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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 |
I have had a self directed IRA with Preferred Trust for many years. I had the opportunity to place some money from my regular IRA with another investment and WOW! Preferred Trust made it so easy. I was able to email them directly, they responded in a very short time helping with everything from transferring the money from my IRA account to helping complete the necessary subscription agreement and funding the investment. They even used DocuSign and Adobe sign so I didn't have to travel to their office for signatures or m... read more
Business response:
Hi, C. Thanks for taking the time to share your positive experience. We truly appreciate it!
Kristine was very helpful and patient!!
Business response:
Hi, Kathleen. We are thrilled to learn that you had a positive experience with us!
I just had a wonderful conversation with Alexandria and Christina. They took great care of me. They where patient with me, listened to me attentively confirming that they understood my concerns. They took the time to make sure that I understood their responses. What a great business conversation. I highly recommend calling to see if they can be a fit for you s they are for me. Either way make I a beautiful day.
Business response:
Hi, Yuriy. Thank you so much for leaving us a stellar review!
Answered all my questions. Very knowledgeable
Business response:
Hi, Joe. Your feedback is highly appreciated. Thank you for the review!
Preferred Trust has been a great partner for us to send our investors to for all of their IRA needs. They are attentive and easy to work with. They also offer some of the best customer service I've experienced in this industry.
Business response:
Hi, Cade. We appreciate the kind words and are glad we could provide you with a positive experience!
Great and very understanding was Kristine
Business response:
Hello, Pamela. We are grateful for customers like you and hope you stick with us for years to come!
Very helpful
Business response:
Hi, Cedric. Thanks for taking the time to share your positive experience. We truly appreciate it!
I much appreciated the follow up call from Kristen today. The information and feedback I received was very helpful for when I need to transfer funds into my account in the future. Thank you so much.
Business response:
Hi, Michael. We are thrilled to learn that you had a positive experience with us!
Christina was absolutely marvelous!! She was able to steer me in the perfect spot to complete my mission!! Thank you again Christina.
Business response:
Hi, Vicki. 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 695 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.
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