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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 |
Both Associates were wonderful in answering my questions and helping me in completing the forms. The associates were Alexandria More and Christina Ramirez
Business response:
Hi, Janice. Your feedback is highly appreciated. Thank you for the review!
Made sure a very important authorization was expedited; and then let me know so I could stop fretting.
Business response:
Hi, Jim. We appreciate the kind words and are glad we could provide you with a positive experience!
I was beyond impressed with the prompt, personal text response!!!! This was not an “auto / automated” response but a professional, focused text response from Alysia specific to my very first request for assistance!!! Please thank Alysia personally for me! This experience today continues to support my decision to establish my account and trust with Preferred Trust Company. It is because of staff members like Alysia that I maintain my account here!
Business response:
Hello, James. We are grateful for customers like you and hope you stick with us for years to come!
I just wanted to verify that I was sending the correct paperwork. I been with preferred trust for sometime now. But this was the first time doing a withdrawal.
Business response:
Hi, Monica. Thanks for taking the time to share your positive experience. We truly appreciate it!
Prompt response to my request. I made a typo for which I was called to verify. Received funds very quickly. Professional service.
Business response:
Hi, Charles. We are thrilled to learn that you had a positive experience with us!
Easy transactions and nice report that they were completed!
Business response:
Hi, William. Thank you so much for leaving us a stellar review!
After being educated by PTC about completing the form correctly online, it was very efficient and worked well. Thank you.
Business response:
Hi, Russell. Your feedback is highly appreciated. Thank you for the review!
I needed to get my Roth IRA sent to me and I asked Preferred Trust what I needed to do. They got back to me right away and told me what and how I needed to do to get my IRA. They were so helpful and responded very quickly.
Business response:
Hi, Bambi. We appreciate the kind words and are glad we could provide you with a positive experience!
I sure appreciated your help in completing the IRA Designation or Change of Beneficiary Form. It was so helpful to have you on the telephone line so I could ask you questions as I was completing the document. I certainly appreciated your help with the signature part of the form and getting it sent to your office. I wouldn't have gotten it completed without your instructions.
Business response:
Hello, Sandra. We are grateful for customers like you and hope you stick with us for years to come!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 5 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is open now. It will close at 5:00 p.m.