Broker Check

Preferred Financial Group

Preferred Financial Group, LLC is our brokerage division, offering securities products through Emerson Equity LLC.

We are committed to helping you accomplish your personal and financial goals by providing flexible investment solutions and conscientious service with integrity.

Because we are an open-architecture firm, you are not limited to proprietary mutual funds or variable products. We have access to a comprehensive collection of investment products and services.  Every portfolio is customized completely to include investments appropriate for your goals, circumstances and risk tolerance. You can also utilize several different clearing firms.

The latest innovative technology supports the work we do for you. We utilize the latest investment research tools including  technologically sophisticated reporting, portfolio rebalancing methods and risk analysis tools that analyze you as individual.


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