Preferred Retirement Options Revenue
Financial Services • 
Ammon, Idaho, United States • 1-10 Employees
Preferred Retirement Options revenue & valuation
| Annual revenue | $1,293,855 |
| Revenue per employee | $259,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contact at Preferred Retirement Options
Jim Hancock
Financial Planner & Registered Investment Advisor | Wealth Coach | Owner & President
Company overview
| Headquarters | 3456 E 17th St, Suite 260, Ammon, Idaho 83406, US |
| Phone number | +12085212957 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Education, Retirement Planning, Risk Management Programs, Financial Planning, Investment Products, Insurance Products, Investment Coaching |
| Founded | 1997 |
| Employees | 1-10 |
| Socials |
Preferred Retirement Options Email Formats
Preferred Retirement Options uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@proinvestmentcoach.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@proinvestmentcoach.com | 100% |
About Preferred Retirement Options
Preferred Retirement Options, Inc. is a Registered Investment Advisor offering independent investment advice to individual investors and businesses throughout Idaho and Wyoming. We provide ongoing investor education classes designed to offer each client a foundation of investment principles and provide peace of mind regarding their investments. Jim Hancock is the President of Preferred Retirement Options, Inc. Jim began his career in the financial services industry in 1994 after successful careers in marketing and business consulting in Southern California. He has taught seminars throughout the United States and Canada to small businesses and investors for over thirty years. Jim got into the investment and retirement planning field to help people plan for a successful retirement. He was drawn to the public school teacher niche because he is a certified schoolteacher and recognized the lack of opportunities for teachers to effectively save for retirement. Since becoming an investment advisor Jim has advised thousands of schoolteachers in Idaho and Wyoming. Jim is an avid supporter of free markets and believes strongly that capitalism not only increases wealth for everyone, it enhances our personal freedoms. Wall Street believes the free market to be inefficient and seeks to exploit the belief through questionable investing techniques like selective stock picking, market timing and chasing past returns. Often investors receive conflicting messages that can leave them frustrated, upset, and powerless. We are committed to telling investors the truth about investing and helping them overcome the barrage of information that they receive from the financial industry and the media. We utilize Free Market Investment Strategies based on Nobel Prize-winning economic theories. This disciplined approach to lifetime investing provides the investor with the academic foundation upon which to achieve peace of mind regarding investments.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Preferred Retirement Options has never raised funding before.
Preferred Retirement Options Tech Stack
Discover the technologies and tools that power Preferred Retirement Options's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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