Established in 1993, Preferred Financial Group (PFG) is an independent financial services firm dedicated to guiding clients toward financial security. The company operates with a client-first philosophy, utilizing a team-based approach to deliver innovative financial strategies, products, and services. PFG offers a wide range of solutions including financial and retirement planning, investment management, insurance, and estate planning, working with clients to build, manage, and preserve their wealth through personalized strategies.

Founded in

United States