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Preferred Trust

4.9
  • 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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.9918 reviews
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Susan L.'s profile image
Susan L. 
on Birdeye

4 months ago

Fast easy good returns, diversified investments 

Business response:

Hi, Susan. Your feedback is highly appreciated. Thank you for the review! 

Sonja's profile image
Sonja 
on Birdeye

4 months ago

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! 

Terry U.'s profile image
Terry U. 
on Birdeye

4 months ago

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! 

Butler, Carolyn M.'s profile image
Butler, Carolyn M. 
on Birdeye

4 months ago

Thank you! 

Business response:

Hi, Carolyn, Thanks for taking the time to share your positive experience. We truly appreciate it! 

Mala D.'s profile image
Mala D. 
on Birdeye

4 months ago

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! 

Chip L.'s profile image
Chip L. 
on Birdeye

4 months ago

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! 

Chris J.'s profile image
Chris J. 
on Birdeye

4 months ago

Amber was very patient and knowledgeable. 

Business response:

Hi, Chris. Your feedback is highly appreciated. Thank you for the review! 

Matt S.'s profile image
Matt S. 
on Birdeye

4 months ago

I called in with an inquiry and was able to get an answer and the paperwork I needed in minutes! 

Business response:

Hi, Matt. We appreciate the kind words and are glad we could provide you with a positive experience! 

Ray L.'s profile image
Ray L. 
on Birdeye

4 months ago

Amber was kind, friendly and quite accommodating of my detailed questions as I consider moving assets from another custodian. She represented your firm nicely. 

Business response:

Hello, Ray. We are grateful for customers like you and hope you stick with us for years to come! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 918 reviews. 

When is Preferred Trust open?

Preferred Trust is open now. It will close at 5:00 p.m.