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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 |
Helpful got me on track to see what’s going on with the portfolio. Thanks , Alexi!
I appreciated the workings of my investments, by the Preferred Trust Team. I feel confident in liquidating my holdings for my current personal project to be accomplished with no issues. Thank you again for protecting my assets.
I contacted the company to confirm the transfer of my accounts I obtained the information requested in a prompt and professional manner.
Alysia was very helpful and professional. A joy to work with.
Very thorough in the guidance Christina Ramirez provided me as to the procedure for adding to my Self Directed IRA with Preferred Trust.
Very responsive, courteous and answered my questions.
I needed access to my account and Kristine was very helpful. She helped me reset my password and access my account
I had a question about an investment that I needed to fund and a contribution that was pending that I needed to have the amount needed to fund the investment. Kristine looked through my information and assured me that the contribution had been received and would clear in a few days and my investment paperwork at the amount I had requested would be completed. Kristine was upbeat and professional and understood my issue and resolved my concerns quickly.
Fast professional customer service - Kristine Henderson is amazing!!
Preferred Trust has a 4.9 star rating with 1,230 reviews.
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.