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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 is very complete with her follow ups and able to answer all of my questions. She is very well spoken and I appreciate setting up my account with her!
Business response:
Hi, Kim. We are thrilled to learn that you had a positive experience with us!
Alexandria did a great job and understood what i was trying to explain regarding my transfer of funds.
Business response:
Hi, Rafael. Thank you so much for leaving us a stellar review!
I received a phone call back within maybe five minutes of leaving a message. She explained to me what they were looking for, and where the medallion guaranteed signature stamp needs to go She did a great job I do not remember her name
Business response:
Hi, Mary. Your feedback is highly appreciated. Thank you for the review!
I am always sceptical when dealing with a new company. Preferred Trust has proven themselves to be great caretakers of my retirement funds. Didra Reese helped me through several transactions and explained my options thoroughly. I was impressed with her knowledge and the way she took care of my needs and questions. Preferred Trust is the place to be for a self directed IRA! I say it's time to leave your stock market IRA for some real assets like gold, silver, and digital assets.
Business response:
Hi, Kevin. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria did a great job quickly resolving the final details of my new account. She was super polite and very helpful! Thanks!
Business response:
Hello, Matt. We are grateful for customers like you and hope you stick with us for years to come!
Alysia quickly responded to my call . She provided helpful info, was knowledgeable and provided info in a very efficient manner! Thank you Alysia!!
Business response:
Hi, Lois. Thanks for taking the time to share your positive experience. We truly appreciate it!
Nice support staff!
Business response:
Hi, Jeffrey. We are thrilled to learn that you had a positive experience with us!
The phone was answered promptly. Alysia was able to get me the information I needed. Her voice was pleasant..
Business response:
Hi, Shirley. We appreciate the kind words and are glad we could provide you with a positive experience!
Not much to say. I was very satisfied. Thank you.
Business response:
Hello, Catherine. We are grateful for customers like you and hope you stick with us for years to come!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 906 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.