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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 |
She returned all 3 calls I made today. Also, she stayed on the phone and helped me find and complete the RMD application.
Staff, Amber and Jai were good to work with. Efficient and helpful. The compliance manager, not so much
Amber was professional and promptly returned my call. She has stayed on top of my transfer process from the beginning. I believe the funds have been liquidated and the transfer can now take place. Thank you Amber for staying on top of this and being helpful!
Is been good. i am so ☺.
Alexandria helped me reset my account enabling me access. This is very important and Alexandria was a great help.
Needed information sent to a buyer. P T followed up for me.
I was stuck on filling out my RMD request. I called and got excellent help from Jaionnai,. She talked me through and I finished the form and submitted it.
Alexandrea at Preferred Trust to respond to a question that I emailed to support. She was kind and professional as she answered my question and sent me a link to the form I will need to fill out.
Amber is very knowledgeable and helpful. She is professional and patiently answered all my questions about setting up a Self Directed Roth IRA.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,227 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.