Preferred Financial Partners Revenue
Financial Services • 
5600 New King Dr, Suite 350, United States • 11-20 Employees
Preferred Financial Partners revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Key Contacts at Preferred Financial Partners
Andrew Marchetti
Director Of Client Relations And Independent Life Insurance Agent
Richard Abernathy
Director Of Compliance And Operations
Company overview
| Headquarters | 5600 New King Dr, Suite 350, Troy, Michigan 48098, US |
| Phone number | +12483572424 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Disability Insurance, Annuities, Life Insurance, Long Term Care, Fee Based Financial Planning, Business Owner Planning Services |
| Employees | 11-20 |
| Socials |
Preferred Financial Partners Email Formats
Preferred Financial Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@preferfp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@preferfp.com | 100% |
About Preferred Financial Partners
Preferred Financial Partners is an independent, world-class, full-service financial services firm that’s relationship focused and purpose driven. Our unique, and exceptionally diverse, nationwide network of financial professionals coupled with our veteran, dynamic, and visionary leadership has rendered us a magnet for some of the country’s finest and most promising financial professionals. Welcome to the financial services firm for tomorrow’s financial industry today. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Colleen Schueneman is a Registered Representative and Investment Adviser Representative of/and offers securities and Investment Advisory Services through Osaic Wealth, Inc. 5600 New King Drive Suite 350, Troy, Michigan 48098, Tel: (248) 357-2424. Colleen Schueneman is licensed to sell securities and insurance in AZ, CA, CO, FL, GA, IL, IN,MD, MI, MN, NE, NC, NV, OH, PA, TN, TX, WA. An endorsement of this individual may not reflect others' views or experience. CA Insurance License number 1654202. Preferred Financial Partners and all entities and individuals referenced are independent of Osaic Wealth, Inc. unless otherwise noted. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Preferred Financial Partners has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Preferred Financial Partners has never raised funding before.
Preferred Financial Partners Tech Stack
Discover the technologies and tools that power Preferred Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
United Arab Emirates
Georgia
Frequently asked questions
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