the prompt and engaged support I have received!!!
All my questions weee answered. Very nice to talk to.
Preferred Trust is a great company for a self directed IRA. We have been with them for at least 10 years. The staff are friendly and quick to get back to you when you require assistance.
I appreciated Alexandria returning my call today promptly and answering my questions courteously and completely.
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.
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!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,214 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 4:30 p.m.