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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 |
Alysia was very helpful in explaining how to pause my IRA distribution and made my request so easy, thank you Alysia !
Business response:
Hi, Nathan. Your feedback is highly appreciated. Thank you for the review!
It was a short call and productive.
Business response:
Hi, Samir. We appreciate the kind words and are glad we could provide you with a positive experience!
Ya' done good! Thank you very much. Keep on keepin' on. Oh, by the way, make sure my restricted security hits the big time, okay?
Business response:
Hello, Frank. We are grateful for customers like you and hope you stick with us for years to come!
explained things clearly
Business response:
Hi, Lesley. Thanks for taking the time to share your positive experience. We truly appreciate it!
All of my questions and concerns were addressed positively and professionally. Quite satisfied with call
Business response:
Hi, Gene. We are thrilled to learn that you had a positive experience with us!
I’ve been with Preferred Trust for 10 years. They are always professional and pleasant to work with. They are very responsive to client’s needs.
Business response:
Hi, Cathy. Thank you so much for leaving us a stellar review!
Alexandria helped me solve my problem easily.
Business response:
Hi, Vicki. Your feedback is highly appreciated. Thank you for the review!
Great help gathering documents!
Business response:
Hi, Deborah. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandra was a great help. She provided me with everything I needed. Very professional and knowledgeable..
Business response:
Hello, William. We are grateful for customers like you and hope you stick with us for years to come!
Preferred Trust has a 5 star rating with 1,159 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.