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Preferred Trust
- Las Vegas, NV
About this business
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 |
Keylin is an asset to your company. He was very patient with me and my wife and walked us through what we needed. He deserves a bonus He's the only one that did.
Business response:
Hi, Andrew. We appreciate the kind words and are glad we could provide you with a positive experience!
Always a consummate professional in my dealings with Alysia. She is very friendly, knowledgeable, and helpful in assisting with my accounts and resolving any issues I may have.
Business response:
Hello, Allan. We are grateful for customers like you and hope you stick with us for years to come!
I have the highest regard for Preferred Trust & especially for their client service supervisor, Christina Ramirez! The timely service I have received & Christina’s willingness to go “above & beyod” have exceeded my expectations! Great job always!
Business response:
Hi, Daniel. Thanks for taking the time to share your positive experience. We truly appreciate it!
Amber helped me and my wife to understand our SDIRA assets how they work with answering to our repeating questions. Her customer-focus attitude made us very happy with having business with PTC!
Business response:
Hi, Karl. We are thrilled to learn that you had a positive experience with us!
I have been with Preferred Trust Company over 10 Years and am very satisfied with the excellent servicing of my Self Directed IRA accounts. I highly recommend PTC. Customer service are very friendly and efficient assisting and answering my questions. Thank you PTC!!
Business response:
Hi, Patti. Thank you so much for leaving us a stellar review!
Great Job! Congratulations
Business response:
Hi, Maria. Your feedback is highly appreciated. Thank you for the review!
KEY LIN was the most helpful, generous, and patiant person I have had in the 15 or so years I’ve spoken to people there. PLEASE DONT LOSE HIM!!!
Business response:
Hi, Brooke. We appreciate the kind words and are glad we could provide you with a positive experience!
Great company. Trustworthy and secure.
Business response:
Hello, Rg. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria put me at ease right away. She listened well and understood my question and how important it is to me to have my primary beneficiary and my successor beneficiaries set up properly. She was engaged, personable and professional. She was knowledgeable and took time to speak directly to the Investment Department to confirm answers when necessary. Please thank her personally for me. Tell her that ‘she made my day’! It is because of employees like Alexandria that I remain a client of Preferred Trust Company!!!
Business response:
Hi, James. Thanks for taking the time to share your positive experience. We truly appreciate it!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,250 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.