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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 |
Alexandria was attentive to our required minimum distribution request. Totally professional.
Business response:
Hi, Richard. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria Moore helped me by Call me back quickly and bye answering my questions very well. She also emailed me the necessary forms and was great.
Business response:
Hi, Richard. We are thrilled to learn that you had a positive experience with us!
Alexandria was exceptional help. Recommend her highly
Business response:
Hi, Grace. Thank you so much for leaving us a stellar review!
very caring thoughtful and helpful A+
Business response:
Hi, Wayne. Your feedback is highly appreciated. Thank you for the review!
Chris, I'm writing to you to express my deep appreciation for two staff members of your Accounting Department: Miriami and Jay! Both Jay and Miriami help me so much in clarifying especially this year's paperwork process for my Self-Directed IRA . The forms have changed for this year 2024. ( past years' forms & processes were simpler!...) Miriami and Jay are both super knowledgeable, insightful, and both are especially gifted at explaining the new documentation succinctly to neophytes like me. I have really appreciated ... read more
Business response:
Hi, Nancy. We appreciate the kind words and are glad we could provide you with a positive experience!
Absolutely wonderful service. I am a former client and needed various statements in order to support my IRA basis for tax purposes and despite my several emails asking for more and more information, never once was I put off or delayed, but instead got almost immediate prompt replies with the documentation I needed. So impressed am I, I inquired how to transfer my current self direct IRA to them to become a client agian!
Business response:
Hello, Ashraf. We are grateful for customers like you and hope you stick with us for years to come!
Quick, perfect transactions and assistance.
Business response:
Hi, Ken. Thanks for taking the time to share your positive experience. We truly appreciate it!
I filled out the online portal forms and signed, scanned and emailed to accounting and they confirmed everything was correct, and indicated the timeline for receiving my distribution, so very pleased with the outcome.
Business response:
Hi, Nathan. We are thrilled to learn that you had a positive experience with us!
Alexandria was extremely helpful and gracious! I’m very grateful to her for being able to provide me with the documents I needed and so promptly! Thank you again, Alexandria!
Business response:
Hi, Tina. Thank you so much for leaving us a stellar review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.