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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 |
Alysia was very helpful. All of PTC's communications are excellent!
Business response:
Hi, Russell. We appreciate the kind words and are glad we could provide you with a positive experience!
I was having difficulty logging on to my account and Alexandria provided me with clear instructions that allowed me to change my password and gain access to my account. I felt that she was very professional and informative. Overall Alexandria was quite helpful and certainly a good representative of Preferred Trust .
Business response:
Hello, Mitch. We are grateful for customers like you and hope you stick with us for years to come!
Agent called back promptly. Was willing to access me with my problem even though I had figured it iut
Business response:
Hi, Stephond. Thanks for taking the time to share your positive experience. We truly appreciate it!
Excellent as always when dealing with Christina!! Always very informative and professional.!!
Business response:
Hi, Luis. We are thrilled to learn that you had a positive experience with us!
You answered my question
Business response:
Hi, Norbert. Thank you so much for leaving us a stellar review!
I called to discuss the statement I printed out today. I was confused about purchasing and selling shares to pay the depository fee and whether I owed money for 2024. Elyria was very helpful and explained each trasaction clearly. I appreciate her help today. Joy B.
Business response:
Hi, Joy. Your feedback is highly appreciated. Thank you for the review!
She was perfect and fast to help
Business response:
Hi, Roger. We appreciate the kind words and are glad we could provide you with a positive experience!
Alyssa is always very helpful she very quickly helped me and cleared up some questions I had and I couldn't be happier, Thankyou!!
Business response:
Hello, Jean. We are grateful for customers like you and hope you stick with us for years to come!
Alexandria was very helpful to me.
Business response:
Hi, Lisa. Thanks for taking the time to share your positive experience. We truly appreciate it!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 853 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Thursday at 8:00 a.m.
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