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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 |
Pleasant and patient helping me navigate the website.
Business response:
Hi, Cindy. We appreciate the kind words and are glad we could provide you with a positive experience!
Recently I needed to make a large withdrawal from my IRA to pay a third party for IRA-related expenses. Didra at Preferred Trust, Accounting Department, was outstanding. She helped me complete the process by providing regular communications on the progress of my request and contacting me to check on information. The requested funds were ready in my local bank account within 3 business days. I couldn’t be happier with her expeditious and professional service.
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Getting IRA rollover info for taxes
Business response:
Hi, Joe. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was very patient and kind helping me get my tax form and get into the site. I was very grateful for her help because I had contacted the company 2 previous times and really got nothing out of that.
Business response:
Hi, Dale. We are thrilled to learn that you had a positive experience with us!
Questions on 1099 and tax responsibility. All questions were answered professionally and politely.
Business response:
Hi, Timothy. Thank you so much for leaving us a stellar review!
This process didn’t go as smoothly as I expected but Christina helped me and addressed all my concerns.
Business response:
Hi, Michael. Your feedback is highly appreciated. Thank you for the review!
Today was like every day I call for assistance. I received exactly what I needed without any wait. It is always a pleasure. Chris Trembly is tremendous!
Business response:
Hi, David. We appreciate the kind words and are glad we could provide you with a positive experience!
Did an awesome job helping get my tax statements and resetting my account
Business response:
Hello, Cynthia. We are grateful for customers like you and hope you stick with us for years to come!
I changed my password. It took a couple of tries (my mistakes) but Kristine helped me get it right. She was attentive and helpful.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
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 closed now. It will open tomorrow at 8:00 a.m.