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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 |
Got my answer
Business response:
Hi, M. Thanks for taking the time to share your positive experience. We truly appreciate it!
Great, very helpful
Business response:
Hi, Ed. We are thrilled to learn that you had a positive experience with us!
Kristine has been wonderful eager to help with all my questions and guide me through the rollover process. She is obviously a ROCK STAR!
Business response:
Hi, Ryan. Thank you so much for leaving us a stellar review!
Over the years of having my IRA at PTC, I have been fortunate to have Christina Ramirez in the Client Services Department assist me. She always resolves my questions within minutes. Regarding transactions, I have 2 memorable examples for now. One year, I needed to make an RMD, but I submitted by request late in December. She managed to process it by end-of-year. Most recently, I needed to make a large withdrawal to pay a third party for IRA-related expenses. Christina was amazing. She helped me complete the process by provi... read more
Business response:
Hi, Michael. Your feedback is highly appreciated. Thank you for the review!
Pleasant and patient helping me navigate the website.
Business response:
Hi, Cindy. We appreciate the kind words and are glad we could provide you with a positive experience!
Recently I needed to make a large withdrawal from my IRA to pay a third party for IRA-related expenses. Didra at Preferred Trust, Accounting Department, was outstanding. She helped me complete the process by providing regular communications on the progress of my request and contacting me to check on information. The requested funds were ready in my local bank account within 3 business days. I couldn’t be happier with her expeditious and professional service.
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Getting IRA rollover info for taxes
Business response:
Hi, Joe. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria was very patient and kind helping me get my tax form and get into the site. I was very grateful for her help because I had contacted the company 2 previous times and really got nothing out of that.
Business response:
Hi, Dale. We are thrilled to learn that you had a positive experience with us!
Questions on 1099 and tax responsibility. All questions were answered professionally and politely.
Business response:
Hi, Timothy. Thank you so much for leaving us a stellar review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,080 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.