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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 |
Alexandria did a great taking care of all my questions. And sending all the necessary information.
Business response:
Hi, Jeff. Your feedback is highly appreciated. Thank you for the review!
Cristina was gracious, patient and knowledgeable who effortlessly provided the information I inquired about. The phone discussion went smoothly and quickly. Greatly appreciate our busines discussion
Business response:
Hi, Noemi. We appreciate the kind words and are glad we could provide you with a positive experience!
Great straight forward service. Thank you.
Business response:
Hello, Shauna. We are grateful for customers like you and hope you stick with us for years to come!
Great customer service from Amber.
Business response:
Hi, Jacques. Thanks for taking the time to share your positive experience. We truly appreciate it!
Very good. Made things uncomplicated!
Business response:
Hi, Michael. We are thrilled to learn that you had a positive experience with us!
Amber has an excellent disposition on the phone. She is so helpful and very trained and knowledgeable in her job!
Business response:
Hi, Corey. Thank you so much for leaving us a stellar review!
Alysia did a perfect job at answering my questions. Excellent service!
Business response:
Hi, Corey. Your feedback is highly appreciated. Thank you for the review!
Application process was easy.
Business response:
Hi, David. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was every patient with me while helping me get past the locked out/reset process.
Business response:
Hello, Marcia. We are grateful for customers like you and hope you stick with us for years to come!
Preferred Trust has a 4.9 star rating with 906 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.