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Preferred Capital Management

Dublin, Ohio, United States

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General Info:

We are Preferred Capital Management, LLC, (PCM ) located in Dublin, Ohio. Founded in 1980, Preferred Capital Management (PCM ) is experienced in wealth planning, asset accumulation, and estate preservation strategies. We work with both individuals and businesses, helping them to achieve their goals and fulfill their dreams. With informative analysis as the backdrop, PCM delivers concepts and strategies designed to maximize your wealth and monitor your risk. We work in a way that is caring and precise, and treat each client with the utmost consideration and respect. In developing and maintaining your comprehensive wealth management plan, we focus on a variety of personalized strategies. Preferred Capital Management's four-step planning process helps ensure you will receive the service and advice needed to reach your goals. Our philosophy is to understand what is important to you, and then with that information, help you to create a plan that is specific to your wants and desires. First, we want to get to know you better. What are your values? Your concerns? Your dreams? Then we will discuss how our team of professionals will work hand-in-hand with you to develop your personalized wealth management plan.

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