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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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Marilyn F.'s profile image
Marilyn F. 
on Birdeye

3 months ago

Andrea was so very helpful in getting me. Logged in. And also got my financials From 2023 -July 31, 2024. Thanks so Much "getting me over the hump" with the computer usage. I couldn't do it without your help!! Marilyn Funkhouser 

Business response:

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

Alvin G.'s profile image
Alvin G. 
on Birdeye

3 months ago

Amber was very helpful a d patient Alysia was helpful too Give them a raise 

Business response:

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

Marilyn F.'s profile image
Marilyn F. 
on Birdeye

3 months ago

Andrea got back to us the same day. I got the entire financial information from inception to July 31,2024. 

Business response:

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

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

3 months ago

Fast easy good returns, diversified investments 

Business response:

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

Sonja's profile image
Sonja 
on Birdeye

3 months ago

Very efficient and quick response from christina and others on the ptc team. Great customer support always. 

Business response:

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

Terry U.'s profile image
Terry U. 
on Birdeye

3 months ago

I couldn't think of how It could be better. They almost always answer the phone in person. Very helpful with all things at all times. 

Business response:

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

Butler, Carolyn M.'s profile image
Butler, Carolyn M. 
on Birdeye

3 months ago

Thank you! 

Business response:

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

Mala D.'s profile image
Mala D. 
on Birdeye

3 months ago

Alysia was very courteous and very helpful in assisting me today with all of my questions. Her professional service is very much appreciated 

Business response:

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

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

3 months ago

Preferred Trust has been an excellent company to work with and support my investment in the oil industry. Any issues or concerns have been resolved in a professional manner! 

Business response:

Hi, Chip. 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 906 reviews. 

When is Preferred Trust open?

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