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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 |
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!
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!
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!
Fast easy good returns, diversified investments
Business response:
Hi, Susan. Your feedback is highly appreciated. Thank you for the review!
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!
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!
Thank you!
Business response:
Hi, Carolyn, Thanks for taking the time to share your positive experience. We truly appreciate it!
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!
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!
Preferred Trust has a 4.9 star rating with 906 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.