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.


Preferred Financial was founded in the Bay Area in 1979.

$12 Bil

Our agents have closed over $12 Billion dollars in loans.


We have 10,000 existing clients and counting.

Apply for a Mortgage

Use our user friendly online loan application to apply for a mortgage today.