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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 |
Pleasant call with Alexandria and all questions were answered fully and professionally
Alexandria, was very patient and knowledgeable. She very kind and professional.
The person I talked to made it easy and effortless to get some funds out of my account.
I spoke with Alexandria about my account transfer and she was very helpful! So far my experience with Preferred Trust has been very good, they follow up often and do what they say they are going to do, which is all one could ask for!
Very helpful with my self directed Ira
Alexandria in customer service resolved the issue I had and made the process easy and simple. She is an asset to your company.
Alysia was very helpful with all my questions. She responded in a timely manner and was very professional.
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!!!!
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!!!!
Preferred Trust has a 4.9 star rating with 1,227 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.