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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 amazingly patient, knowledgeable, helpful and professional!!!
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.
Alexandria was great! Very personable and explained the documents well.
Very friendly and helpful
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.
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!
Was a great help!
Absolutely phenomenal and my expectations were exceeded 100 percent by Amber
Alysia was super helpful to me in locating the beneficiary designation change form
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 at 8:00 a.m.