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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 |
A friend advised me that Preferred Trust Co. might be a good Custodian for me to consider transferring one of my IRA's to. After completing my Due Diligence on Preferred, I called today to "start the ball rolling". I had the pleasure to speak with a Client Services Representative named Alexandria Moore regarding opening an Acct.and funding it. Ms. Moore was very patient and helpful explaining in detail both the steps in the process, as well as the approximate timelines for each. She was knowledgeable, friendly and polite, a... read more
Business response:
Hi, Ray. Your feedback is highly appreciated. Thank you for the review!
Alexandria did an awesome job of explaining to me everything I needed to do because I'm not familiar at all with the process. I truly look forward to working with her.
Business response:
Hi, Pam. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was very helpful.
Business response:
Hello, Jeff. We are grateful for customers like you and hope you stick with us for years to come!
Alysia @PTC made the process to complete important property investment documents easy, painless, and very quick! He timely responses helped us protect our investment! Thank you Alysia! Patrick
Business response:
Hi, Patrick. Thanks for taking the time to share your positive experience. We truly appreciate it!
Explain clearly what I need to do with my account. She is knowledgeable.
Business response:
Hi, Leonida. We are thrilled to learn that you had a positive experience with us!
Alexandria was extremely helpful in answering all my questions. Great customer support!
Business response:
Hi, Corey. Thank you so much for leaving us a stellar review!
Helpful got me on track to see what’s going on with the portfolio. Thanks , Alexi!
Business response:
Hi, Johnie. Your feedback is highly appreciated. Thank you for the review!
I appreciated the workings of my investments, by the Preferred Trust Team. I feel confident in liquidating my holdings for my current personal project to be accomplished with no issues. Thank you again for protecting my assets.
Business response:
Hi, Leon. We appreciate the kind words and are glad we could provide you with a positive experience!
I contacted the company to confirm the transfer of my accounts I obtained the information requested in a prompt and professional manner.
Business response:
Hello, Constantine. We are grateful for customers like you and hope you stick with us for years to come!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,056 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.