Preferred Financial Group, LLC
My partners and I help people achieve their dreams. We research, analyze and plan innovative strategies that will protect what is important to you, so that you may live the life you value.
Preferred Financial Group & Wealth Management, LLC is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them with our resources and sound financial information. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Estate Conservation Health Insurance Life Insurance Long Term Care College Planning Tax Planning Employee & Employer Benefits 401K Retirement Planning Investment Planning
Address: 16401 North 40th Street, Phoenix, AZ 85032, USA
Phone: +1 602 494 0020
FAX: +1 602 494 0030
