We are specialists in the design and implementation of qualified retirement plans for businesses of all types.
As part of our Family Office suite, we offer financial planning and wealth management to owners and their families.
We also offer a broad set of financial solutions for your employees
We tackle every financial challenge or need - whether personal or corporate - using a measured approach. Before we can make any recommendations, we must do the necessary discovery to determine what would be suitable for you. Decisions are not made in a silo: the impact on your full financial picture is taken into consideration.
Through our relationship with Commonwealth Financial Network, we are able to provide you with ERISA fiduciary services as well as non-fiduciary services.
Our team consists of family and non-family members (all of whom feel like family), working to help other businesses and the families of which they are comprised. We are deeply invested in our work, and intend to work with generations of business owners to come.
Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Preferred Financial Partners 440 Route 22 E Suite 190. Bridgewater, NJ 08807. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 440 Route 22e, Ste 190, Bridgewater,nj 08807,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.pfp.financial
- Keywords
- Qualified Retirement Plans, Key Employee Retention Strategies, Business Valuation, Business Succession Planning, Business Financial Planning, Financial Education and Guidance for Employees.
- HQ
- Bridgewater, NJ
Preferred Financial Partners Questions
Preferred Financial Partners's website is http://www.pfp.financial
Preferred Financial Partners's LinkedIn profile is https://www.linkedin.com/company/preferred-financial-partners-llc
Preferred Financial Partners has
4 employees.
View email and phone details for 4
employees at Preferred Financial Partners.
Preferred Financial Partners's industry is
Investment Management
Preferred Financial Partners's top competitors are
Trophy Park,
Ipse-U.s. The Association Of Independent Workers,
Pf Compass,
Silver Scott Blockchain,
Orgone Llc,
Ogre Systems,
Zimcode,
Goplanet360,
Mebert Group,
Genrx Pharmacy Group Llc.
Preferred Financial Partners's categories are Investment Management
Preferred Financial Partners's founding year is 1985
