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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 |
I appreciate the efficiency and communication with the PTC team. H.C./13 year customer
Business response:
Hi, H.callahan. We are thrilled to learn that you had a positive experience with us!
Answered my question quickly and definitively after several emails failed to clarify the answer. Thank you!
Business response:
Hi, Matt. Thank you so much for leaving us a stellar review!
Christina is my personal Rock Star!!! The entire staff are her back up. They are very transparent and responds to all of my daunting email and requests. They never make me ignorant as they unknowingly, are educating me. My other IRA with Directed IRA, Can take some lessons from Preferred trust!!! (Not my intention to bad mouth another company) but it is my honest review.
Business response:
Hi, Reginald. Your feedback is highly appreciated. Thank you for the review!
You did very well.
Business response:
Hi, Jesse. We appreciate the kind words and are glad we could provide you with a positive experience!
You are so customer-friendly and Customer Service oriented to the clients that you work with. Thanks for being such great custodian.
Business response:
Hello, Terrence. We are grateful for customers like you and hope you stick with us for years to come!
I wouldn't complain a thing. They set up IRA to Phoenix energy and I didn't have to a thing.
Business response:
Hi, Billy. Thanks for taking the time to share your positive experience. We truly appreciate it!
I couldn't be happier dealing with the Team members of Client Services.The courteous, knowledgeable, professional team members are a pleasure to work with. I've found the best way to get prompt responses to my questions is to utilize their email system. If you call with a question, you will definitely get a response, but the email option appears to be the most efficient. Keep up the good work!
Business response:
Hi, Ray. We are thrilled to learn that you had a positive experience with us!
Always efficient and a pleasure to work with all employees
Business response:
Hi, Craig. Your feedback is highly appreciated. Thank you for the review!
You were helpful, efficient, friendly, and considering all that was going on with systems etc. ever did a really good job as individuals and as a team.
Business response:
Hi, Willis. We appreciate the kind words and are glad we could provide you with a positive experience!
Preferred Trust has a 4.8 star rating with 1,294 reviews.
Preferred Trust is open now. It will close at 5:00 p.m.