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Preferred Trust

4.9
  • 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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.9906 reviews
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Patrick's profile image
Patrick 
on Birdeye

7 months ago

Alysia @PTC made the process to complete important property investment documents easy, painless, and very quick! He timely responses helped us protect our investment! Thank you Alysia! Patrick 

Business response:

Hi, Patrick. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Leonida L.'s profile image
Leonida L. 
on Birdeye

7 months ago

Explain clearly what I need to do with my account. She is knowledgeable. 

Business response:

Hi, Leonida. We are thrilled to learn that you had a positive experience with us! 

Corey's profile image
Corey 
on Birdeye

7 months ago

Alexandria was extremely helpful in answering all my questions. Great customer support! 

Business response:

Hi, Corey. Thank you so much for leaving us a stellar review! 

Johnie D.'s profile image
Johnie D. 
on Birdeye

7 months ago

Helpful got me on track to see what’s going on with the portfolio. Thanks , Alexi! 

Business response:

Hi, Johnie. Your feedback is highly appreciated. Thank you for the review! 

Leon M.'s profile image
Leon M. 
on Birdeye

7 months ago

I appreciated the workings of my investments, by the Preferred Trust Team. I feel confident in liquidating my holdings for my current personal project to be accomplished with no issues. Thank you again for protecting my assets. 

Business response:

Hi, Leon. We appreciate the kind words and are glad we could provide you with a positive experience! 

Constantine G.'s profile image
Constantine G. 
on Birdeye

7 months ago

I contacted the company to confirm the transfer of my accounts I obtained the information requested in a prompt and professional manner. 

Business response:

Hello, Constantine. We are grateful for customers like you and hope you stick with us for years to come! 

William M.'s profile image
William M. 
on Birdeye

7 months ago

Alysia was very helpful and professional. A joy to work with. 

Business response:

Hi, William. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Edward R C.'s profile image
Edward R C. 
on Birdeye

7 months ago

Very thorough in the guidance Christina Ramirez provided me as to the procedure for adding to my Self Directed IRA with Preferred Trust. 

Business response:

Hi, Edward. We are thrilled to learn that you had a positive experience with us! 

Faith P.'s profile image
Faith P. 
on Birdeye

7 months ago

Very responsive, courteous and answered my questions. 

Business response:

Hi, Faith. 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.