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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 helped me with everything I needed. Thank you Amber
Business response:
Hello, Mark. We are grateful for customers like you and hope you stick with us for years to come!
Always will recommend this business to anyone looking for a self directed IRA !
Business response:
Hi, Craig. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was so good to work with. She was very patient with all my struggles and was very helpful with workarounds that we finally got in place. She did a great job. 👏
Business response:
Hi, Judith. We are thrilled to learn that you had a positive experience with us!
Very good customer service
Business response:
Hi, David. Thank you so much for leaving us a stellar review!
Amber was amazingly patient, knowledgeable, helpful and professional!!!
Business response:
Hi, Marissa. Your feedback is highly appreciated. Thank you for the review!
Marty (from Goldco) and accounting were very helpful. The fees are too high especially with high inflation and being on limited budget. Happy 300.00 was waived since yearly fee was paid. Also took too long to get money, soo therefore 4 stars.
Business response:
Hi Maureen, Thank you for your feedback. Preferred Trust does not employ Marty and GoldCo is not an affiliate of Preferred Trust. They are a precious metals company. They buy and sell metals. You paid a premium to GoldCo, well above Spot price to purchase metals from them. Preferred Trust is your IRA Custodian. We are a licensed Trust Company regulated by the IRS and the State of Nevada Financial Institutions Division. We do not make any money from your investments. We are paid a fee annually to custody your assets and adm... read more
Alexandria was great! Very personable and explained the documents well.
Business response:
Hello, John. We are grateful for customers like you and hope you stick with us for years to come!
Very friendly and helpful
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very prompt in returning answers to my questions, over the phone and via email. She was really helpful and very patient with me, getting me through all the necessary steps to move forward on liquidating my portion of an IRA.
Business response:
Hi, Linda. We are thrilled to learn that you had a positive experience with us!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.