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Preferred Trust
- Las Vegas, NV
About this business
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 |
I had a question on the proper form I needed , and I got my answers very fast and with friendly service.. Thanks so much
Business response:
Hi, Patrick. Thank you so much for leaving us a stellar review!
I have been trying to figure out a problem I’m having with my IRA investments and distributions. Alysia helped me to understand it better and will continue to work with me on correcting a problem, made by me, with my IRA contributions, since retirement. Thank you Alysia.
Business response:
Hi, Mark. Your feedback is highly appreciated. Thank you for the review!
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!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,247 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.