This profile has been claimed by the business owner or representative.
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 |
You always get back to me in a timely manner, help me get into my account when I have trouble with it, and I am always given thorough instructions on purchasing or selling assets & completing forms so I’m very satisfied.
Business response:
Hi, Nathan. Thanks for taking the time to share your positive experience. We truly appreciate it!
Amazing job and great follow up from Alexandrea.
Business response:
Hi, Franz. We are thrilled to learn that you had a positive experience with us!
Your communications was superior to Strata, however I entrusted both entities with about 30k, but my portfolio grew with them and with your company it decreased or stayed around the same!
Business response:
Hi Angel, We are glad you received a positive experience with our communications. Regarding the value of your account. Your account is invested 100% in precious metals. Preferred Trust Company reports the Spot Price of all precious metals. The Spot price is the current market rate at which a specific asset – such as a security or currency – can be purchased or sold for immediate delivery. This is the only value we are allowed to report based on IRS Rules and Regulations. The value of your account is completely indicative of... read more
When I need to contact preferred trust, they are able to answer any question I have about my investments I have in their trust.
Business response:
Hi, Suanne. Thank you so much for leaving us a stellar review!
Did very well helping me with my transactions. Thank you
Business response:
Hi, Patsy. Your feedback is highly appreciated. Thank you for the review!
Enjoyed chatting with Amber this morning about my account transfer. She is very helpful and polite.
Business response:
Hi, Mark. We appreciate the kind words and are glad we could provide you with a positive experience!
Amber helped me with everything I needed. Thank you Amber
Business response:
Hello, Mark. We are grateful for customers like you and hope you stick with us for years to come!
Always will recommend this business to anyone looking for a self directed IRA !
Business response:
Hi, Craig. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was so good to work with. She was very patient with all my struggles and was very helpful with workarounds that we finally got in place. She did a great job. 👏
Business response:
Hi, Judith. We are thrilled to learn that you had a positive experience with us!
Preferred Trust has a 4.9 star rating with 918 reviews.
Preferred Trust is open now. It will close at 5:00 p.m.