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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 |
Miriami was very patient, helpful and encouraging in helping to get my sep ira contribution in on time, and she also offered several other options that i could use in the future to expitdite my contribution Thankyou Very Much Miriami
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Jai was a great help
Business response:
Hi, Marisse. We are thrilled to learn that you had a positive experience with us!
Amber is always fantastic to work with. just as she was this time! wonderful
Business response:
Hi, Wayne. Thank you so much for leaving us a stellar review!
My voicemail was responded to promptly and all my questions were answered which is greatly appreciated!
Business response:
Hi, Elizabeth. Your feedback is highly appreciated. Thank you for the review!
Always a good experience with Preferred Trust. Been with them for a long time.
Business response:
Hi, Charlene. We appreciate the kind words and are glad we could provide you with a positive experience!
I was assisted by Servin, she was delightful and helped me get accomplished what I was trying to do for 3days calling into the office. If I own a business I would hire her to work for me. I very, very picky. Serving was better than great.
Business response:
Hello, Marisse. We are grateful for customers like you and hope you stick with us for years to come!
Levin returned my call and resent an email. Then She explained in detail what I needed to do.
Business response:
Hi, John. Thanks for taking the time to share your positive experience. We truly appreciate it!
Received the help I needed expeditiously and with great positivity!
Business response:
Hi, Rich. We are thrilled to learn that you had a positive experience with us!
Amber was very nice and professional. She provided the needed information within minutes. Great customer service
Business response:
Hi, Shirley. 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 5 star rating with 1,159 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open at 8:00 a.m.