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Preferred Financial Group Logo
Preferred Financial Group CB Rank
2236064
Heat Score
45
Preferred Financial Group provides mortgages, real estate and insurance services.
Founded
obfuscation
Private San Ramon, California, United States11-50 www.preferredfinancial.com
Advice
Financial Services
Insurance
Real Estate
Overview

Preferred Financial Group
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Preferred Financial Group

CB Rank
2236064
Preferred Financial Group provides mortgages, real estate and insurance services.
Founded
obfuscation
Private San Ramon, California, United States11-50 www.preferredfinancial.com
Advice
Financial Services
Insurance
Real Estate

Key People

Details

Legal Name Preferred Financial Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number 925-820-5557
Contact Email info@preferredfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Mortgage Services
Provides mortgage loan options through partnerships with various lenders, offering no cost loans and assistance throughout the loan process.
Real Estate Services
Represents buyers and sellers in real estate transactions, providing guidance and market information.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 16

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

49

IT Spend

$1.3MThis year, Preferred Financial Group is projected to spend $1.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Salt Lake City, Utah Logo
Salt Lake City, Utah
95
Reno, Nevada Logo
Reno, Nevada
89
Cost of Living Calculator Logo
Cost of Living Calculator
88

Active Website Tech Count

2Preferred Financial Group is actively using 2 technologies for its website, according to BuiltWith. These include Cloudflare Hosting and  Comcast.
Sub-Organizations
Frequently Asked Questions

Where is Preferred Financial Group's headquarters? Preferred Financial Group is located in San Ramon, California, United States.Who are Preferred Financial Group's competitors? Alternatives and possible competitors to Preferred Financial Group may include MSA Mortgage, Dwell Real Estate Group, and  Zuelke Real Estate Team.
Who We Are
What We Do
Helpful Links
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