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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 |
I have been with PTC for several years. They have handled my IRA & my ROTH. They have been very helpful & effective handling my accounts. I appreciate the service they provide for me.
Prompt, professional and friendly service every time!
I called in needing help, and Jai was very helpful. She returned my call right away, was nice and kind, and said she would take care of it. So thankful!
Christina was excellent, efficient and very friendly
Received letter in email and had questions which were quickly answered
Amber was a big help!
She was able to answer my questions concerning my contribution form.
AMBER!! My experience was smooth and secure. Amber is very knowledgeable and always professional when assisting me. If asked, surely she may that she was only doing her job. After speaking to multiple people, with multiple personalities, Amber's tone gave me the feeling she was waiting on only my call. Awesome customer service. She provided answers to my many questions and concerns. Outstanding job!!!
Efficient , very good.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,225 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.