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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 |
As a long time accredited investor I've dealt with several of the biggest SDIRA custodians and can say PTC is absolutely THE BEST by a long shot. PTC is the firm I use for ALL my active accounts because their client service folks are the most capable and attentive in dealing with ALTERNATIVE ASSET providers. Generally transactions book perfectly but a recent 3-party mix-up got weirdly convoluted and was timely solved by PTC's Alysia B.
Business response:
Hi, Steve. Your feedback is highly appreciated. Thank you for the review!
During the course of setting up 2 accounts and coordinating multiple transfers to Preferred Trust, Alexandria, Christina, Alysia & Kristine with the Client Services Team have been Fantastic and Genuinely Awesome! Im old and not good with computers and the processes these days, but these girls have made my life easier with their knowledge and their help getting me through all the required transactions! Customer Service at its best with this team! Thanks, Mike Pitt
Business response:
Hi, Michael. We appreciate the kind words and are glad we could provide you with a positive experience!
Experience was Great Alysia took her time and was very professional
Business response:
Hello, Robert. We are grateful for customers like you and hope you stick with us for years to come!
Very knowledgeable. Took the time to walk me through each calculation. Patient and kind.
Business response:
Hi, Paula. Thanks for taking the time to share your positive experience. We truly appreciate it!
Needed help getting an email re-sent. Alysia was very pleasant, professional and helpful and got the email to my inbox within minutes.
Business response:
Hi, Patrick. We are thrilled to learn that you had a positive experience with us!
Always very helpful
Business response:
Hi, Dana. Thank you so much for leaving us a stellar review!
Distribution requests are handled in a very timely manner.
Business response:
Hi, William. Your feedback is highly appreciated. Thank you for the review!
Was very concerned about my current fees, , but Alysia took the time to explain the transaction report. She also told me the fees are normally deducted at end of Jan. Each year.
Business response:
Hi, Mary. We appreciate the kind words and are glad we could provide you with a positive experience!
Everything went great as usual. All request were fulfilled in a timely manner of which I appreciate!
Business response:
Hello, Marcia. 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 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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