Preferred Financial Partners

Where Financial Professionals Grow, Collaborate and Excel

General Information
Company Name
Preferred Financial Partners
Founded Year
2018
Location (Offices)
Troy, United States +2
Founders / Decision Makers
Number of Employees
14
Industries
Financial Services, Insurance
Funding Stage
-
Social Media

Preferred Financial Partners - Company Profile

Preferred Financial Partners is an independent, full-service financial services firm that prioritizes relationships and purpose. With a nationwide network of financial professionals and experienced leadership, it stands out as a magnet for top talent in the financial industry. The firm's partnership with Osaic Wealth, Inc. allows it to offer securities and investment advisory services. The company's founder, Colleen Schueneman, is a Registered Representative and Investment Adviser Representative offering services through Osaic Wealth, Inc. Established in 2018, Preferred Financial Partners operates in the Financial Services and Insurance sectors, serving clients across diverse geographical locations. The firm emphasizes that the content provided is for general information and not intended as tax or legal advice, encouraging clients to seek advice from professionals for individual needs.

Taxonomy: investment advisory, securities, financial planning, life insurance, annuities, long term care, disability insurance, business owner planning, network of financial professionals, veteran leadership, relationship focused, independent financial services firm, diverse nationwide presence

Funding Rounds & Investors of Preferred Financial Partners (0)

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Latest News of Preferred Financial Partners

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No recent news or press coverage available for Preferred Financial Partners.

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