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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 |
Questions on 1099 and tax responsibility. All questions were answered professionally and politely.
Business response:
Hi, Timothy. Thank you so much for leaving us a stellar review!
This process didn’t go as smoothly as I expected but Christina helped me and addressed all my concerns.
Business response:
Hi, Michael. Your feedback is highly appreciated. Thank you for the review!
Today was like every day I call for assistance. I received exactly what I needed without any wait. It is always a pleasure. Chris Trembly is tremendous!
Business response:
Hi, David. We appreciate the kind words and are glad we could provide you with a positive experience!
Did an awesome job helping get my tax statements and resetting my account
Business response:
Hello, Cynthia. We are grateful for customers like you and hope you stick with us for years to come!
I changed my password. It took a couple of tries (my mistakes) but Kristine helped me get it right. She was attentive and helpful.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
I was able to have a great conversation with Alysia and she helped me in less than 5 minutes determine exactly how I needed to do what I wanted to do with my investment. Thank you so much!
Business response:
Hi, Stacie. We are thrilled to learn that you had a positive experience with us!
She did a great job helping me get on the Portal. Very patient and understanding and got me on the portal.
Business response:
Hi, John. Thank you so much for leaving us a stellar review!
Alysia always is excellent, outstanding and very helpful in working with me and my account. Very professional, courteous and friendly in our call today. I appreciate her fast response and complete help with my account today. She is the very best. Thank you
Business response:
Hi, Paul. Your feedback is highly appreciated. Thank you for the review!
Alyssa was very helpful and polite in helping me navigate through my self directed IRA questions.
Business response:
Hi, Raymond. We appreciate the kind words and are glad we could provide you with a positive experience!
Preferred Trust has a 4.8 star rating with 1,300 reviews.
Preferred Trust is open now. It will close at 5:00 p.m.