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Preferred Trust

4.9
  • Las Vegas, NV
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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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.9711 reviews
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Trenton M.'s profile image
Trenton M. 
on Birdeye

4 days ago

Alexandria has been great to work with she has been Very responsive to my requests in a timely manner. 

Business response:

Hi, Trenton. We are thrilled to learn that you had a positive experience with us! 

Tim M.'s profile image
Tim M. 
on Birdeye

4 days ago

Alysia coordinated my property closing swiftly and on-time, the FIRST TIME. NO DELAYS! Too many times no issues encountered goes unrecognized. I appreciate professionals who know their responsibilities and complete them correctly the first time, without issue. Thank you. 

Business response:

Hi, Tim. Thank you so much for leaving us a stellar review! 

Charles W.'s profile image
Charles W. 
on Birdeye

4 days ago

Always prompt communication and service. 

Business response:

Hi, Charles. Your feedback is highly appreciated. Thank you for the review! 

Ron's profile image
Ron 
on Birdeye

5 days ago

Good help with investment info 

Business response:

Hi, Ron. We appreciate the kind words and are glad we could provide you with a positive experience! 

Michael B.'s profile image
Michael B. 
on Birdeye

5 days ago

Alexandria handled my request perfectly. 

Business response:

Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come! 

Michelle c.'s profile image
Michelle c. 
on Birdeye

6 days ago

Very professional 

Business response:

Hi, Michelle. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Kim F.'s profile image
Kim F. 
on Birdeye

a week ago

Alexandria is very complete with her follow ups and able to answer all of my questions. She is very well spoken and I appreciate setting up my account with her! 

Business response:

Hi, Kim. We are thrilled to learn that you had a positive experience with us! 

Rafael de c.'s profile image
Rafael de c. 
on Birdeye

a week ago

Alexandria did a great job and understood what i was trying to explain regarding my transfer of funds. 

Business response:

Hi, Rafael. Thank you so much for leaving us a stellar review! 

Mary Ann c.'s profile image
Mary Ann c. 
on Birdeye

a week ago

I received a phone call back within maybe five minutes of leaving a message. She explained to me what they were looking for, and where the medallion guaranteed signature stamp needs to go She did a great job I do not remember her name 

Business response:

Hi, Mary. Your feedback is highly appreciated. Thank you for the review! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 711 reviews. 

When is Preferred Trust open?

Preferred Trust is open now. It will close at 5:00 p.m.  

Need help? Contact us.

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