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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
4.9906 reviews
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Shanya P.'s profile image
Shanya P. 
on Birdeye

2 months ago

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! 

William K. A.'s profile image
William K. A. 
on Birdeye

2 months ago

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! 

John E.'s profile image
John E. 
on Birdeye

2 months ago

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! 

Judith L.'s profile image
Judith L. 
on Birdeye

2 months ago

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! 

Leigh Anne W.'s profile image
Leigh Anne W. 
on Birdeye

2 months ago

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! 

Monica L.'s profile image
Monica L. 
on Birdeye

2 months ago

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! 

Theresa's profile image
Theresa 
on Birdeye

2 months ago

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! 

Carole N.'s profile image
Carole N. 
on Birdeye

2 months ago

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! 

carolyn w.'s profile image
carolyn w. 
on Birdeye

2 months ago

Pleased with your service and concern for accuracy 

Business response:

Hi, Carolyn. 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 906 reviews. 

When is Preferred Trust open?

Preferred Trust is closed now. It will open at 8:00 a.m.