Broker Check

Preferred Financial Group

Preferred Financial Group, LLC is our brokerage division, offering securities products through Brokers International Financial Services, 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.

*Preferred Financial Group & Wealth Management, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

**Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account. Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

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