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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 |
Preferred Trust responds to an inquiry for assistance quickly. Amber is absolutely amazing!
Business response:
Hi, Judy. Your feedback is highly appreciated. Thank you for the review!
She returned all 3 calls I made today. Also, she stayed on the phone and helped me find and complete the RMD application.
Business response:
Hello, P.. We are grateful for customers like you and hope you stick with us for years to come!
Staff, Amber and Jai were good to work with. Efficient and helpful. The compliance manager, not so much
Business response:
Hi, Jeffrey. Thanks for taking the time to share your positive experience. We truly appreciate it!
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!
Business response:
Hi, Samuel. We are thrilled to learn that you had a positive experience with us!
Is been good. i am so ☺.
Business response:
Hi, Maria. Thank you so much for leaving us a stellar review!
Alexandria helped me reset my account enabling me access. This is very important and Alexandria was a great help.
Business response:
Hi, Rita. Your feedback is highly appreciated. Thank you for the review!
Needed information sent to a buyer. P T followed up for me.
Business response:
Hi, Jim. We appreciate the kind words and are glad we could provide you with a positive experience!
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.
Business response:
Hello, Norbert. We are grateful for customers like you and hope you stick with us for years to come!
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.
Business response:
Hi, Gaylan. Thanks for taking the time to share your positive experience. We truly appreciate it!
Preferred Trust has a 4.9 star rating with 1,270 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.