Preferred NY Financial Group , LLC. Is an independent financial services consulting firm located in Jericho, New York. Preferred has successfully navigated the ever changing landscape of financial services for over two decades due in large part to the partnership between Samuel Gurmann, Michael Santoro, and Michael Levin. Together we are a formidable and experienced team of financial services and insurance professionals dedicated to providing our clients with the essential building blocks for success.
Preferred has provided thousands of our clients with the most suitable and competitive insurance and investment related products across the entire spectrum of financial services. In the area of employee benefits we have customized solutions for business owners faced with the daunting challenge of meeting the ever increasing costs of healthcare.
Preferred's staff has many years of experience in their individual areas of experience. From Insurance to Investments to Employee Benefits we are dedicated to providing impeccable service to our clients. Our mission is simply to: " Give our clientele the decided advantage by always being their resource for excellence"
Securities provided through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. Advisory services offered through American Portfolios Advisors, an SEC Registered Investment Advisor. Preferred NY Financial Group LLC is not affiliated with American Portfolios Financial Services, Inc. & not affiliated with American Portfolios Advisors
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Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.