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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 |
Alexandria was professional and helpful.
Business response:
Hi, Sara. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very professional and assisted our mutual client in getting all documentation in order and answering questions as they arose. Great experience.
Business response:
Hi, Jeremy. We are thrilled to learn that you had a positive experience with us!
Perfect. Very professional.
Business response:
Hi, Wayne. Thank you so much for leaving us a stellar review!
I asked for help with login into my account. I got my issue resolved in minutes. I was very satisfied with Alexandria's service. Job well done! Keep up the good work!
Business response:
Hi, Guorong. Your feedback is highly appreciated. Thank you for the review!
I always appreciate the great customer service I receive when I have contact with representatives from Preferred Trust Company. My contact with Alexandria today was no exception. She was helpful, friendly, and courteous and always works hard to assist me with my IRA transfers. She answers all my questions in a very professional manner and is great at following up on any account issues or needs concerning my accounts. She is a valuable asset to Preferred Trust and is hopefully recognized as such by her employer.
Business response:
Hi, Allan. We appreciate the kind words and are glad we could provide you with a positive experience!
Grate, I needed to access my online account. I was locked out and Alexandria help me gain access.
Business response:
Hello, Louie. We are grateful for customers like you and hope you stick with us for years to come!
Fast, friendly, informative service! Thanks Alexandria for getting me taking care of! It was a pleasure speaking with you!
Business response:
Hi, Shelton. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was great very helpful. Probably not paid what she deserves!!!!!
Business response:
Hi, Jason. We are thrilled to learn that you had a positive experience with us!
Quick and fast. Very helpful. Alysia was very helpful and she contacted company I was investing in and made sure she had most up to date documents to expedite my transaction.
Business response:
Hi, Cynthia. Thank you so much for leaving us a stellar review!
Preferred Trust has a 4.9 star rating with 1,056 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.