Preferred Financial Partners

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

755 W Big Beaver Rd Ste 2050, Troy, Mich...

Phone Number

(248) 357-2424

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1
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About Preferred Financial Partners

Preferred Financial Partners offers expert wealth management and financial advisory services tailored to individual needs. They provide a comprehensive range of services including financial planning, insurance planning, retirement planning, and investment management. The company focuses on building strong relationships with clients to understand their unique goals and create customized strategies. Their mission is to simplify complex financial matters while delivering exceptional service to both clients and financial representatives.Explore more
Preferred Financial Partners's Social MediaPopular SearchesPreferred Financial PartnersPreferred Finance Partners IncSIC Code 62,628NAICS Code 52,523Show more

Preferred Financial Partners Org Chart

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Chief Financial Officer

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Perry Koplik, Founder & President at Preferred Financial Partners
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Founder & President

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Financial Services Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred Financial Partn...

<$5M
11-50
Private
-
2004
GR
Gayle RinkeChief Financial Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
TS
Tamara SchaeferInvestment Advisor & Representative
<$5M
1-10
Private
-
2010
JV
Jeffrey VarsaFinancial Advisor
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
11-50
Private
-
2003
Tina Mercer, Chief Operations Officer & Chief Financial Officer at TFG Financial
Tina MercerChief Operations Officer & Chief Financial Officer
<$5M
1-10
Private
-
2017
JM
Justin ManfredoOwner and Financial Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Preferred Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Preferred Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Preferred Financial Partners.

Preferred Financial Partners Tech Stack

A closer look at the technologies used by Preferred Financial Partners

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Frequently Asked Questions Regarding Preferred Financial Partners

What is Preferred Financial Partners's official website?
Preferred Financial Partners's official website is www.preferfp.com
What is Preferred Financial Partners's Revenue?
Preferred Financial Partners's revenue is <$5 Million
What is Preferred Financial Partners's SIC code?
Preferred Financial Partners's SIC: 62,628
What is Preferred Financial Partners's NAICS code?
Preferred Financial Partners's NAICS: 52,523
How many employees does Preferred Financial Partners have?
Preferred Financial Partners has 11-50 employees
What industry does Preferred Financial Partners belong to?
Preferred Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Preferred Financial Partners competition?
Preferred Financial Partners top competitors include: Rogers Financial Group, TFG Financial, RIIS Financial, Cetera Investment Management
What technology does Preferred Financial Partners use?
Some of the popular technologies that Preferred Financial Partners uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Neustar UltraDNS
Who is the CFO of Preferred Financial Partners?
Preferred Financial Partners's CFO is Gayle Rinke
How do I contact Preferred Financial Partners?
Preferred Financial Partners contact info: Phone number: (248) 357-2424 Website: www.preferfp.com
What does Preferred Financial Partners do?

Preferred Financial Partners offers expert wealth management and financial advisory services tailored to individual needs. They provide a comprehensive range of services including financial planning, insurance planning, retirement planning, and investment management. The company focuses on building strong relationships with clients to understand th... eir unique goals and create customized strategies. Their mission is to simplify complex financial matters while delivering exceptional service to both clients and financial representatives.Read More

What are Preferred Financial Partners social media links?
Preferred Financial Partners Linkedin page Preferred Financial Partners Facebook page
Is Preferred Financial Partners a public company?
Preferred Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Preferred Financial Partners

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