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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 |
Very patient and helpful. All questions answered and super quick call-back. Issue solved.
Business response:
Hi, Tracy. Thank you so much for leaving us a stellar review!
My questions and a helpful suggestion was offered by your team. I appreciated the phone call back as well.
Business response:
Hi, Alfredo. Your feedback is highly appreciated. Thank you for the review!
Very helpful, answers all my questions. Very pleased with all the communications I've had.
Business response:
Hi, Tommy. We appreciate the kind words and are glad we could provide you with a positive experience!
We received outstanding service from Alysia Ball at Preferred Trust. She assisted us and helped facilitate a 2nd conversation with our insurance company to insure we were paying the correct amount. Thanks again Alicia!!!!
Business response:
Hello, Mike. We are grateful for customers like you and hope you stick with us for years to come!
Servin is incredible! She is friendly, helpful, and courteous. She answered all my questions and sought up to date info from others instead of guessing on data. Thank you so much for your help.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Always a pleasure to discuss my account with Preferred Trust. I appreciated that Mariami was very thorough in answering all my questions and made sure I understood the various aspects of my transactions.
Business response:
Hi, Ellen. We are thrilled to learn that you had a positive experience with us!
Left them a phone message on a Friday afternoon, fully expected to hear from them next week. But received the answer to my question in less than 10 minutes. Very professional and efficient, great company!
Business response:
Hi, Maggie. Thank you so much for leaving us a stellar review!
I left a voicemail for customer service asking for wire transfer information. Cristina called back within minutes and gave me very specific instructions. This allowed me to complete my transfer within minutes. Kudos to Cristina for making my day better!
Business response:
Hi, Colin. Your feedback is highly appreciated. Thank you for the review!
ALEXANDRIA was just SUPER! She completely answered my questions concerning the Depository Fee contribution form. I truly appreciated her help this morning. Thanks, Alexandria!
Business response:
Hi, Melanie. 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 1,077 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.