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Give Back to our Community


At Preferred Financial, we recognize the importance of supporting those charitable organizations, both national and local, in scope that provide wonderful services to us and those we love. While these organizations would certainly survive without our support, we feel they can be a bit more effective with it. During the past three years, Preferred Financial and my family have contributed over $150,000 to these charitable organizations.

It’s just one of our ways of expressing our gratitude to our clients who have put their trust in us by allowing us to service their financial needs. Furthermore, we appreciate the risk our clients take when passing our name to others who might benefit from our services. Our primary objective is to have those people ultimately thank you for that introduction. It’s a simple concept upon which a very successful and appreciative company continues to grow.

Below you will find a list of some of those organizations in “our community” that have received our support as well as their warm acknowledgements of the receipt of our support.

Sincerely,
Anthony D. Bilich, President
Preferred Financial

To view the specific acknowledgement, click the recipient below, then click on the document and expand to regular size by simply clicking the box in the lower righthand corner of document.

Dec. ’04 Copy of Preferred Financial Holiday Greeting Letter  
Dec. ’04 Copy of City of San Ramon Youth Sports Program  
Dec. ’04 Copy of Shepherd’s Gate  
Sept. ’04 Copy of Walt Disney Elementary School  
July ’04 Copy of San Ramon Police Dept. -- “Character Counts”  
June ’04 Copy of Livermore Youth Soccer League  
May ’04 Copy of Pine Valley Middle School  
Mar. ’04 Copy of Pine Valley Middle School  
Mar. ’04 Copy of San Ramon National Little League  
May ’03 Copy of Pine Valley Middle School  
Dec. ’03 Copy of letter sent to each of the 11 San Ramon Schools  
Dec. ’03 Copy of Golden View Elementary School  
Dec. ’03 Copy of Twin Creeks Elementary School  
Dec. ’03 Copy of Coyote Creek Elementary School  
Dec. ’03 Copy of Walt Disney Elementary School  
Dec. ’03 Copy of Neil Armstrong Elementary School  
Dec. ’03 Copy of Montevideo Elementary School  
Dec. ’03 Copy of Iron Horse Middle School  
Dec. ’03 Copy of Pine Valley Middle School  
Dec. ’03 Copy of California High School  
Dec. ’03 Copy of Shepherd’s Gate  
Dec. ’02 Copy of San Ramon Police Department D.A.R.E. program  
Dec. ’02 Copy of Pleasanton Police Department D.A.R.E. program  
Dec. ’02 Copy of Livermore Police Department D.A.R.E. program  
Dec. ’02 Copy of Tri-Valley Haven  
Dec. ’02 Copy of Bay Area Rescue Mission  
Dec. ’02 Copy of Children’s Hospital Foundation  
Dec. ’02 Copy of Disney Elementary School Ed. Foundation  
Dec. ’02 Copy of Walt Disney Elementary School  
Dec. ’02 Copy of STAND (Formerly Battered Woman’s Alternatives)  

 


     

11 Crow Canyon Court, Suite 100, San Ramon, CA 94583
(925)820-5557 ~ fax:(925)820-1141
contact@preferredfinancial.com
Broker ID# 00605612