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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 just wanted to verify that I was sending the correct paperwork. I been with preferred trust for sometime now. But this was the first time doing a withdrawal.
Prompt response to my request. I made a typo for which I was called to verify. Received funds very quickly. Professional service.
Easy transactions and nice report that they were completed!
After being educated by PTC about completing the form correctly online, it was very efficient and worked well. Thank you.
I needed to get my Roth IRA sent to me and I asked Preferred Trust what I needed to do. They got back to me right away and told me what and how I needed to do to get my IRA. They were so helpful and responded very quickly.
I sure appreciated your help in completing the IRA Designation or Change of Beneficiary Form. It was so helpful to have you on the telephone line so I could ask you questions as I was completing the document. I certainly appreciated your help with the signature part of the form and getting it sent to your office. I wouldn't have gotten it completed without your instructions.
Alysia is always so helpful!!
Very polite Very helpful
I was very happy to have my large and unusual withdrawal double checked for accuracy.
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.9 star rating with 1,230 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.