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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 |
Is been good. i am so ☺.
Business response:
Hi, Maria. Thank you so much for leaving us a stellar review!
Alexandria helped me reset my account enabling me access. This is very important and Alexandria was a great help.
Business response:
Hi, Rita. Your feedback is highly appreciated. Thank you for the review!
Needed information sent to a buyer. P T followed up for me.
Business response:
Hi, Jim. We appreciate the kind words and are glad we could provide you with a positive experience!
I was stuck on filling out my RMD request. I called and got excellent help from Jaionnai,. She talked me through and I finished the form and submitted it.
Business response:
Hello, Norbert. We are grateful for customers like you and hope you stick with us for years to come!
Alexandrea at Preferred Trust to respond to a question that I emailed to support. She was kind and professional as she answered my question and sent me a link to the form I will need to fill out.
Business response:
Hi, Gaylan. Thanks for taking the time to share your positive experience. We truly appreciate it!
Amber is very knowledgeable and helpful. She is professional and patiently answered all my questions about setting up a Self Directed Roth IRA.
Business response:
Hi, Franklin. We are thrilled to learn that you had a positive experience with us!
Pleasant call with Alexandria and all questions were answered fully and professionally
Business response:
Hi, Christopher. Thank you so much for leaving us a stellar review!
Alexandria, was very patient and knowledgeable. She very kind and professional.
Business response:
Hi, William. Your feedback is highly appreciated. Thank you for the review!
The person I talked to made it easy and effortless to get some funds out of my account.
Business response:
Hi, Paige. We appreciate the kind words and are glad we could provide you with a positive experience!
Preferred Trust has a 4.9 star rating with 906 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.