Why should I work with Preferred Resource Group?

Preferred Resource Group is an independent firm with over 25 years of experience, specializing in helping families navigate the complexities of their everyday financial life.  Our team will coordinate your investment management, retirement planning, distribution strategy, risk management, and tax strategies with our in-house CPA.  We aim to provide you with one-stop shopping for all your financial needs.  We are proactive and have a proven system to help you be successful.