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.
Advisory services offered through Lincoln Investment Planning, LLC. or Capital Analysts. At Preferred NY Financial Group securities are offered through Lincoln Investment Planning , LLC., Broker Dealer, Member FINRA/SIPC. Lincoln Investment and Preferred NY Financial Group, LLC. are independent and non-affiliated. Preferred's staff has many years of experience in their individual areas of expertise. 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"