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Preferred Trust
- Las Vegas, NV
About this business
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 needed to get my Roth IRA sent to me and I asked Preferred Trust what I needed to do. They got back to me right away and told me what and how I needed to do to get my IRA. They were so helpful and responded very quickly.
Business response:
Hi, Bambi. We appreciate the kind words and are glad we could provide you with a positive experience!
I sure appreciated your help in completing the IRA Designation or Change of Beneficiary Form. It was so helpful to have you on the telephone line so I could ask you questions as I was completing the document. I certainly appreciated your help with the signature part of the form and getting it sent to your office. I wouldn't have gotten it completed without your instructions.
Business response:
Hello, Sandra. We are grateful for customers like you and hope you stick with us for years to come!
Alysia is always so helpful!!
Business response:
Hi, Jean. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very polite Very helpful
Business response:
Hi, Robert. We are thrilled to learn that you had a positive experience with us!
I was very happy to have my large and unusual withdrawal double checked for accuracy.
Business response:
Hi, Dan. Thank you so much for leaving us a stellar review!
Very pleasant and knowledgeable.
Business response:
Hi, Mark. Your feedback is highly appreciated. Thank you for the review!
I had to make a RMD withdrawal. Alysia Ball ,the account exec, walked me through each step. The process took a while, but Alysia was very, very patient. Five plus stars.
Business response:
Hi, Nick. We appreciate the kind words and are glad we could provide you with a positive experience!
I left a message and your associate, Servin, returned my call rather quickly. She answered my original questions and then placed me on a hold to research an additional question and was able to relay the answer I needed. She was polite, kind, and courteous. You have a wonderful employee !
Business response:
Hello, Julie. We are grateful for customers like you and hope you stick with us for years to come!
I called for a much needed information on a topic at hand and amber was very helpful and knowledgeable on the subject. Thank you
Business response:
Hi, Policarpio. Thanks for taking the time to share your positive experience. We truly appreciate it!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,242 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.