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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 |
It is great experience working with Preferred Trust Team.
Business response:
Hi, Puviarasu. We are thrilled to learn that you had a positive experience with us!
The needed document, a Transfer or conversion form was provided quickly.
Business response:
Hi, Sandra. Thank you so much for leaving us a stellar review!
Very friendly. Cant wait untill i have another question!!!!!!
Business response:
Hi, Jason. Your feedback is highly appreciated. Thank you for the review!
Very help and friendly. Seem like no eush to get off the phone. Just great 👍
Business response:
Hi, Jason. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was a godsend. She helped me get the info I needed quickly as opposed to the run. around I had to put up with P..G.She was very polite and extremely helpful. Very helpful and pleasant
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Missed a call, and Alexandria brought me up to speed, thank you!
Business response:
Hi, Jay. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was very helpful and patient.
Business response:
Hi, Sharon. We are thrilled to learn that you had a positive experience with us!
Great follow up on an expense payment request.
Business response:
Hi, P. Thank you so much for leaving us a stellar review!
Amber did a fantastic job. Answered all my questions and left me more knowledgable about the organization AND what I'm doing.
Business response:
Hi, Charles. 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 1,039 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 4:30 p.m.