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Preferred Trust

4.9
  • 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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 4:30 p.m.
SatClosed
SunClosed
4.91,039 reviews
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Robbie's profile image
Robbie 
a month ago

Amber broke things down for me so that I understand the process and concepts. 

Business response:

Hi, Robbie. We appreciate the kind words and are glad we could provide you with a positive experience! 

Francine J.'s profile image
Francine J. 
a month ago

Informative. Asked for pertinent info. 

Business response:

Hello, Francine. We are grateful for customers like you and hope you stick with us for years to come! 

Alan p.'s profile image
Alan p. 
a month ago

Alysia was very helpful and responsive concerning my recent request. 

Business response:

Hi, Alan. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Alvin G.'s profile image
Alvin G. 
a month ago

Very professional Made me feel like a valued customer 

Business response:

Hi, Alvin. We are thrilled to learn that you had a positive experience with us! 

Michael B.'s profile image
Michael B. 
a month ago

I hadn’t accessed my account online in quite awhile and Alexandria was very helpful in guiding me through the process of changing my password and getting me current with my online account. 

Business response:

Hi, Michael. Thank you so much for leaving us a stellar review! 

Josefina B.'s profile image
Josefina B. 
a month ago

I highly recommend Preferred Trust Company in managing self-directed Traditional or Roth IRAs. I can easily reach out to them for any questions or concerns. When you call them, there’s always somebody to answer you & spend time till you resolve your problem. It makes me happy to talk to someone not a machine or the current tech.Their service is exceptional. I just talked to Alexandria about investment related forms & she’s very knowledgeable & friendly; very satisfied & grateful. Thank you! 

Business response:

Hi, Josefina. Your feedback is highly appreciated. Thank you for the review! 

Grant's profile image
a month ago

Quick call, hit the info I needed. Alexandria was great. G 

Business response:

Hi, Grant. We appreciate the kind words and are glad we could provide you with a positive experience! 

Nancy's profile image
a month ago

I feel very much cared for with all my business I do with Preferred Trust. The questions I had were promptly handled within minutes of my call. Thank you so much. 

Business response:

Hello, Nancy. We are grateful for customers like you and hope you stick with us for years to come! 

Joe W.'s profile image
Joe W. 
a month ago

All good thankd 

Business response:

Hi, Joe. Thanks for taking the time to share your positive experience. We truly appreciate it! 

Frequently asked questions about Preferred Trust

How is Preferred Trust rated?

Preferred Trust has a 4.9 star rating with 1,039 reviews. 

When is Preferred Trust open?

Preferred Trust is open now. It will close at 4:30 p.m.