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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 |
My voicemail was responded to promptly and all my questions were answered which is greatly appreciated!
Always a good experience with Preferred Trust. Been with them for a long time.
I was assisted by Servin, she was delightful and helped me get accomplished what I was trying to do for 3days calling into the office. If I own a business I would hire her to work for me. I very, very picky. Serving was better than great.
Levin returned my call and resent an email. Then She explained in detail what I needed to do.
Received the help I needed expeditiously and with great positivity!
Amber was very nice and professional. She provided the needed information within minutes. Great customer service
Always a professional and prompt experience with Preferred Trust. Jai was very helpful.
Very prompt in responding, answered my question and very helpful
I had sent in an email seeking clarification regarding my interest to rollover some funds from my 401K into my Preferred Trust account. But rather than respond via email, Alexandria gave me a call to discuss my situation, and to explain how the process would work. This was great! Thank you.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,167 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.