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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 |
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.
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.
My questions were answered very professionally, and was very helpful on what I was inquiring.
Alysia processed my paperwork within 1 business day and sent me a confirmation reply. Appreciated the efficient service.
Always great customer service! Thanks PTC
Alysia was professional and helpful which made for a great experience.
Alexandria was attentive to our required minimum distribution request. Totally professional.
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.
Alexandria was exceptional help. Recommend her highly
Preferred Trust has a 4.9 star rating with 1,230 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.