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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 |
The staff at Preferred Trust does an amazing job handling my funds and answering any questions I have about Self Directed IRA’s. I recommend them highly.
Business response:
Hi, Ryan. We are thrilled to learn that you had a positive experience with us!
I have been a client at PTC for over 5 years. They made the transfer process very easy and helped with some issues I was having with my previous custodian. The online client portal is easy to manage and see your investments. If you need any specific forms for investments, distributions, contributions etc. you can easily find them on their website. I think one of the biggest benefits they provide to clients and potential clients is all the free education the provide through blogs, whitepapers and their podcast. Not all SDIRA ... read more
Business response:
Hi, Israel. Thank you so much for leaving us a stellar review!
Like that you inform on availability of investments that come up.
Business response:
Hi, Lorenzo. 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 at 8:00 a.m.