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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 |
Amber is very knowledgeable and helpful. She is professional and patiently answered all my questions about setting up a Self Directed Roth IRA.
Business response:
Hi, Franklin. We are thrilled to learn that you had a positive experience with us!
Pleasant call with Alexandria and all questions were answered fully and professionally
Business response:
Hi, Christopher. Thank you so much for leaving us a stellar review!
Alexandria, was very patient and knowledgeable. She very kind and professional.
Business response:
Hi, William. Your feedback is highly appreciated. Thank you for the review!
The person I talked to made it easy and effortless to get some funds out of my account.
Business response:
Hi, Paige. We appreciate the kind words and are glad we could provide you with a positive experience!
I spoke with Alexandria about my account transfer and she was very helpful! So far my experience with Preferred Trust has been very good, they follow up often and do what they say they are going to do, which is all one could ask for!
Business response:
Hello, Frank. We are grateful for customers like you and hope you stick with us for years to come!
Very helpful with my self directed Ira
Business response:
Hi, Laura. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria in customer service resolved the issue I had and made the process easy and simple. She is an asset to your company.
Business response:
Hi, Deborah. We are thrilled to learn that you had a positive experience with us!
Alysia was very helpful with all my questions. She responded in a timely manner and was very professional.
Business response:
Hi, Michael. Thank you so much for leaving us a stellar review!
Amazing and wonderful staff. I. Made an error on one of the forms. Jay f rom accounting called and assisted me in correcting the error on my part. She made me feel as if I didn’t make an error at all. (OH Mr Harris, don’t worry about it , I’m calling to assist you in fixing it) Just like Amber, she was. WONDERFUL!!!!
Business response:
Hi, Reginald. Your feedback is highly appreciated. Thank you for the review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,036 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.