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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 |
I called to ask a few questions! Alexandria was very informative and patient with me throughout our conversation. She was able to tell me what I was needing to move forward. Thank you Alexandria!
Business response:
Hi, Shanya. Thanks for taking the time to share your positive experience. We truly appreciate it!
Cleared up issue on recent payment request. Smooth, easy, courteou!.
Business response:
Hi, William. We are thrilled to learn that you had a positive experience with us!
Each of your three reps that I encountered in my recent contact with PTC were courteous, patient, attentive and helpful. My most recent contact was with Sabrina
Business response:
Hi, John. Thank you so much for leaving us a stellar review!
I emailed a form to Preferred Trust, and was pleased to hear from Alysia not long afterwards, saying that my request was being processed. Often when I send some kind of request like that, there is no response to tell the status, and I am left wondering if it was even received!
Business response:
Hi, Judith. Your feedback is highly appreciated. Thank you for the review!
Amber Butler was very professional and helpful in providing me the information I needed to get started on my transfer accounts
Business response:
Hi, Leigh. We appreciate the kind words and are glad we could provide you with a positive experience!
Very helpful, answered all my questions thoroughly plus offered additional guidance that I didn’t know enough to ask about.
Business response:
Hello, Monica. We are grateful for customers like you and hope you stick with us for years to come!
Great Company and quick to respond to questions.
Business response:
Hi, Theresa. Thanks for taking the time to share your positive experience. We truly appreciate it!
I was on the phone with Amber. She was wonderful. She had so much patience with me. Thank you Amber! Carole
Business response:
Hi, Carole. We are thrilled to learn that you had a positive experience with us!
Pleased with your service and concern for accuracy
Business response:
Hi, Carolyn. Thank you so much for leaving us a stellar review!
Preferred Trust has a 4.9 star rating with 906 reviews.
Preferred Trust is closed now. It will open at 8:00 a.m.