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Preferred Trust - Las Vegas, NV
- 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 |
Perfect. Very professional.
Business response:
Hi, Wayne. Thank you so much for leaving us a stellar review!
I asked for help with login into my account. I got my issue resolved in minutes. I was very satisfied with Alexandria's service. Job well done! Keep up the good work!
Business response:
Hi, Guorong. Your feedback is highly appreciated. Thank you for the review!
I always appreciate the great customer service I receive when I have contact with representatives from Preferred Trust Company. My contact with Alexandria today was no exception. She was helpful, friendly, and courteous and always works hard to assist me with my IRA transfers. She answers all my questions in a very professional manner and is great at following up on any account issues or needs concerning my accounts. She is a valuable asset to Preferred Trust and is hopefully recognized as such by her employer.
Business response:
Hi, Allan. We appreciate the kind words and are glad we could provide you with a positive experience!
Grate, I needed to access my online account. I was locked out and Alexandria help me gain access.
Business response:
Hello, Louie. We are grateful for customers like you and hope you stick with us for years to come!
Fast, friendly, informative service! Thanks Alexandria for getting me taking care of! It was a pleasure speaking with you!
Business response:
Hi, Shelton. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was great very helpful. Probably not paid what she deserves!!!!!
Business response:
Hi, Jason. We are thrilled to learn that you had a positive experience with us!
Quick and fast. Very helpful. Alysia was very helpful and she contacted company I was investing in and made sure she had most up to date documents to expedite my transaction.
Business response:
Hi, Cynthia. Thank you so much for leaving us a stellar review!
A friend advised me that Preferred Trust Co. might be a good Custodian for me to consider transferring one of my IRA's to. After completing my Due Diligence on Preferred, I called today to "start the ball rolling". I had the pleasure to speak with a Client Services Representative named Alexandria Moore regarding opening an Acct.and funding it. Ms. Moore was very patient and helpful explaining in detail both the steps in the process, as well as the approximate timelines for each. She was knowledgeable, friendly and polite, a... read more
Business response:
Hi, Ray. Your feedback is highly appreciated. Thank you for the review!
Alexandria did an awesome job of explaining to me everything I needed to do because I'm not familiar at all with the process. I truly look forward to working with her.
Business response:
Hi, Pam. We appreciate the kind words and are glad we could provide you with a positive experience!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 848 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.
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