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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 |
Very good. Made things uncomplicated!
Amber has an excellent disposition on the phone. She is so helpful and very trained and knowledgeable in her job!
Alysia did a perfect job at answering my questions. Excellent service!
Application process was easy.
Alexandria was every patient with me while helping me get past the locked out/reset process.
I called to ask a few questions! Alexandria was very informative and patient with me throughout our conversation. She was able to tell me what I was needing to move forward. Thank you Alexandria!
Cleared up issue on recent payment request. Smooth, easy, courteou!.
Each of your three reps that I encountered in my recent contact with PTC were courteous, patient, attentive and helpful. My most recent contact was with Sabrina
I emailed a form to Preferred Trust, and was pleased to hear from Alysia not long afterwards, saying that my request was being processed. Often when I send some kind of request like that, there is no response to tell the status, and I am left wondering if it was even received!
Preferred Trust has a 4.9 star rating with 1,229 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.