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.
View Top Employees from Preferred Client Group, LLC| Website | http://www.preferredclientgroup.com |
| Revenue | $436000 |
| Employees | 10 (10 on RocketReach) |
| Address | 1150 Raritan Road Suite 103A, Cranford, New Jersey 07016, US |
| Phone | (908) 272-3722 |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Concierge Wealth Management™️, Herrmann Financial Group |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Preferred Client Group, LLC Questions
The Preferred Client Group, LLC annual revenue was $436000 in 2024.
Jeff Bunch is the Senior Vice President of Preferred Client Group, LLC.
10 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
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21
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ViewMargaret Allen
Business Development Manager at Preferred Client Group, LLC
Albuquerque, New Mexico, United States1 -
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