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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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Nathan M.'s profile image
Nathan M. 
on Birdeye

4 months ago

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! 

Franz's profile image
Franz 
on Birdeye

4 months ago

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! 

Angel G.'s profile image
Angel G. 
on Birdeye

4 months ago

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

Suanne K.'s profile image
Suanne K. 
on Birdeye

4 months ago

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! 

Patsy P.'s profile image
Patsy P. 
on Birdeye

4 months ago

Did very well helping me with my transactions. Thank you 

Business response:

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

Mark's profile image
Mark 
on Birdeye

4 months ago

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! 

Mark O.'s profile image
Mark O. 
on Birdeye

4 months ago

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! 

Craig E.'s profile image
Craig E. 
on Birdeye

4 months ago

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! 

Judith R.'s profile image
Judith R. 
on Birdeye

4 months ago

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! 

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.