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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 |
Alysia was professional and helpful which made for a great experience.
Business response:
Hello, Pam. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria was attentive to our required minimum distribution request. Totally professional.
Business response:
Hi, Richard. Thanks for taking the time to share your positive experience. We truly appreciate it!
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.
Business response:
Hi, Richard. We are thrilled to learn that you had a positive experience with us!
Alexandria was exceptional help. Recommend her highly
Business response:
Hi, Grace. Thank you so much for leaving us a stellar review!
very caring thoughtful and helpful A+
Business response:
Hi, Wayne. Your feedback is highly appreciated. Thank you for the review!
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
Business response:
Hi, Nancy. We appreciate the kind words and are glad we could provide you with a positive experience!
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!
Business response:
Hello, Ashraf. We are grateful for customers like you and hope you stick with us for years to come!
Quick, perfect transactions and assistance.
Business response:
Hi, Ken. Thanks for taking the time to share your positive experience. We truly appreciate it!
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!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,260 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.