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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 |
Great Service
Helped me get back online! She was great!
I received the information and I’m grateful for that, but I think there wasn’t a real connection with the person that I was talking to. In the past, I’ve talked to people like Alysia and it was fun to talk to her it was really engaging. The person I last talked to was nice and professional, but I didn’t feel there was a personal connection. Not that there has to be a personal connection but it makes the phone call more pleasant. Thank you
Preferred Trust is an awesome company and provides excellent customer service every time I ask for assistance with my IRA account. The representatives are courteous, knowledgeable, and always follow through with whatever is required when servicing my account. The website is also very user-friendly and easy to use. I highly recommend this company to handle anyone’s financial needs when starting an IRA account.
I've been with Preferred Trust a couple of years now and they have been a pleasure to work with. Thank-you for being so attentive and getting me through the the paperwork and processes.
Called Preferred Trust to get my Account Fee bill for 2024 late Christmas eve and Alysia called me back Thursday morning and said she would email my bill and form so that I could pay it. Within an hour I had my bill, filled it out, submitted it with my payment info, and received my Receipt documentation. Excellent service.
I had an exceptional experience working with Christina at Preferred Trust. Her professionalism, knowledge, and willingness to assist went above and beyond my expectations even during the busy Holidays. She made the entire process smooth and stress-free. Thank you, Christina, for your outstanding customer service!
you did fantastic and very professional the way you handled my case I really appreciate i hand sign the Fmv form as requested and fax it today thanks
I received a very fast reply to my e-mail request. Whenever and e-mail address starts with "info@", my instinct is to think, oh boy here we go into the "ether". Well I've found Preferred Trust is always prompt to reply and answers all kinds of questions. Investing can be somewhat nerve racking, and I work full time, so don't have time to read everything all the time. Alesia made my life easy today.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,226 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.