This profile has been claimed by the business owner or representative.
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 |
I called for support with gateway login. Preferred resolved my issue in a pleasant and efficient call
Business response:
Hi, George. Thanks for taking the time to share your positive experience. We truly appreciate it!
Responded quickly with my request and answered all of my questions. Staff (Alysia) was professional and are always quick to assist with other concerns such as technical issues
Business response:
Hi, Margarita. We are thrilled to learn that you had a positive experience with us!
Once again Alexandria came thru and was able to answer all our questions till we were content with all our needs were met.
Business response:
Hi, Brent. Thank you so much for leaving us a stellar review!
Christina took the extra time to help me set up my account. I appreciated her kindness in not making me rely on emailed instructions. She was very patient and helpful
Business response:
Hi, Michele. Your feedback is highly appreciated. Thank you for the review!
Alysia was a pleasant women to talk to. She answered all my questions and offered some advice on how to help me with my situation. My situation is unfortunate, and Alysia was patient and let me vent. Preferred Trust lawyers have put me in a bind. Hopefully there is a work through for this situation.
Business response:
Hi, Rodney. We appreciate the kind words and are glad we could provide you with a positive experience!
I had questions, and needed to know our cash balances on our 2 IRA Accounts. She was great!!
Business response:
Hello, Jill. We are grateful for customers like you and hope you stick with us for years to come!
I have been with PTC for several years. They have handled my IRA & my ROTH. They have been very helpful & effective handling my accounts. I appreciate the service they provide for me.
Business response:
Hi, Gary. Thanks for taking the time to share your positive experience. We truly appreciate it!
Prompt, professional and friendly service every time!
Business response:
Hi, Todd. We are thrilled to learn that you had a positive experience with us!
I called in needing help, and Jai was very helpful. She returned my call right away, was nice and kind, and said she would take care of it. So thankful!
Business response:
Hi, Jill. Thank you so much for leaving us a stellar review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.