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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 |
Excellent service
Business response:
Hi, Hal. Thanks for taking the time to share your positive experience. We truly appreciate it!
They were very helpful
Business response:
Hi, Edward. We are thrilled to learn that you had a positive experience with us!
After I finally figured out where to send my Expense Authorization forms to, everything went great and I had good responses from Preferred Trust.
Business response:
Hi, Greg. Thank you so much for leaving us a stellar review!
Great Help. always kind.. and gets things done promptly! Enjoy working with her
Business response:
Hi, Wayne. Your feedback is highly appreciated. Thank you for the review!
Christina has always been super helpful, kind & professional. She has always answered my questions in a timely fashion or solved any issues I may have.
Business response:
Hi, Daniel. We appreciate the kind words and are glad we could provide you with a positive experience!
As usual, I just received fantastic customer service with my phone call into Preferred Trust. Thank you Alexandria!!
Business response:
Hello, Scott. We are grateful for customers like you and hope you stick with us for years to come!
Old school live support! Alexandria was professional and helpful. Took the time to answer all my questions and I never spoke to an automated computer attendant once. Hats off to Preferred Trust for giving great support to their customers.
Business response:
Hi, Brian. Thanks for taking the time to share your positive experience. We truly appreciate it!
Easy to work with, friendly, explains and answers questions
Business response:
Hi, Rebecca. We are thrilled to learn that you had a positive experience with us!
Very happy with customer service! Servin was very kind, helpful and patient.
Business response:
Hi, Clifford. Thank you so much for leaving us a stellar review!
Preferred Trust has a 4.9 star rating with 1,159 reviews.
Preferred Trust is open now. It will close at 5:00 p.m.