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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 |
I hadn’t accessed my account online in quite awhile and Alexandria was very helpful in guiding me through the process of changing my password and getting me current with my online account.
I highly recommend Preferred Trust Company in managing self-directed Traditional or Roth IRAs. I can easily reach out to them for any questions or concerns. When you call them, there’s always somebody to answer you & spend time till you resolve your problem. It makes me happy to talk to someone not a machine or the current tech.Their service is exceptional. I just talked to Alexandria about investment related forms & she’s very knowledgeable & friendly; very satisfied & grateful. Thank you!
Quick call, hit the info I needed. Alexandria was great. G
I feel very much cared for with all my business I do with Preferred Trust. The questions I had were promptly handled within minutes of my call. Thank you so much.
All good thankd
Great job with phone service
Wow! I called and left a message for a return call. Alysia called back within the hour (...on a Monday, at the beginning of tax season) and was able to quickly assist with my questions. I've been with Preferred for a while now. They are always pleasant, professional, and provide great customer service. Thanks for all you do!
Alexandria was very helpful. She provided the information I needed to complete my transaction.
Very professional & quick experience. Highly recommend ❤️
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.