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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 |
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.
Servin walked me through each step of the two forms needed to complete a transfer of funds transaction. I was having so much trouble by earlier being locked out of the login, that I was overwhelmed by two more forms needed, This was too stressful for me! Servin was very professional and respectful, knowing that I was trying to get through a difficult deadline and unfamiliar forms. KUDOS!!!! She pushed the paperwork through for me!
Great and got the job done
Alexandra was very helpful.and courteous
Always Great to work with
Alexandria helped me reset my account password. She was extremely helpful, very pleasant, and professional. She is a fine representative of Preferred Trust.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,209 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 4:30 p.m.