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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 |
Perfect, you were friendly, professional, knowledgeable. Excellent. Willis Harris
Business response:
Hi, Willis. Thanks for taking the time to share your positive experience. We truly appreciate it!
As always, prompt, professional, & helpful. Exellent
Business response:
Hi, Willis. We are thrilled to learn that you had a positive experience with us!
She was extra helgpful and prompt
Business response:
Hi, Tom. Thank you so much for leaving us a stellar review!
Alexandria answers my questions promptly and accurately, as well as being very friendly throughout our conversation! Thank you so much!
Business response:
Hi, Patti. Your feedback is highly appreciated. Thank you for the review!
Absolutely a positive experience. Great support and guidance from Alexandria. If you have any questions or issues, call her and she will get it done for you! 👍
Business response:
Hi, Kevin. We appreciate the kind words and are glad we could provide you with a positive experience!
Alexandria was professional and quickly assisted me with resetting my password and forwarded my other concerns to the appropriate department.
Business response:
Hello, Deborah. We are grateful for customers like you and hope you stick with us for years to come!
I called for information and Alexandra Moore, assisted me and very delightful and helpful. Thank you so much.
Business response:
Hi, Jacob. Thanks for taking the time to share your positive experience. We truly appreciate it!
Alexandria from Preferred Trust assisted me with everything I needed with my IRA. She has answered all my questions and was on top of my account. I am very pleased and would recommend this company.
Business response:
Hi, Helen. We are thrilled to learn that you had a positive experience with us!
Amber was very patient as I tried to navigate the online forms. It was hard but she explained that she couldn’t mail out the forms. It took a few attempts and a few phone calls but we got there at the end.
Business response:
Hi, Scott. Thank you so much for leaving us a stellar review!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 993 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.