Great people to work with, still very efficient even during tax season as a new customer I got right in. Mike is great at the front desk always very kind. I have Ben for my services and he is fantastic.
May 2021
I've been investing with Preferred Financial (specifically Josh Scott) for 5 years. Unbelievably good guy (and team) to work with. Never had a bad experience. Don't go anywhere else with your money!
May 2020
I am so thankful for Preferred Financial. I feel confident with the investments Josh Scott has set up for my account! Always willing to lend advice and answer any questions that may arise. I cannot recommend this company enough!
