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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 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!
The reason I called was quickly taken care of by Alexandro Moore.. It was a pleasure talking to Alex.
Business response:
Hi, Richard. We are thrilled to learn that you had a positive experience with us!
Very patient and helpful. All questions answered and super quick call-back. Issue solved.
Business response:
Hi, Tracy. Thank you so much for leaving us a stellar review!
My questions and a helpful suggestion was offered by your team. I appreciated the phone call back as well.
Business response:
Hi, Alfredo. Your feedback is highly appreciated. Thank you for the review!
Very helpful, answers all my questions. Very pleased with all the communications I've had.
Business response:
Hi, Tommy. We appreciate the kind words and are glad we could provide you with a positive experience!
We received outstanding service from Alysia Ball at Preferred Trust. She assisted us and helped facilitate a 2nd conversation with our insurance company to insure we were paying the correct amount. Thanks again Alicia!!!!
Business response:
Hello, Mike. We are grateful for customers like you and hope you stick with us for years to come!
Servin is incredible! She is friendly, helpful, and courteous. She answered all my questions and sought up to date info from others instead of guessing on data. Thank you so much for your help.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Preferred Trust has a 4.9 star rating with 1,251 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.