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Preferred Financial Group, LLC & Preferred Wealth Management, LLC

Preferred Financial Group, LLC & Preferred Wealth Management, LLC

16401 N 40th St, Phoenix (AZ), 85032, United States

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(602) 494-0020

Categories
Now OPEN
Work hours
MO 08:00 – 16:00 SA closed
TU 08:00 – 16:00 SU closed
WE 08:00 – 16:00
TH 08:00 – 16:00
FR 08:00 – 15:00
About Preferred Financial Group, LLC provides Investment Planning, Estate Planning, Tax Planning, College Planning, 401K, Group & Individual Health Insurance, Employer & Employee Benifits, Life Insurance, and Long Term Care.
Preferred Financial Group, LLC & Preferred Wealth Management, LLC cover
Mission 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.
Description Securities offered through Broker Dealer Financial Services Corp., Member FINRA & SIPC. Advisory Services offered through Investment Advisors Corp., an SEC registered investment adviser.
Founded Jeff Zupancic

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