This profile has been claimed by the business owner or representative.
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 |
Very pleasant and knowledgeable.
I had to make a RMD withdrawal. Alysia Ball ,the account exec, walked me through each step. The process took a while, but Alysia was very, very patient. Five plus stars.
I left a message and your associate, Servin, returned my call rather quickly. She answered my original questions and then placed me on a hold to research an additional question and was able to relay the answer I needed. She was polite, kind, and courteous. You have a wonderful employee !
I called for a much needed information on a topic at hand and amber was very helpful and knowledgeable on the subject. Thank you
The reason I called was quickly taken care of by Alexandro Moore.. It was a pleasure talking to Alex.
Very patient and helpful. All questions answered and super quick call-back. Issue solved.
My questions and a helpful suggestion was offered by your team. I appreciated the phone call back as well.
Very helpful, answers all my questions. Very pleased with all the communications I've had.
We received outstanding service from Alysia Ball at Preferred Trust. She assisted us and helped facilitate a 2nd conversation with our insurance company to insure we were paying the correct amount. Thanks again Alicia!!!!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,167 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open on Monday at 8:00 a.m.