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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 |
Everything went great as usual. All request were fulfilled in a timely manner of which I appreciate!
Very to the point and professional
All my business was transacted quickly and efficiently. I think I was assisted by Miriami
She was incredibly patient. I don’t know her name. I thought it was Alexandria, but that’s not one of the options. So I randomly picked a name.
First of all, someone picked up and I didn’t have to wait for a call back. I was assisted very quickly & very professionally.
Quick and easy
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
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.
Friendly and knowledgeable
Preferred Trust has a 4.9 star rating with 1,230 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.