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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 |
Was polite, friendly, and helpful. Answered my questions and responded quickly with my request.
I needed a particular form and left a voice message, within a couple of hrs it was here, but while filling it out, my tablet "glitched" and it went back blank, so another voice message, a quick phone call and it was resolved; form filled, sent,received and receipt returned, all in under 24 hrs.
My call was returned within a few hours. Alexandria was very clear and helpful. She was able to answer all my questions.
Alysia was very helpful in explaining how to pause my IRA distribution and made my request so easy, thank you Alysia !
It was a short call and productive.
Ya' done good! Thank you very much. Keep on keepin' on. Oh, by the way, make sure my restricted security hits the big time, okay?
explained things clearly
All of my questions and concerns were addressed positively and professionally. Quite satisfied with call
I’ve been with Preferred Trust for 10 years. They are always professional and pleasant to work with. They are very responsive to client’s needs.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,225 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.