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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 |
Great company. Very knowledgeable and professional!!! I have always had a great experience working with them!
Alexandria and the Preferred Trust team were great! They got my account open and funded without hassle.
Preferred Trust LLC is a fantastic organization to use for self-directed IRA. Have been with them 12 years and their customer service and follow up is impeccable. Today I need to review information on 3 accounts and had an exceptional experience with Didra. I highly recommend Preferred Trust and Didra
Preferred Trust LLC is a fantastic organization to use for self-directed IRA. Have been with them 12 years and their customer service and follow up is impeccable. Today I need to review information on 3 accounts and had an exceptional experience with Didra. I highly recommend Preferred Trust and Didra
Business response:
Thank you, Mr. *******. We appreciate the positive review and thank you for being a loyal client of Preferred Trust!
SWP has established a productive partnership with Preferred Trust, serving as a reputable dealer and storage facility for IRAs. The Preferred Trust Team consistently impresses with their depth of expertise and unwavering dedication to client support. Their proactive client-focused approach and receptiveness make them an invaluable asset in the realm of IRA management.
Business response:
Thank you, Rosie! We think you and SWP are awesome, too!
Alysia **** went over and beyond in her efforts to make sure what she was going to do with my account was what I wanted! So glad she did. I like talking to people not machines.
Business response:
We are glad you had such a positive experience! Thank you, Patty!
Very good services and very professional ,thanks for your helpful Services
Business response:
Thank you! We appreciate your feedback and the positive review!
The people are awesome, helpful. Trying to setup and account is impossible.
Business response:
<p>Hi Diane,</p> <p>Thank you for providing a review of our services. Client feedback is appreciated and it is how we know to make changes to our systems and processes to better serve our clients. I see that your account was opened in November of 2023. You stated that "trying to setup and account is impossible", are you referring to the original account setup / opening in November or are you referencing the online account portal?</p> <p>We want to be able to provide you the best possible assistance. I will have a client serv... read more
Excellent experience each and every transaction. Excellent service and friendly follow-up. Great investment opportunities and returns on investments. Thanks John
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 757 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.