Preferred Advisors

Q: What is Preferred Advisors's official website?

Preferred Advisors's official website is www.preferredadvisors.com

Q: What is Preferred Advisors's Revenue?

Preferred Advisors's revenue is <$5 Million

Q: What is Preferred Advisors's SIC code?

Preferred Advisors's SIC: 64,641

Q: What is Preferred Advisors's NAICS code?

Preferred Advisors's NAICS: 52,524

Q: How many employees does Preferred Advisors have?

Preferred Advisors has 11-50 employees

Q: What industry does Preferred Advisors belong to?

Preferred Advisors is in the industry of: Insurance

Q: What is Preferred Advisors competition?

Preferred Advisors top competitors include: Rumley Construction , Square S Strategies , Yeomans & Associates , Burgos Serrano Solutions

Q: What technology does Preferred Advisors use?

Some of the popular technologies that Preferred Advisors uses are: reCAPTCHA, PHP, Google Universal Analytics, Weebly

Q: How do I contact Preferred Advisors?

Preferred Advisors contact info: Phone number: (512) 968-2141 Website: www.preferredadvisors.com

Q: What does Preferred Advisors do?

Preferred Advisors is an insurance agency located in Southlake, TX, specializing in Medicare Advantage Plans, ACA Health, and Medicare Supplement coverage. They offer a broad range of insurance products including health, dental, life, critical illness, and long-term care insurance, as well as financial planning services. The agency aims to provide... top-rated customer service and best insurance rates to clients in Texas, ensuring they maximize their benefits while keeping their preferred doctors. Their mission is to protect their clients like family and offer substantial savings through unique insurance discount programs. Read More

Insurance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1423 N Walnut Ave Ste 103, New Braunfels...

Phone Number

(512) 968-2141

Website

www.preferredadvisors.com

Revenue

<$5 Million

Industry

Insurance

About Preferred Advisors

Preferred Advisors is an insurance agency located in Southlake, TX, specializing in Medicare Advantage Plans, ACA Health, and Medicare Supplement coverage. They offer a broad range of insurance products including health, dental, life, critical illness, and long-term care insurance, as well as financial planning services. The agency aims to provide top-rated customer service and best insurance rates to clients in Texas, ensuring they maximize their benefits while keeping their preferred doctors. Their mission is to protect their clients like family and offer substantial savings through unique insurance discount programs.Explore more

Is this data correct?

View contact profiles from Preferred Advisors

SIC Code 64,641NAICS Code 52,524Show more

Preferred Advisors Org Chart

Phone

Joshua Dixon

Vice President, Territory

Phone

James Hendriksen

Regional VP

Phone

Get the full picture

Gwen Szymanski

Executive Assistant and Licensed Agent and Co...

Phone

Get the full picture

Compare Similar Companies to Preferred Advisors

Compare insights from companies similar to Preferred Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred Advisors

<$5M

11-50

Private

Joshua DixonVice President, Territory

Overton Agency

<$5M

11-50

Private

N/A

Yeomans & Associates

<$5M

11-50

Private

N/A

Burgos Serrano Solutions

<$5M

11-50

Private

Ileana SerranoFounder

Senior Health MN

<$5M

11-50

Private

Ben BaumanMedicare Specialist

Square S Strategies

<$5M

1-10

Private

2015

N/A

Rumley Construction

<$5M

1-10

Private

2020

N/A

View Email Formats for Preferred Advisors

Preferred Advisors Tech Stack

A closer look at the technologies used by Preferred Advisors

reCAPTCHA

Google

PHP

Google Universal Analytics

Google

Weebly

See more technologies

Top Insurance Companies

Frequently Asked Questions Regarding Preferred Advisors

What is Preferred Advisors's official website?

Preferred Advisors's official website is www.preferredadvisors.com

What is Preferred Advisors's Revenue?

Preferred Advisors's revenue is <$5 Million

What is Preferred Advisors's SIC code?

Preferred Advisors's SIC: 64,641

What is Preferred Advisors's NAICS code?

Preferred Advisors's NAICS: 52,524

How many employees does Preferred Advisors have?

Preferred Advisors has 11-50 employees

What industry does Preferred Advisors belong to?

Preferred Advisors is in the industry of: Insurance

What is Preferred Advisors competition?

Preferred Advisors top competitors include: Rumley Construction, Square S Strategies, Yeomans & Associates, Burgos Serrano Solutions

What technology does Preferred Advisors use?

Some of the popular technologies that Preferred Advisors uses are: reCAPTCHA, PHP, Google Universal Analytics, Weebly

How do I contact Preferred Advisors?

Preferred Advisors contact info: Phone number: (512) 968-2141 Website: www.preferredadvisors.com

What does Preferred Advisors do?

What are Preferred Advisors social media links?

Preferred Advisors Facebook page

Is Preferred Advisors a public company?

Preferred Advisors is private company therefore does not currently have an official ticker symbol

See more information about Preferred Advisors

Preferred Advisors Latest Hires and Their Positions

Preferred Advisors is expanding and recently hired new employees. Here are the latest additions to the team.

Gwen Szymanski

Executive Assistant and Licensed Agent and Contracting

Joined Feb 24, 2026

Phone

James Hendriksen

Regional VP

Joined Feb 24, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.