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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 |
Alysia went above and beyond the call of duty to ensure that the application was accepted and the transaction was completed. Many thanks! Best wishes for continued success!
Business response:
Hi, Frank. Thank you so much for leaving us a stellar review!
Was a great help!
Business response:
Hi, Daniel. Your feedback is highly appreciated. Thank you for the review!
Absolutely phenomenal and my expectations were exceeded 100 percent by Amber
Business response:
Hi, Vallerie. We appreciate the kind words and are glad we could provide you with a positive experience!
Alysia was super helpful to me in locating the beneficiary designation change form
Business response:
Hi, Terrence. We appreciate the kind words and are glad we could provide you with a positive experience!
Amber was the most pleasant person that I have spoken with at PT
Business response:
Hello, Maggie. We are grateful for customers like you and hope you stick with us for years to come!
I talked to a very pleasant young woman named Amber. She gave me the information I was looking for. Great job
Business response:
Hi, Lee. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alysia was very professional, and informative, and what she didn’t know she transferred me to the person from the investment department that was able to give me more information
Business response:
Hi, Michelle. We are thrilled to learn that you had a positive experience with us!
I love having a self-directed IRA. I have held real estate and trust notes that have earned tax deferred income for the last 15 years. Preferred Trust Company is excellent at managing every aspect so that tax reporting and tracking and withdrawals are handled efficiently. Their staff has guided me through selling Real Property and worked in tandem my trust note company, Ignite Funding, to keep my earned income reinvested and productive.
Business response:
Hi, Carol. Thank you so much for leaving us a stellar review!
I have been challenged transferring from JB Morgan to Perrferd Trust. Alexandria has been very helpful.
Business response:
Hi, Tony. 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 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.