Company Overview
- Headquarters
- 1150 Raritan Road, Suite 201, Cranford NJ
- Website
- preferredclientgroup.com
- Phone
- (908) 272-3722
- Employees
- 6
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Preferred Client Group
Preferred Client Group is a financial planning firm based in Cranford, New Jersey. The company is comprised of a team of six employees and generates an annual revenue of $2.5 million. Preferred Client Group acts as a "Personal Financial Concierge," offering a range of services to help individuals and businesses make informed financial decisions. They specialize in creating comprehensive financial plans that encompass all aspects of their clients' financial lives, including strategies for building and protecting wealth. The company differentiates itself through its commitment to education. They provide clients with a thorough understanding of financial concepts and tools, empowering them to make confident choices. Preferred Client Group emphasizes a holistic planning process, ensuring that all financial aspects are considered for efficient and cost-effective wealth management. For more information about Preferred Client Group and their services, visit their website at preferredclientgroup.com.
Preferred Client Group Industry Tags
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Company Name | Revenue | Number of Employees | Location | Founded in |
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3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
3M | 3 | Urban Honolulu, HI | ||
3M | 3 | Defiance, OH | 1995 | |
3M |