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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 |
As an investment sponsor, I secret shopped to discover how my client's experience would be with Preferred Trust. My phone call was answered on the second ring, great. The person on the other end of the phone was very calm and steady. She answered all of my questions and was very polite.
Business response:
Hi, Darlene. We are thrilled to learn that you had a positive experience with us!
Alexandria was very responsive and handled my issue in a very professional manner.
Business response:
Hi, Ken. Thank you so much for leaving us a stellar review!
Great service
Business response:
Hi, John. Your feedback is highly appreciated. Thank you for the review!
Amber addressed my questions in a timely, professional and friendly manner. Kudos to Amber !!!!
Business response:
Hi, Spencer. We appreciate the kind words and are glad we could provide you with a positive experience!
Preferred Trust is a well-run business. I have dealt with various agents through many years and they all have been friendly and competent. I recommend this company.
Business response:
Hi, Kathryn. We are thrilled to learn that you had a positive experience with us!
I have invested through Preferred Trust and Ignite Funding for several years now and have been extremely happy and impressed with both companies! Keep up the amazing work you all do for us. Thank you. I’m not sure who actually responded as the email was signed with the generic customer service team (however, it came from an email I have associated with Chris. As the closest name I could find in the drop-down is Christina, that’s what I went with on the assisted by).
Business response:
Hi, Michael. Thank you so much for leaving us a stellar review!
Very professional, and extremely helpful
Business response:
Hi, Marty. Your feedback is highly appreciated. Thank you for the review!
Alexandria was very helpful in answering all my questions (and I had many), so I would give her 5 stars for customer service. She made sure all my concerns were met before leaving the call. Thank you Alexandria 😊.
Business response:
Hi, Michael. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was very courteous and helped resolve my issue in record time. Thank you for your assistance!
Business response:
Hello, Darlene. We are grateful for customers like you and hope you stick with us for years to come!
Preferred Trust has a 4.9 star rating with 981 reviews.
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.