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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 |
5 Stars and 2 thumbs up!! 👍🏼
Business response:
Hi, Alysia. We are thrilled to learn that you had a positive experience with us!
Alexandria was very kind and helpful today. I have always had a good experience with preferred trust.
Business response:
Hi, Bryan. Thank you so much for leaving us a stellar review!
Alexandria was very cordial and professional and helpful.
Business response:
Hi, Margaret. Your feedback is highly appreciated. Thank you for the review!
Got the information on one call ,understood what Alexandria was talking about Thanks Mike
Business response:
Hi, Michael. We appreciate the kind words and are glad we could provide you with a positive experience!
Great Service
Business response:
Hello, Douglas. We are grateful for customers like you and hope you stick with us for years to come!
Helped me get back online! She was great!
Business response:
Hi, Beth. Thanks for taking the time to share your positive experience. We truly appreciate it!
I received the information and I’m grateful for that, but I think there wasn’t a real connection with the person that I was talking to. In the past, I’ve talked to people like Alysia and it was fun to talk to her it was really engaging. The person I last talked to was nice and professional, but I didn’t feel there was a personal connection. Not that there has to be a personal connection but it makes the phone call more pleasant. Thank you
Preferred Trust is an awesome company and provides excellent customer service every time I ask for assistance with my IRA account. The representatives are courteous, knowledgeable, and always follow through with whatever is required when servicing my account. The website is also very user-friendly and easy to use. I highly recommend this company to handle anyone’s financial needs when starting an IRA account.
Business response:
Hi, Allan. We are thrilled to learn that you had a positive experience with us!
I've been with Preferred Trust a couple of years now and they have been a pleasure to work with. Thank-you for being so attentive and getting me through the the paperwork and processes.
Business response:
Hi, Eric. Thank you so much for leaving us a stellar review!
Preferred Trust has a 4.9 star rating with 1,039 reviews.
Preferred Trust is open now. It will close at 4:30 p.m.