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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 |
Needed help getting an email re-sent. Alysia was very pleasant, professional and helpful and got the email to my inbox within minutes.
Business response:
Hi, Patrick. We are thrilled to learn that you had a positive experience with us!
Always very helpful
Business response:
Hi, Dana. Thank you so much for leaving us a stellar review!
Distribution requests are handled in a very timely manner.
Business response:
Hi, William. Your feedback is highly appreciated. Thank you for the review!
Was very concerned about my current fees, , but Alysia took the time to explain the transaction report. She also told me the fees are normally deducted at end of Jan. Each year.
Business response:
Hi, Mary. We appreciate the kind words and are glad we could provide you with a positive experience!
Everything went great as usual. All request were fulfilled in a timely manner of which I appreciate!
Business response:
Hello, Marcia. We are grateful for customers like you and hope you stick with us for years to come!
Very to the point and professional
Business response:
Hi, Joe. Thanks for taking the time to share your positive experience. We truly appreciate it!
All my business was transacted quickly and efficiently. I think I was assisted by Miriami
Business response:
Hi, Keith. We are thrilled to learn that you had a positive experience with us!
She was incredibly patient. I don’t know her name. I thought it was Alexandria, but that’s not one of the options. So I randomly picked a name.
Business response:
Hi, Nicole. Thank you so much for leaving us a stellar review!
First of all, someone picked up and I didn’t have to wait for a call back. I was assisted very quickly & very professionally.
Business response:
Hi, Deborah. Your feedback is highly appreciated. Thank you for the review!
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.