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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 |
Google reviews (309)
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.
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!
RecommendedExcellent 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
Preferred Trust is an excellent company with which I have been investing in for several years. Completely trustworthy and reliable. My highest recommendation.
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.
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.
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!
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!
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.