Preferred Wealth Management & Preferred Financial Group

Financial Services - Phoenix, Arizona, United States

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We are a full service financial company that helps you achieve your dreams through proper planning and management of finances. 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, employer & employee benefits, 401K, retirement planning and investment management. Please visit our website to see full information of the services we provide!

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Employees: 1
HQ: (602) 494-0020
Location: Phoenix, Arizona, United States
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