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Preferred Trust

4.9
  • 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

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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
4.9906 reviews
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Robin H.'s profile image
Robin H. 
on Birdeye

3 months ago

Alysia was very efficient and professional answering all my questions 

Business response:

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

Thomas L C.'s profile image
Thomas L C. 
on Birdeye

3 months ago

I had a problem logging into my account (I am older and technically challenged). I sent and email with my problem to client services, then went to the kitchen for a glass of water, returned, and all was well again! Awesome!! 

Business response:

Hi, Thomas. We appreciate the kind words and are glad we could provide you with a positive experience! 

Jeffrey's profile image
Jeffrey 
on Birdeye

3 months ago

I am so grateful for the preferred trust staff. I found them very helpful and understanding. They answered my questions patiently and helped me to better understand the metals ira world which I was admitedly very unfamilar. I was assisted by Amber, Christina and Alysia. 

Business response:

Hello, Jeffrey. We are grateful for customers like you and hope you stick with us for years to come! 

Rebecca T.'s profile image
Rebecca T. 
on Birdeye

3 months ago

Always kind and considerate! I appreciate the information given and all questions answered! 

Business response:

Hi, Rebecca. Thanks for taking the time to share your positive experience. We truly appreciate it! 

John B.'s profile image
John B. 
on Birdeye

3 months ago

Professional and effective 

Business response:

Hi, John. We are thrilled to learn that you had a positive experience with us! 

Raymond L.'s profile image
Raymond L. 
on Birdeye

3 months ago

Amber was quite helpful and informative in her call to update me on my account creation process. I appreciate the information 

Business response:

Hi, Raymond. Thank you so much for leaving us a stellar review! 

Shay's profile image
Shay 
on Birdeye

3 months ago

Very good to work with 

Business response:

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

Charley S.'s profile image
Charley S. 
on Birdeye

3 months ago

Always a pleasure 

Business response:

Hi, Charley. We appreciate the kind words and are glad we could provide you with a positive experience! 

Gary H.'s profile image
Gary H. 
on Birdeye

3 months ago

I have been extremely satisfied with PTC since I had the privilege of doing business with them since 2014. PTC has always meant or exceeded my expectations. I have to give credit to all the employees of PTC Because I have had an opportunity to work with more than just one of their employees I can’t just single out any one. 

Business response:

Hello, Gary. We are grateful for customers like you and hope you stick with us for years to come! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 906 reviews. 

When is Preferred Trust open?

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