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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 was professional and told me everything I need to know! Thank you gor your assistance today!
Business response:
Hi, Angela. We appreciate the kind words and are glad we could provide you with a positive experience!
Great! Left a request before opening, had the form by 10:00; thanks Alex
Business response:
Hello, Roland. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria returned my call quickly and assisted me with my request. She was professional and ensured that my transaction was correct. Thank you
Business response:
Hi, Margarita. Thanks for taking the time to share your positive experience. We truly appreciate it!
It was ok, fixed my problem.
Business response:
Hi, Glenn. We are thrilled to learn that you had a positive experience with us!
Had an accounting issue to resolve… Jai was great!
Business response:
Hi, Jim. Thank you so much for leaving us a stellar review!
Alexandria was Awesome. She helped me every step of the way. Also she was Very patient and accessible to my many questions and concern’s. She made this entire transaction process very easy for me. Thank you.
Business response:
Hi, Timothy. Your feedback is highly appreciated. Thank you for the review!
Alysia was very helpful in providing instruction regarding my investment account.
Business response:
Hi, Tjaden. We appreciate the kind words and are glad we could provide you with a positive experience!
Alysia Ball helped me today with a tricky shift that I am making as an investor. She was knowledgeable and guided me with the information that I need to put my money where it will do the most work for me. I am very grateful for her assistance.
Business response:
Hello, Ben. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria was Great to talk to and meet my needs. Thanks
Business response:
Hi, T.descoe. Thanks for taking the time to share your positive experience. We truly appreciate it!
Preferred Trust has a 4.9 star rating with 1,039 reviews.
Preferred Trust is open now. It will close at 4:30 p.m.