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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 |
Very professional Made me feel like a valued customer
Business response:
Hi, Alvin. We are thrilled to learn that you had a positive experience with us!
I hadn’t accessed my account online in quite awhile and Alexandria was very helpful in guiding me through the process of changing my password and getting me current with my online account.
Business response:
Hi, Michael. Thank you so much for leaving us a stellar review!
I highly recommend Preferred Trust Company in managing self-directed Traditional or Roth IRAs. I can easily reach out to them for any questions or concerns. When you call them, there’s always somebody to answer you & spend time till you resolve your problem. It makes me happy to talk to someone not a machine or the current tech.Their service is exceptional. I just talked to Alexandria about investment related forms & she’s very knowledgeable & friendly; very satisfied & grateful. Thank you!
Business response:
Hi, Josefina. Your feedback is highly appreciated. Thank you for the review!
Quick call, hit the info I needed. Alexandria was great. G
Business response:
Hi, Grant. We appreciate the kind words and are glad we could provide you with a positive experience!
I feel very much cared for with all my business I do with Preferred Trust. The questions I had were promptly handled within minutes of my call. Thank you so much.
Business response:
Hello, Nancy. We are grateful for customers like you and hope you stick with us for years to come!
All good thankd
Business response:
Hi, Joe. Thanks for taking the time to share your positive experience. We truly appreciate it!
Great job with phone service
Business response:
Hi, Thomas. We are thrilled to learn that you had a positive experience with us!
Wow! I called and left a message for a return call. Alysia called back within the hour (...on a Monday, at the beginning of tax season) and was able to quickly assist with my questions. I've been with Preferred for a while now. They are always pleasant, professional, and provide great customer service. Thanks for all you do!
Business response:
Hi, Frank. Thank you so much for leaving us a stellar review!
Alexandria was very helpful. She provided the information I needed to complete my transaction.
Business response:
Hi, Bret. Your feedback is highly appreciated. Thank you for the review!
Preferred Trust has a 4.9 star rating with 987 reviews.
Preferred Trust is open now. It will close at 5:00 p.m.