Preferred NY Financial Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

500 N Broadway Ste 219, Jericho, New Yor...

Phone Number

(516) 935-3434

Revenue

$6.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About Preferred NY Financial Group

Preferred NY Financial Group LLC is an independent financial services firm based in Jericho, New York, dedicated to providing personalized financial planning solutions. The company offers a range of services including life insurance planning, investment planning, retirement planning, and employee benefits, with a strong emphasis on education and integrity. Their team of experienced advisors collaborates closely with clients and their tax and legal advisors to address unique financial challenges. With over twenty-five years in the industry, Preferred NY Financial Group is committed to delivering exceptional service and innovative health insurance planning concepts.Explore more
Preferred NY Financial Group's Social MediaPopular SearchesPreferred Ny Financial Group LLCPreferred Holding CorpPreferred Financial GroupPreferred Financial AdvisorsPreferred Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Preferred NY Financial Group Org Chart

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Controller

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Partner

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Business Specialist

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Business Underwriter & Specialist

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preferred NY Financial Gr...

$6.8M
11-50
Private
-
1989
AL
Anita LevinController
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
<$5M
1-10
Private
-
-
LJ
Lawrence JacobsAdvisory Financial Securities Registered Representative (Lincoln) & Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Preferred NY Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Preferred NY Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Preferred NY Financial Group.

Preferred NY Financial Group Tech Stack

A closer look at the technologies used by Preferred NY Financial Group

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Frequently Asked Questions Regarding Preferred NY Financial Group

What is Preferred NY Financial Group's official website?
Preferred NY Financial Group's official website is www.pfgnyonline.com
What is Preferred NY Financial Group's Revenue?
Preferred NY Financial Group's revenue is $6.8 Million
What is Preferred NY Financial Group's SIC code?
Preferred NY Financial Group's SIC: 62,628
What is Preferred NY Financial Group's NAICS code?
Preferred NY Financial Group's NAICS: 52,523
How many employees does Preferred NY Financial Group have?
Preferred NY Financial Group has 11-50 employees
What industry does Preferred NY Financial Group belong to?
Preferred NY Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Preferred NY Financial Group competition?
Preferred NY Financial Group top competitors include: Weinberg Financial Advisory, Rogers Financial Group, Lawrence M Jacobs, Cobblestone Financial Services
What technology does Preferred NY Financial Group use?
Some of the popular technologies that Preferred NY Financial Group uses are: Drupal, AddToAny, Google Tag Manager, GoDaddy DNS
How do I contact Preferred NY Financial Group?
Preferred NY Financial Group contact info: Phone number: (516) 935-3434 Website: www.pfgnyonline.com
What does Preferred NY Financial Group do?

Preferred NY Financial Group LLC is an independent financial services firm based in Jericho, New York, dedicated to providing personalized financial planning solutions. The company offers a range of services including life insurance planning, investment planning, retirement planning, and employee benefits, with a strong emphasis on education and in... tegrity. Their team of experienced advisors collaborates closely with clients and their tax and legal advisors to address unique financial challenges. With over twenty-five years in the industry, Preferred NY Financial Group is committed to delivering exceptional service and innovative health insurance planning concepts.Read More

What are Preferred NY Financial Group social media links?
Preferred NY Financial Group Linkedin page
Is Preferred NY Financial Group a public company?
Preferred NY Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Preferred NY Financial Group

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