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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 help and friendly. Seem like no eush to get off the phone. Just great 👍
Business response:
Hi, Jason. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was a godsend. She helped me get the info I needed quickly as opposed to the run. around I had to put up with P..G.She was very polite and extremely helpful. Very helpful and pleasant
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Missed a call, and Alexandria brought me up to speed, thank you!
Business response:
Hi, Jay. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was very helpful and patient.
Business response:
Hi, Sharon. We are thrilled to learn that you had a positive experience with us!
Great follow up on an expense payment request.
Business response:
Hi, P. Thank you so much for leaving us a stellar review!
Amber did a fantastic job. Answered all my questions and left me more knowledgable about the organization AND what I'm doing.
Business response:
Hi, Charles. Your feedback is highly appreciated. Thank you for the review!
Thanks to Chris, Miriami, and to all at PreferredTrust for your unwavering help and professional support for me., a newcomer to self-directed IRAs..! I am very grateful to you, and I highly recommend Preferred Trust !
Business response:
Hi, Nancy. We appreciate the kind words and are glad we could provide you with a positive experience!
Mariami was efficient ,to the point, courteous and fulfilled my inquiry promptly.
Business response:
Hello, Richard. We are grateful for customers like you and hope you stick with us for years to come!
Jai was very helpful in helping fill out a form that I needed. She was very patience and very precise on what I was wanting to do.
Business response:
Hi, Lorenzo. Thanks for taking the time to share your positive experience. We truly appreciate it!
Preferred Trust has a 4.9 star rating with 1,165 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.