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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 |
Very helpful with my self directed Ira
Business response:
Hi, Laura. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria in customer service resolved the issue I had and made the process easy and simple. She is an asset to your company.
Business response:
Hi, Deborah. We are thrilled to learn that you had a positive experience with us!
Alysia was very helpful with all my questions. She responded in a timely manner and was very professional.
Business response:
Hi, Michael. Thank you so much for leaving us a stellar review!
Amazing and wonderful staff. I. Made an error on one of the forms. Jay f rom accounting called and assisted me in correcting the error on my part. She made me feel as if I didn’t make an error at all. (OH Mr Harris, don’t worry about it , I’m calling to assist you in fixing it) Just like Amber, she was. WONDERFUL!!!!
Business response:
Hi, Reginald. Your feedback is highly appreciated. Thank you for the review!
Amazing and wonderful staff. I. Made an error on one of the forms. Jay f rom accounting called and assisted me in correcting the error on my part. She made me feel as if I didn’t make an error at all. (OH Mr Harris, don’t worry about it , I’m calling to assist you in fixing it) Just like Amber, she was. WONDERFUL!!!!
Alexandria was attentive and efficient With the information that I had requested.
Business response:
Hi, Patti. We appreciate the kind words and are glad we could provide you with a positive experience!
All my question and requests were answered professionally and promptly. My contacts at Preferred Trust were polite and efficient.
Business response:
Hello, Joe. We are grateful for customers like you and hope you stick with us for years to come!
Excellent service kind courteous Amber was great to work with
Business response:
Hi, Tim. Thanks for taking the time to share your positive experience. We truly appreciate it!
As an investment sponsor, I secret shopped to discover how my client's experience would be with Preferred Trust. My phone call was answered on the second ring, great. The person on the other end of the phone was very calm and steady. She answered all of my questions and was very polite.
Business response:
Hi, Darlene. 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 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.