Preferred NY Financial Group LLC
Preferred NY Financial Group LLC, located in Jericho, NY, is a privately owned and completely independent financial services firm dedicated to prioritizing the needs of its clients. With over twenty-five years of experience, the firm emphasizes education and integrity, equipping its advisors with the technical knowledge necessary to navigate a wide range of financial challenges.
The firm specializes in a comprehensive suite of services including life insurance planning, investment planning, retirement planning, and employee benefits. By working closely with clients and their tax and legal advisors, Preferred NY Financial Group aims to deliver tailored financial planning solutions that address each individual's unique circumstances.
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