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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 |
Professional and effective
Amber was quite helpful and informative in her call to update me on my account creation process. I appreciate the information
Very good to work with
Always a pleasure
I have been extremely satisfied with PTC since I had the privilege of doing business with them since 2014. PTC has always meant or exceeded my expectations. I have to give credit to all the employees of PTC Because I have had an opportunity to work with more than just one of their employees I can’t just single out any one.
Andrea was so very helpful in getting me. Logged in. And also got my financials From 2023 -July 31, 2024. Thanks so Much "getting me over the hump" with the computer usage. I couldn't do it without your help!! Marilyn Funkhouser
Amber was very helpful a d patient Alysia was helpful too Give them a raise
Andrea got back to us the same day. I got the entire financial information from inception to July 31,2024.
Fast easy good returns, diversified investments
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.