PREFERRED BENEFITS - NEW YORK, NY
Paramus, New Jersey
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.
5
Years of Experience
Employer size expertise:
Small
1 - 50
Medium
51 - 250
Large
250+
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