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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
4.9710 reviews
5
493
4
35
3
2
2
0
1
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180 reviews have no rating
Linda B's profile image
Linda B 
4 weeks ago

Preferred Trust is the best. I have used another company and became very disappointed with their customer service and ended up with a lack of trust in them. I’ve always had my questions answered without feeling like I’m using too much of their time They are easy to work with and always treat you with respect. I would highly recommend this company 

Business response:

Thank you, Linda! We love hearing such positive feedback about our service. We appreciate your business and thank you for being a loyal client. 

Stephanie H's profile image
Stephanie H 
4 weeks ago

Great customer service. Always pleasant and very helpful. Been working with this company since 2008. 

Business response:

Thank you, Stephanie! We appreciate the positive feedback and for being a loyal client since 2008! 

Wesley Drown's profile image
Wesley Drown 
recommend  Recommended
a month ago

Excellent company, well run, with top performers from the front door onward. They understand complex Real Estate transactions, and move quickly to close deals. Definately Recommend! Wes Drown, CCIM 

Philip R's profile image
Philip R 
a month ago

Preferred Trust is an excellent company with which I have been investing in for several years. Completely trustworthy and reliable. My highest recommendation. 

Charito B's profile image
Charito B 
4 months ago

I had one of the best customer service experiences with Mariani this morning, July 24, 2023. She answered all my questions about my IRA very confidently and courteously. After my phone call, I felt relieved that I got the information I needed and it took a load off my chest. My questions were basic but I needed confirmation that I would be doing things correctly. Thank you Mariani! You deserve 5 stars. 

Amber Arasmith's profile image
Amber Arasmith 
recommend  Recommended
5 months ago

Preferred Trust has been a great company to work with regarding my self directed Roth IRA. Friendly people that work there helpful to answer questions. Earning interest and keeping it secure at PTC. 

David L's profile image
David L 
5 months ago

Preferred Trust has been great to work with! Their employees are very kind, and are completely thorough when it comes to guiding you towards your end goals! They made it easy for me to use my Retirement Savings and put it to good use. Highly recommend these guys and look forward to working with them again in the near future! 

Audrey Clelland Hawley's profile image
Audrey Clelland Hawley 
recommend  Recommended
6 months ago

Super impressed with their customer service and responsiveness. I was moving my ROTH IRA from a different custodian to PTC. Stark contrast from my the previous experience. 5 stars for all their assistance and professionalism. I’m so happy I made the change and appreciate the hand holding I needed with this big decision. I also receive emails and calls checking in with me. Thanks PTC! 

Business response:

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

Audrey H's profile image
Audrey H 
6 months ago

Super impressed with their customer service and responsiveness. I was moving my ROTH IRA from a different custodian to PTC. Stark contrast from my the previous experience. 5 stars for all their assistance and professionalism. I’m so happy I made the change and appreciate the hand holding I needed with this big decision. I also receive emails and calls checking in with me. Thanks PTC! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 710 reviews. 

When is Preferred Trust open?

Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.