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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 |
I needed a particular form and left a voice message, within a couple of hrs it was here, but while filling it out, my tablet "glitched" and it went back blank, so another voice message, a quick phone call and it was resolved; form filled, sent,received and receipt returned, all in under 24 hrs.
Business response:
Hi, Sandra. We are thrilled to learn that you had a positive experience with us!
Couldn’t have been better.
The team was very helpful in getting me started with my 1st experience as a client with Preferred Trust. They stayed in constant communication with me along the way with the progress on my account. It is great to be a part of an organization that constantly works to build excellent client service relationships.
Amber was very helpful in answering questions regarding RMD from my gold IRA.
Quick response to my voicemail. Answered my question and told me next steps I need to take.
Alexandra was very polite and helped me get what I needed. Thanks!
I had forms to fill out in closing my account. They were very helpful and patient in helping me do this.
Amber was very nice and courteous.
Both Associates were wonderful in answering my questions and helping me in completing the forms. The associates were Alexandria More and Christina Ramirez
Made sure a very important authorization was expedited; and then let me know so I could stop fretting.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,232 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.