The Preferred Client Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1150 Raritan Rd Ste 201, Cranford, New J...

Phone Number

(908) 272-3722

Revenue

<$5 Million

Industry

Finance Securities Trading

About The Preferred Client Group

The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.Explore more
SIC Code 62,628NAICS Code 52,523Show more

The Preferred Client Group Org Chart

PhoneEmail
JB
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Senior Vice President

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Administrative Assistant

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Compare Similar Companies to The Preferred Client Group

Compare insights from companies similar to The Preferred Client Group, 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

The Preferred Client Grou...

<$5M
1-10
Private
-
1999
JB
Jeffrey BunchSenior Vice President
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2003
KT
Kimberly TuckerRegistered Client Service Associate
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1980
SF
Sara FoulksDirector, Operations
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The Preferred Client Group Tech Stack

A closer look at the technologies used by The Preferred Client Group

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Frequently Asked Questions Regarding The Preferred Client Group

What is The Preferred Client Group's official website?
The Preferred Client Group's official website is www.preferredclientgroup.com
What is The Preferred Client Group's Revenue?
The Preferred Client Group's revenue is <$5 Million
What is The Preferred Client Group's SIC code?
The Preferred Client Group's SIC: 62,628
What is The Preferred Client Group's NAICS code?
The Preferred Client Group's NAICS: 52,523
How many employees does The Preferred Client Group have?
The Preferred Client Group has 1-10 employees
What industry does The Preferred Client Group belong to?
The Preferred Client Group is in the industry of: Finance, Securities Trading
What is The Preferred Client Group competition?
The Preferred Client Group top competitors include: I M Financial, Copper Canyon Wealth Management, Harlan Miller & Associates, Capital Financial Benefit Solutions
What technology does The Preferred Client Group use?
Some of the popular technologies that The Preferred Client Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
How do I contact The Preferred Client Group?
The Preferred Client Group contact info: Phone number: (908) 272-3722 Website: www.preferredclientgroup.com
What does The Preferred Client Group do?

The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies,... solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.Read More

Is The Preferred Client Group a public company?
The Preferred Client Group is private company therefore does not currently have an official ticker symbol
See more information about The Preferred Client Group

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