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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 |
Alexandria put me at ease right away. She listened well and understood my question and how important it is to me to have my primary beneficiary and my successor beneficiaries set up properly. She was engaged, personable and professional. She was knowledgeable and took time to speak directly to the Investment Department to confirm answers when necessary. Please thank her personally for me. Tell her that ‘she made my day’! It is because of employees like Alexandria that I remain a client of Preferred Trust Company!!!
Business response:
Hi, James. Thanks for taking the time to share your positive experience. We truly appreciate it!
I received excellent service from Mariami. She helped me get my online account in order.
Business response:
Hi, Robert. We are thrilled to learn that you had a positive experience with us!
Alexandria returned my call, answered all my questions, and handled everything I was wondering.
Business response:
Hi, Clemence. Thank you so much for leaving us a stellar review!
Alexandria was excellent in every way possible! Her call back was fast, within fifteen minutes of me calling and leaving her a voicemail. She was very patient with my questions and did everything possible to solve my issues . I was very satisfied with my interaction with her and Preferred Trust
Business response:
Hi, Thomas. Your feedback is highly appreciated. Thank you for the review!
Alexandria answered my question promptly
Business response:
Hi, William. We appreciate the kind words and are glad we could provide you with a positive experience!
I have done some one time distribution forms with Preferred Trust. They are expedient and timely.
Business response:
Hello, Patricia. We are grateful for customers like you and hope you stick with us for years to come!
Representatives are always very responsive to any questions or provide the assistance that I need.
Business response:
Hi, Robert. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very helpful and resolved my issue quickly without attitude. Very pleasant conversation. Thanks, Alexandria. Paul
Business response:
Hi, Paul. We are thrilled to learn that you had a positive experience with us!
Christina was very helpful. She was very knowledgeable and very quick to respond. It was very helpful to work with her.
Business response:
Hi, Rodney. Thank you so much for leaving us a stellar review!
Preferred Trust has a 4.9 star rating with 1,253 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.