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Preferred Trust

4.9
  • Las Vegas, NV

About this business

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
4.91,247 reviews
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Marisse C.'s profile image
Marisse C. 
6 months ago

I was assisted by Servin, she was delightful and helped me get accomplished what I was trying to do for 3days calling into the office. If I own a business I would hire her to work for me. I very, very picky. Serving was better than great. 

Business response:

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

John R.'s profile image
John R. 
6 months ago

Levin returned my call and resent an email. Then She explained in detail what I needed to do. 

Business response:

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

Rich's profile image
Rich 
6 months ago

Received the help I needed expeditiously and with great positivity! 

Business response:

Hi, Rich. We are thrilled to learn that you had a positive experience with us! 

Shirley H.'s profile image
Shirley H. 
6 months ago

Amber was very nice and professional. She provided the needed information within minutes. Great customer service 

Business response:

Hi, Shirley. Thank you so much for leaving us a stellar review! 

Gene J.'s profile image
Gene J. 
6 months ago

Always a professional and prompt experience with Preferred Trust. Jai was very helpful. 

Business response:

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

Tommy E.'s profile image
Tommy E. 
6 months ago

Very prompt in responding, answered my question and very helpful 

Business response:

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

Robert B.'s profile image
Robert B. 
6 months ago

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. 

Business response:

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

Nancy R.'s profile image
Nancy R. 
6 months ago

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! 

Business response:

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

Craig E.'s profile image
Craig E. 
6 months ago

Great and got the job done 

Business response:

Hi, Craig. We are thrilled to learn that you had a positive experience with us! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 1,247 reviews. 

When is Preferred Trust open?

Preferred Trust is closed now. It will open on Monday at 8:00 a.m.