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Preferred Trust

4.9
  • 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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.91,225 reviews
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Margaret D.'s profile image
Margaret D. 
2 months ago

Was polite, friendly, and helpful. Answered my questions and responded quickly with my request. 

Sandra S.'s profile image
Sandra S. 
2 months ago

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. 

R.S. H.'s profile image
R.S. H. 
2 months ago

My call was returned within a few hours. Alexandria was very clear and helpful. She was able to answer all my questions. 

Nathan M.'s profile image
Nathan M. 
2 months ago

Alysia was very helpful in explaining how to pause my IRA distribution and made my request so easy, thank you Alysia ! 

Samir's profile image
3 months ago

It was a short call and productive. 

Frank P.'s profile image
Frank P. 
3 months ago

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? 

lesley b.'s profile image
lesley b. 
3 months ago

explained things clearly 

Gene S.'s profile image
Gene S. 
3 months ago

All of my questions and concerns were addressed positively and professionally. Quite satisfied with call 

Cathy L.'s profile image
Cathy L. 
3 months ago

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.