Preferred Financial Group Revenue

Financial Services • Kalamazoo, Michigan, United States • 1-10 Employees

Preferred Financial Group revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contacts at Preferred Financial Group

Michael Aldridge

Marketing Director

Michael Aldridge

Owner

Jeffrey Zupancic

Owner

Company overview

Headquarters	2725 Airview Blvd, Suite 204, Portage, Michigan 49002, US
Phone number	+12699786000
Websites	preferredfinancialgrouppfg.com hirep.net
NAICS	52
Keywords	Investments, 401K, IRA, Disability Insurance, Annuities, College Planning, Health Insurance, Retirement Planning, Life Insurance, Financial Planning, Mutual Funds, Long-Term Care, Group Life, Pension & Profit Sharing Plans, Accident Insurance, Tax Strategies, Early Retirement, Financial Security, Health And Disability Insurance, Budgeting Strategies, Charitable Givings, Employee Education Workshops, Funding Buy/ Sell Arrangements, Job Changes, Pension Alternatives, Simple And Sep Plans, Tax-Managed Investing, Medicaid & Medicare Planning And Supplements
Founded	2019
Employees	1-10
Socials

About Preferred Financial Group

Financial Services *Securities (and Advisory Services) offered through Harbour Investments, Inc. Securities Licensed in MI, CO, IN, OH, OK, TX, WI, FL,NC, IL, MD, ME, CA & MA. Comments do not represent the views or opinions of Harbour Investments Inc or its affiliated representative, but are the views of those posting to this public page.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

Preferred Financial Group has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Preferred Financial Group has never raised funding before.

Frequently asked questions

Preferred Financial Group is located in Kalamazoo, Michigan, US.

You can reach Preferred Financial Group at +12699786000.

Preferred Financial Group generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Preferred Financial Group has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Preferred Financial Group was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

Preferred Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Preferred Financial Group

Michael Aldridge

Marketing Director

Michael Aldridge

Owner

Jeffrey Zupancic

Owner

4.8

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