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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 great. She was responsive to my questions and was able to find an error that had been made and took care of it for me.
Business response:
Hi, Kathy. We are thrilled to learn that you had a positive experience with us!
My questions were answered very professionally, and was very helpful on what I was inquiring.
Business response:
Hi, Lorenzo. Thank you so much for leaving us a stellar review!
Alysia processed my paperwork within 1 business day and sent me a confirmation reply. Appreciated the efficient service.
Business response:
Hi, Philip. Your feedback is highly appreciated. Thank you for the review!
Always great customer service! Thanks PTC
Business response:
Hi, Alan. We appreciate the kind words and are glad we could provide you with a positive experience!
Alysia was professional and helpful which made for a great experience.
Business response:
Hello, Pam. We are grateful for customers like you and hope you stick with us for years to come!
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!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,165 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.