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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 |
Alexandria returned my call quickly and assisted me with my request. She was professional and ensured that my transaction was correct. Thank you
It was ok, fixed my problem.
Had an accounting issue to resolve… Jai was great!
Alexandria was Awesome. She helped me every step of the way. Also she was Very patient and accessible to my many questions and concern’s. She made this entire transaction process very easy for me. Thank you.
Alysia was very helpful in providing instruction regarding my investment account.
Alysia Ball helped me today with a tricky shift that I am making as an investor. She was knowledgeable and guided me with the information that I need to put my money where it will do the most work for me. I am very grateful for her assistance.
Alexandria was Great to talk to and meet my needs. Thanks
It is great experience working with Preferred Trust Team.
The needed document, a Transfer or conversion form was provided quickly.
Preferred Trust has a 4.9 star rating with 1,167 reviews.
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.