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Preferred Trust
- Las Vegas, NV
About this business
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 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.
Business response:
Hi, Nathan. We are thrilled to learn that you had a positive experience with us!
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!
Business response:
Hi, Tina. Thank you so much for leaving us a stellar review!
Returned call promptly. Pleasant and professional .
Business response:
Hi, Cindy. Your feedback is highly appreciated. Thank you for the review!
Amber broke things down for me so that I understand the process and concepts.
Business response:
Hi, Robbie. We appreciate the kind words and are glad we could provide you with a positive experience!
Informative. Asked for pertinent info.
Business response:
Hello, Francine. We are grateful for customers like you and hope you stick with us for years to come!
Alysia was very helpful and responsive concerning my recent request.
Business response:
Hi, Alan. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very professional Made me feel like a valued customer
Business response:
Hi, Alvin. We are thrilled to learn that you had a positive experience with us!
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.
Business response:
Hi, Michael. Thank you so much for leaving us a stellar review!
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!
Business response:
Hi, Josefina. Your feedback is highly appreciated. Thank you for the review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,242 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.