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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 |
Amber looked into my inquiry. She referred me to ignite funding as they will be who can help me with my request.
Business response:
Hi, Donna. Your feedback is highly appreciated. Thank you for the review!
Amber was professional soft-spoken very knowledgeable. Help me facilitate my request.
Business response:
Hi, Michael. We appreciate the kind words and are glad we could provide you with a positive experience!
The subject was on distribution of my 401(k). she found out some information that I needed to know about the distribution process. She sent me some forms in the email that I might have to fill out. She explained the forms to me.. Amber was very helpful
Business response:
Hello, Nazarena. We are grateful for customers like you and hope you stick with us for years to come!
I had a question about reinvesting with Phoenix Capital Group and my concerns were addressed.
Business response:
Hi, Tim. Thanks for taking the time to share your positive experience. We truly appreciate it!
I totally appreciate the transition they did for me. Preferred Trust has definitely earned their name. Thank you!
Business response:
Hi, Nancy. We are thrilled to learn that you had a positive experience with us!
I had the pleasure of being helped by Ms. Nicole Hillebrandt on 23Jul2024. She was very professional and I appreciated her assistance in helping me to understand all the steps I needed t follow to submit and sign my forms as well as how to understand the documents I had received. Sometimes customer service is lacking when a person needs a little extra attention and kindness. I truly appreciate this young lady and she very much enhanced my experience. Thank you, ma'am, for being who you are and how you are. Your service ... read more
Business response:
Hi, Neal. Thank you so much for leaving us a stellar review!
Alysia was very efficient and professional answering all my questions
Business response:
Hi, Robin. Your feedback is highly appreciated. Thank you for the review!
I had a problem logging into my account (I am older and technically challenged). I sent and email with my problem to client services, then went to the kitchen for a glass of water, returned, and all was well again! Awesome!!
Business response:
Hi, Thomas. We appreciate the kind words and are glad we could provide you with a positive experience!
I am so grateful for the preferred trust staff. I found them very helpful and understanding. They answered my questions patiently and helped me to better understand the metals ira world which I was admitedly very unfamilar. I was assisted by Amber, Christina and Alysia.
Business response:
Hello, Jeffrey. 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 1,048 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.