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Preferred Services

www.preferred-services.com

 
Preferred Services is a Fair Oaks, CA-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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Tru Independence

Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.