About Us
We listen, we educate, then we perform like no one else in the industry.
We've helped thousands of people get the financial assistance they need — from loans, mortgages, insurance, to general financial advisement. You are Preferred Financial; with you, we are powerful.
1979
Preferred Financial was founded in the Bay Area in 1979.
$12 Bil
Our agents have closed over $12 Billion dollars in loans.
10,000
We have 10,000 existing clients and counting.