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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 |
Christina took the extra time to help me set up my account. I appreciated her kindness in not making me rely on emailed instructions. She was very patient and helpful
Alysia was a pleasant women to talk to. She answered all my questions and offered some advice on how to help me with my situation. My situation is unfortunate, and Alysia was patient and let me vent. Preferred Trust lawyers have put me in a bind. Hopefully there is a work through for this situation.
I had questions, and needed to know our cash balances on our 2 IRA Accounts. She was great!!
I have been with PTC for several years. They have handled my IRA & my ROTH. They have been very helpful & effective handling my accounts. I appreciate the service they provide for me.
Prompt, professional and friendly service every time!
I called in needing help, and Jai was very helpful. She returned my call right away, was nice and kind, and said she would take care of it. So thankful!
Christina was excellent, efficient and very friendly
Received letter in email and had questions which were quickly answered
Amber was a big help!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,167 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.