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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 |
I changed my password. It took a couple of tries (my mistakes) but Kristine helped me get it right. She was attentive and helpful.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
I was able to have a great conversation with Alysia and she helped me in less than 5 minutes determine exactly how I needed to do what I wanted to do with my investment. Thank you so much!
Business response:
Hi, Stacie. We are thrilled to learn that you had a positive experience with us!
She did a great job helping me get on the Portal. Very patient and understanding and got me on the portal.
Business response:
Hi, John. Thank you so much for leaving us a stellar review!
Alysia always is excellent, outstanding and very helpful in working with me and my account. Very professional, courteous and friendly in our call today. I appreciate her fast response and complete help with my account today. She is the very best. Thank you
Business response:
Hi, Paul. Your feedback is highly appreciated. Thank you for the review!
Alyssa was very helpful and polite in helping me navigate through my self directed IRA questions.
Business response:
Hi, Raymond. We appreciate the kind words and are glad we could provide you with a positive experience!
The Preferred Trust Team does a wonderful job of providing the expertise and excellent customer service needed to assist our investors as they migrate to our fractional real estate investment opportunity, THE ISLAND PROJECT. They also keep me informed, by providing regular progress reports and updates, and above all else their response time when I need their assistance or advice is excellent!
Business response:
Hello, John. We are grateful for partners like you and hope you stick with us for years to come!
I have had a self directed IRA with Preferred Trust for many years. I had the opportunity to place some money from my regular IRA with another investment and WOW! Preferred Trust made it so easy. I was able to email them directly, they responded in a very short time helping with everything from transferring the money from my IRA account to helping complete the necessary subscription agreement and funding the investment. They even used DocuSign and Adobe sign so I didn't have to travel to their office for signatures or m... read more
Business response:
Hi, C. Thanks for taking the time to share your positive experience. We truly appreciate it!
Kristine was very helpful and patient!!
Business response:
Hi, Kathleen. We are thrilled to learn that you had a positive experience with us!
I just had a wonderful conversation with Alexandria and Christina. They took great care of me. They where patient with me, listened to me attentively confirming that they understood my concerns. They took the time to make sure that I understood their responses. What a great business conversation. I highly recommend calling to see if they can be a fit for you s they are for me. Either way make I a beautiful day.
Business response:
Hi, Yuriy. Thank you so much for leaving us a stellar review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 853 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.
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