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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 |
Amber was professional soft-spoken very knowledgeable. Help me facilitate my request.
The subject was on distribution of my 401(k). she found out some information that I needed to know about the distribution process. She sent me some forms in the email that I might have to fill out. She explained the forms to me.. Amber was very helpful
I had a question about reinvesting with Phoenix Capital Group and my concerns were addressed.
I totally appreciate the transition they did for me. Preferred Trust has definitely earned their name. Thank you!
I had the pleasure of being helped by Ms. Nicole Hillebrandt on 23Jul2024. She was very professional and I appreciated her assistance in helping me to understand all the steps I needed t follow to submit and sign my forms as well as how to understand the documents I had received. Sometimes customer service is lacking when a person needs a little extra attention and kindness. I truly appreciate this young lady and she very much enhanced my experience. Thank you, ma'am, for being who you are and how you are. Your service ... read more
Alysia was very efficient and professional answering all my questions
I had a problem logging into my account (I am older and technically challenged). I sent and email with my problem to client services, then went to the kitchen for a glass of water, returned, and all was well again! Awesome!!
I am so grateful for the preferred trust staff. I found them very helpful and understanding. They answered my questions patiently and helped me to better understand the metals ira world which I was admitedly very unfamilar. I was assisted by Amber, Christina and Alysia.
Always kind and considerate! I appreciate the information given and all questions answered!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,229 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.