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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
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directionsWeekday | 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 |
Alexandria did a great job quickly resolving the final details of my new account. She was super polite and very helpful! Thanks!
Alysia quickly responded to my call . She provided helpful info, was knowledgeable and provided info in a very efficient manner! Thank you Alysia!!
Nice support staff!
The phone was answered promptly. Alysia was able to get me the information I needed. Her voice was pleasant..
Not much to say. I was very satisfied. Thank you.
Katie did a great job working to resolve the issue quickly and effectively.
Very knowledgeable and professional and polite. Thank you for your great customer service.
The Preferred Trust Team exemplifies professionalism and expertise in their field. Their depth of knowledge is matched only by their unwavering dedication to client satisfaction. At every turn, they demonstrate a commitment to understanding and meeting their clients' needs with precision and care. Their approach is refreshingly client-focused, ensuring that no question goes unanswered and no concern goes unaddressed. It's evident that they prioritize building lasting relationships based on trust and understanding. In a lands... read more
Excellent service. Excellent administration. Excellent benefits. They do what they say they will do.
Preferred Trust has a 4.9 star rating with 1,229 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.