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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 |
Alysia assisted me with many questions and some additional issues that were raised outside of your firm that were relatively general in nature. Every time I needed assistance or had a question she was there and she did an amazing job keeping me informed along the way. Thank you
Business response:
Hello, Randall. We are grateful for customers like you and hope you stick with us for years to come!
Christina was super helpful getting me established with Preferred Trust and making sure I had the correct paperwork for my IRA transfer. Alysia was super helpful getting my funds invested into my chosen syndicate.
Business response:
Hi, Joshua. Thanks for taking the time to share your positive experience. We truly appreciate it!
Friendly and knowledgeable
Business response:
Hi, Trenton. We are thrilled to learn that you had a positive experience with us!
You did great
Business response:
Hi, Cynthia. Thank you so much for leaving us a stellar review!
Responsive and informative
Business response:
Hi, Shellie. Your feedback is highly appreciated. Thank you for the review!
Easy navigation. Immediately located the info I wanted.
Business response:
Hi, Leona. We appreciate the kind words and are glad we could provide you with a positive experience!
Preferred Trust is an excellent custodian and the staff is so helpful.
Business response:
Hello, Kate. We are grateful for customers like you and hope you stick with us for years to come!
The agent explained to me my investments,options for new investments,and provided me with all the paperwork necessary to enter into new investment opportunities of my choosing.He was courteous,informative thorough,and efficient.
Business response:
Hi, Lancelot. Thanks for taking the time to share your positive experience. We truly appreciate it!
The staff at Preferred Trust does an amazing job handling my funds and answering any questions I have about Self Directed IRA’s. I recommend them highly.
Business response:
Hi, Ryan. We are thrilled to learn that you had a positive experience with us!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 4:30 p.m.