Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Preferred Financial Partners Logo
Preferred Financial Partners CB Rank
1691879
Heat Score
47
Preferred Financial Partners is a financial firm that offers insurance, investment management, retirement, and financial services.
Founded
obfuscation
Private Troy, Michigan, United States11-50 www.preferfp.com
Consulting
Financial Services
Insurance
Retirement
Overview

Preferred Financial Partners
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-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 >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Preferred Financial Partners

CB Rank
1691879
Preferred Financial Partners is a financial firm that offers insurance, investment management, retirement, and financial services.
Founded
obfuscation
Private Troy, Michigan, United States11-50 www.preferfp.com
Consulting
Financial Services
Insurance
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number 1 248-263-6733
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that provides integrated financial strategies covering financial position, protection, retirement, tax, estate, and investment planning.
Qualified Retirement Plan Services
Services that assist with the design, administration, and management of qualified retirement plans for individuals and organizations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 9
News
Technology
View Tech Report

Monthly Web Visits

670

IT Spend

$242.5KThis year, Preferred Financial Partners is projected to spend $242.5K on IT, according to Aberdeen.

Active Website Tech Count

20Preferred Financial Partners is actively using 20 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Preferred Financial Partners's headquarters? Preferred Financial Partners is located in Troy, Michigan, United States.Who are Preferred Financial Partners's competitors? Alternatives and possible competitors to Preferred Financial Partners may include Arnold and Mote Wealth Management, JW Insurance Group, and  John G Baker.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|