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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 |
I contacted the company to confirm the transfer of my accounts I obtained the information requested in a prompt and professional manner.
Business response:
Hello, Constantine. We are grateful for customers like you and hope you stick with us for years to come!
Alysia was very helpful and professional. A joy to work with.
Business response:
Hi, William. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very thorough in the guidance Christina Ramirez provided me as to the procedure for adding to my Self Directed IRA with Preferred Trust.
Business response:
Hi, Edward. We are thrilled to learn that you had a positive experience with us!
Very responsive, courteous and answered my questions.
Business response:
Hi, Faith. Thank you so much for leaving us a stellar review!
I needed access to my account and Kristine was very helpful. She helped me reset my password and access my account
Business response:
Hi, Pamela. Your feedback is highly appreciated. Thank you for the review!
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.
Business response:
Hi, Kim. We appreciate the kind words and are glad we could provide you with a positive experience!
Fast professional customer service - Kristine Henderson is amazing!!
Business response:
Hello, Michael. We are grateful for customers like you and hope you stick with us for years to come!
Alysia was very nice and helpful, totally resolved my issue in a few quick comments.
Business response:
Hi, Linda. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very helpful. Answered all my questions.
Business response:
Hi, Lori. We are thrilled to learn that you had a positive experience with us!
Preferred Trust has a 4.9 star rating with 1,247 reviews.
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.