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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 |
Katie did a great job working to resolve the issue quickly and effectively.
Business response:
Hi, Jeff. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very knowledgeable and professional and polite. Thank you for your great customer service.
Business response:
Hi, Michael. We are thrilled to learn that you had a positive experience with us!
The Preferred Trust Team exemplifies professionalism and expertise in their field. Their depth of knowledge is matched only by their unwavering dedication to client satisfaction. At every turn, they demonstrate a commitment to understanding and meeting their clients' needs with precision and care. Their approach is refreshingly client-focused, ensuring that no question goes unanswered and no concern goes unaddressed. It's evident that they prioritize building lasting relationships based on trust and understanding. In a lands... read more
Business response:
Hi, Rosie. Thank you so much for leaving us a stellar review!
Excellent service. Excellent administration. Excellent benefits. They do what they say they will do.
Business response:
Hi, Guy. Your feedback is highly appreciated. Thank you for the review!
I emailed on Friday, Alysia responded within minutes. We arranged a phone call on Monday that we just concluded with my new realtor. Alysia clearly explained how properties held within a self directed IRA are to be handled. Her follow-up is already in my email box. I appreciate her responsiveness and clear instructions. .
Business response:
Hi, Gina. We appreciate the kind words and are glad we could provide you with a positive experience!
Very good services, very helpful and courteous And helpful in solving my problems
Business response:
Hello, Hosey. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria was professional and helpful.
Business response:
Hi, Sara. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very professional and assisted our mutual client in getting all documentation in order and answering questions as they arose. Great experience.
Business response:
Hi, Jeremy. We are thrilled to learn that you had a positive experience with us!
Perfect. Very professional.
Business response:
Hi, Wayne. 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 906 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.