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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 |
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
very caring thoughtful and helpful A+
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
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,226 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.