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Welcome to Preferred Financial Group

Here at Preferred Financial Group, we are independent advisors. We don't have to hit sales quotas or sell certain products demanded by our broker dealer. We are able to use multiple fund companies, annuities, or advisory services to help serve our clients. As a team we want to hear about your story, your goals, tolerance for risk and create a plan that best suites YOU. With over 100 years of combined experience between our advisors you can have confidence that we are using every tool in our arsenal to best serve you and our clients. 

Our Team

Our Team

Learn about the PFG team! We have advisors and agents who all have specialties in their line of work.

The Preferred Team
Our History

Our History

Over 100 years of experience have prepared us to guide you through your life transitions.

Our Mission
Our Services

Our Services

A question we get often is: "How are you paid?" A lot of the time this depends on the type of account, account size, time horizon, risk tolerance, and services provided. Click the button below to learn more!

Services

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

Start Your Retirement Journey

Listen to Podcasts?

Listen to Podcasts?

Our podcast is dedicated to young families to help them manage their finances and create wealth.

Podcast
Need some reading material?

Need some reading material?

Want to learn more about financial planning and retirement? Our blog is a great place to do just that!

PFG Blog

Schedule a Consultation

Contact Us Today

Schedule a meeting with one of our advisors to see how we can help!

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