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Preferred Trust
- Las Vegas, NV
About this business
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
Location details
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 needed access to my account and Kristine was very helpful. She helped me reset my password and access my account
Business response:
Hi, Pamela. Your feedback is highly appreciated. Thank you for the review!
I had a question about an investment that I needed to fund and a contribution that was pending that I needed to have the amount needed to fund the investment. Kristine looked through my information and assured me that the contribution had been received and would clear in a few days and my investment paperwork at the amount I had requested would be completed. Kristine was upbeat and professional and understood my issue and resolved my concerns quickly.
Business response:
Hi, Kim. We appreciate the kind words and are glad we could provide you with a positive experience!
Fast professional customer service - Kristine Henderson is amazing!!
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Alysia was very nice and helpful, totally resolved my issue in a few quick comments.
Business response:
Hi, Linda. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very helpful. Answered all my questions.
Business response:
Hi, Lori. We are thrilled to learn that you had a positive experience with us!
I had a question on the proper form I needed , and I got my answers very fast and with friendly service.. Thanks so much
Business response:
Hi, Patrick. Thank you so much for leaving us a stellar review!
I have been trying to figure out a problem I’m having with my IRA investments and distributions. Alysia helped me to understand it better and will continue to work with me on correcting a problem, made by me, with my IRA contributions, since retirement. Thank you Alysia.
Business response:
Hi, Mark. Your feedback is highly appreciated. Thank you for the review!
Alysia was very helpful. All of PTC's communications are excellent!
Business response:
Hi, Russell. We appreciate the kind words and are glad we could provide you with a positive experience!
I was having difficulty logging on to my account and Alexandria provided me with clear instructions that allowed me to change my password and gain access to my account. I felt that she was very professional and informative. Overall Alexandria was quite helpful and certainly a good representative of Preferred Trust .
Business response:
Hello, Mitch. We are grateful for customers like you and hope you stick with us for years to come!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 906 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.