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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 |
Absolutely wonderful service. I am a former client and needed various statements in order to support my IRA basis for tax purposes and despite my several emails asking for more and more information, never once was I put off or delayed, but instead got almost immediate prompt replies with the documentation I needed. So impressed am I, I inquired how to transfer my current self direct IRA to them to become a client agian!
Quick, perfect transactions and assistance.
I filled out the online portal forms and signed, scanned and emailed to accounting and they confirmed everything was correct, and indicated the timeline for receiving my distribution, so very pleased with the outcome.
Alexandria was extremely helpful and gracious! I’m very grateful to her for being able to provide me with the documents I needed and so promptly! Thank you again, Alexandria!
Returned call promptly. Pleasant and professional .
Amber broke things down for me so that I understand the process and concepts.
Informative. Asked for pertinent info.
Alysia was very helpful and responsive concerning my recent request.
Very professional Made me feel like a valued customer
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 open now. It will close at 5:00 p.m.