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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 |
Amber was the most pleasant person that I have spoken with at PT
I talked to a very pleasant young woman named Amber. She gave me the information I was looking for. Great job
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
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.
I have been challenged transferring from JB Morgan to Perrferd Trust. Alexandria has been very helpful.
Answer all my questions Prompt call back!
Great service!
Alexandria and the Preferred Trust team were great! They got my account open and funded without hassle.
Alexandria has been great to work with she has been Very responsive to my requests in a timely manner.
Preferred Trust has a 4.9 star rating with 1,229 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.