The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.
Looking for a particular Preferred Client Group, LLC employee's phone or email?
Preferred Client Group, LLC Questions
The Preferred Client Group, LLC annual revenue was $436000 in 2026.
Jeff Bunch is the Senior Vice President of Preferred Client Group, LLC.
5 people are employed at Preferred Client Group, LLC.
Preferred Client Group, LLC is based in Cranford, New Jersey.
The NAICS codes for Preferred Client Group, LLC are [523, 52, 5239, 52393].
The SIC codes for Preferred Client Group, LLC are [62, 628].
Top Preferred Client Group, LLC Employees
-
25+
-
David Cerchio
Partner at Preferred Client Group, LLC
New York, NY, US24 -
Vince Cirianni
Financial Professional at Preferred Client Group, LLC
New York, NY, US22
Related Companies
