Preferred Client Group

  • Financial Services
  • Cranford NJ
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
1150 Raritan Road, Suite 201, Cranford NJ
Website
preferredclientgroup.com
Phone
(908) 272-3722
Employees
6
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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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

Financial Planning
Retirement Planning
Business Planning
Retirement Plan & Medical Benefit Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of Preferred Client Group's headquarters?
The headquarters of Preferred Client Group are situated at 1150 Raritan Road, Suite 201, Cranford NJ
What is Preferred Client Group's phone number?
Preferred Client Group's contact number is (908) 272-3722.
What is Preferred Client Group's official website?
The official website of Preferred Client Group can be found at preferredclientgroup.com.
What is Preferred Client Group's current revenue?
As of August 2015, Preferred Client Group's annual revenue reached $3B.
How many employees does Preferred Client Group currently have?
Preferred Client Group employs approximately 6+ people as of August 2015
Which industries is Preferred Client Group primarily operating in?
Preferred Client Group operates in the following industries: Finance, Credit
What are Preferred Client Group's industry tags?
Preferred Client Group's industry tags include: Financial Planning, Retirement Planning, Business Planning

Employee Directory

Key Employees

David Cerchio

Partner

Phone Email

Margaret Allen

Business Development Manager

Phone Email

Henry Hamptoin

Proprietor

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