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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 |
Very friendly and helpful
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very prompt in returning answers to my questions, over the phone and via email. She was really helpful and very patient with me, getting me through all the necessary steps to move forward on liquidating my portion of an IRA.
Business response:
Hi, Linda. We are thrilled to learn that you had a positive experience with us!
Alysia went above and beyond the call of duty to ensure that the application was accepted and the transaction was completed. Many thanks! Best wishes for continued success!
Business response:
Hi, Frank. Thank you so much for leaving us a stellar review!
Was a great help!
Business response:
Hi, Daniel. Your feedback is highly appreciated. Thank you for the review!
Absolutely phenomenal and my expectations were exceeded 100 percent by Amber
Business response:
Hi, Vallerie. We appreciate the kind words and are glad we could provide you with a positive experience!
Alysia was super helpful to me in locating the beneficiary designation change form
Business response:
Hi, Terrence. We appreciate the kind words and are glad we could provide you with a positive experience!
Amber was the most pleasant person that I have spoken with at PT
Business response:
Hello, Maggie. We are grateful for customers like you and hope you stick with us for years to come!
I talked to a very pleasant young woman named Amber. She gave me the information I was looking for. Great job
Business response:
Hi, Lee. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very professional, and informative, and what she didn’t know she transferred me to the person from the investment department that was able to give me more information
Business response:
Hi, Michelle. 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 908 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.