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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 |
Alexandria put me at ease right away. She listened well and understood my question and how important it is to me to have my primary beneficiary and my successor beneficiaries set up properly. She was engaged, personable and professional. She was knowledgeable and took time to speak directly to the Investment Department to confirm answers when necessary. Please thank her personally for me. Tell her that ‘she made my day’! It is because of employees like Alexandria that I remain a client of Preferred Trust Company!!!
I received excellent service from Mariami. She helped me get my online account in order.
Alexandria returned my call, answered all my questions, and handled everything I was wondering.
Alexandria was excellent in every way possible! Her call back was fast, within fifteen minutes of me calling and leaving her a voicemail. She was very patient with my questions and did everything possible to solve my issues . I was very satisfied with my interaction with her and Preferred Trust
Alexandria answered my question promptly
I have done some one time distribution forms with Preferred Trust. They are expedient and timely.
Representatives are always very responsive to any questions or provide the assistance that I need.
Very helpful and resolved my issue quickly without attitude. Very pleasant conversation. Thanks, Alexandria. Paul
Christina was very helpful. She was very knowledgeable and very quick to respond. It was very helpful to work with her.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,230 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.