Preferred Financial Partners Employee Directory
Financial ServicesMichigan, United States11-50 Employees
Preferred Financial Partners is a financial services firm described as independent and full-service, with a focus on relationships and purpose-driven guidance. The organization positions itself as a nationwide network of financial professionals led by veteran, dynamic leadership, aiming to attract top talent and support clients across a broad spectrum of financial needs. Based in Troy, Michigan, the firm operates from a local office while presenting itself as part of a larger, nationwide capability, offering securities and investment advisory services through a partner entity. The target market includes individuals and entities seeking integrated financial planning and advisory services, with the firm noting the involvement of registered representatives who are licensed to sell securities and insurance in multiple states. The company emphasizes its long-term orientation toward the evolving financial services landscape and acknowledges its independence from the partner organization, maintaining professional boundaries between entities. Recent context indicates continued collaboration with a national network and ongoing provision of advisory and securities services through related channels.
1-888-653-2347 
support@leadiq.com 
