Personalized
First-Class Advisory Services for Your Financial Well-Being
Transforming Your 401(k) Experience
Preferred Financial Partners’ mission is to empower businesses and their employees to achieve their financial goals with confidence and clarity by providing personalized, first-class advisory services dedicated to maximizing financial wellness through cost-efficient plan management, comprehensive participant education, and proactive support.
About PFP
Big Firm Knowledge & Expertise with Boutique Firm Service and Personalized Approach
Empowering business owners with no-nonsense, practical advice and services to grow your business.
Personalized Advisory
Live, On-Call Dedicated Support
Hands-On, “White Glove” Service
Diversified Investment Choices
Regulatory Expertise
Monitoring 401(k) Risks & Compliance
Fiduciary Duties
Transparency and Accountability
Cost Efficiency Management
Regular Fee Analyses
Proactive Fee Negotiations
Cost Transparency
Comprehensive Participant Education
Effective Tools and Resources
Targeted Approach
Real-Time HR Support
Success Stories
“I can't speak highly enough about Perry Koplik and the team at Preferred Financial Partners. SNS Architects and Engineers PC have been a client for over 25 years. We have always been extremely impressed by their knowledge, diligence and professionalism. I highly recommend them to any company looking for a partner to guide them in the area of qualified retirement plans."
John Lignos - President and CEO - SNS Architects
Pillars of Excellence
Big Firm Knowledge & Expertise with Boutique Firm Service and Personalized Approach
We provide ERISA fiduciary and non-fiduciary services through the Commonwealth Financial Network. With transparency and accountability, we put you first in the process:
Recommend plan platform provider
Assist with plan investment policy statement (IPS)
Conduct investment analysis for participant-directed plans
Provide 3(21) and 3(38) services
We’re Here To Help
Schedule a Free Consultation Today