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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 |
Answered my questions and acted upon our needs straight away
I heard very positive feedback about this company. All the reviews I read were spot on. Service was fast, efficient, and friendly. Kristine processed my transfer and kept me well informed until the account was open. Didra answered all of my accounting questions and followed up immediately. I highly recommend Preferred Trust to anyone who wants a Self-directed IRA!
Very Good service. Very Good service. Very Good service.
Alexandria was an immense help in directing me on an IT form from DocuSign. She listened carefully to my problem and then gave me the solution. Now since I am fairly computer illiterate, helping me is not usually very easy. However, she calmly directed me and we completed the form. She was very patient and clear while talking with me. Very professional, yet friendly. Made me less anxious while asking questions. She’s a good employee!
Quickly and promptly answered my concerns
I've dealt with a half dozen custodians in the past few years, but Preferred Trust is my hands-down favorite. Everyone there with whom I have spoken is professional, courteous, and competent. They are always upbeat, so it's a pleasure rather than a chore to make contact with them. They get things done, and done quickly. Kristine Henderson is the Client Service Agent who usually helps me, and I am always pleasantly surprised at her response times to emails--usually 5-10 minutes. Pretty much unheard of no matter what kind of b... read more
Wonderful service
She answered all of my questions Very professional
Explained well what needed to be done & why.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,230 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.