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Preferred Trust

4.9
  • 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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.9907 reviews
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Mitch S. M.'s profile image
Mitch S. M. 
on Birdeye

7 months ago

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! 

Stephond H.'s profile image
Stephond H. 
on Birdeye

7 months ago

Agent called back promptly. Was willing to access me with my problem even though I had figured it iut 

Business response:

Hi, Stephond. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Luis's profile image
Luis 
on Birdeye

7 months ago

Excellent as always when dealing with Christina!! Always very informative and professional.!! 

Business response:

Hi, Luis. We are thrilled to learn that you had a positive experience with us! 

Norbert W.'s profile image
Norbert W. 
on Birdeye

7 months ago

You answered my question 

Business response:

Hi, Norbert. Thank you so much for leaving us a stellar review! 

Joy B.'s profile image
Joy B. 
on Birdeye

7 months ago

I called to discuss the statement I printed out today. I was confused about purchasing and selling shares to pay the depository fee and whether I owed money for 2024. Elyria was very helpful and explained each trasaction clearly. I appreciate her help today. Joy B. 

Business response:

Hi, Joy. Your feedback is highly appreciated. Thank you for the review! 

Roger B.'s profile image
Roger B. 
on Birdeye

7 months ago

She was perfect and fast to help 

Business response:

Hi, Roger. We appreciate the kind words and are glad we could provide you with a positive experience! 

Jean H.'s profile image
Jean H. 
on Birdeye

7 months ago

Alyssa is always very helpful she very quickly helped me and cleared up some questions I had and I couldn't be happier, Thankyou!! 

Business response:

Hello, Jean. We are grateful for customers like you and hope you stick with us for years to come! 

Lisa P.'s profile image
Lisa P. 
on Birdeye

7 months ago

Alexandria was very helpful to me. 

Business response:

Hi, Lisa. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Brad F.'s profile image
Brad F. 
on Birdeye

7 months ago

Quick call back. 

Business response:

Hi, Brad. We are thrilled to learn that you had a positive experience with us! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 907 reviews. 

When is Preferred Trust open?

Preferred Trust is open now. It will close at 5:00 p.m.