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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 |
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!
I have been a client at PTC for over 5 years. They made the transfer process very easy and helped with some issues I was having with my previous custodian. The online client portal is easy to manage and see your investments. If you need any specific forms for investments, distributions, contributions etc. you can easily find them on their website. I think one of the biggest benefits they provide to clients and potential clients is all the free education the provide through blogs, whitepapers and their podcast. Not all SDIRA ... read more
Business response:
Hi, Israel. Thank you so much for leaving us a stellar review!
Like that you inform on availability of investments that come up.
Business response:
Hi, Lorenzo. Your feedback is highly appreciated. Thank you for the review!
I HAVE BEEN ATTEMPTING TO SPEAK TO ANYONE IN THE ACCOUNT SERVICES DEPARTMENT; HAVE PHONED SEVERAL TIMES AND LEFT APPROPRIATE MESSAGES FOR THE LAST TWO WEEKS. IF I CANNOT SPEAK TO SOMEONE WITHIN THE 48 HOURS I WILL MOVE MY FUNDS IMMEDIATELY
Do not like the forms that need to be filled out and emailed back. Should be able to take in info. electronically online without having to PDF everything and then email it back. Otherwise it was a descent experience
is impossible to communicate with anyone, never answered the phone. The website does no show the information I'm looking for. I would like to know the value of my account.
I have a terrible time with your encrypted messages. If the message is encrypted, I simply can’t open it. It becomes very exasperating when you’re under the gun to get a current statement to a lending institution, for example. There is seldom anyone to talk to in person. I almost always have to wait for a call back for help, which sometimes doesn’t come for hours.
I am happy to be terminating my relationship with PTC.
Faster access to a live person. And respectful support of the problem to resolve sans attitude and the courtesy of a professional "goodbye" or something other than just hanging up on the client after the conversation would expected.
Business response:
Hi Cindy, We apologize for any issues that you were experiencing with the portal and the lack of phone support to have the problem resolved. We always strive to ensure that we are available, patient, and pleasant - that is the general expectation of all our client service representatives and I am sorry that is not the experience you had. I will make sure this is addressed with the staff. Please let me know if you would like to discuss further and I would be happy to give you a call on Thursday. Sincerely, Chris Trembly, D... read more
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.8 star rating with 1,293 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.