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The Preferred Client Group

The Preferred Client Group

(919) 459-4170

The Preferred Client Group

19 years in business
155 Parkway Office Ct Ste 200
Cary, NC 27518-7427
Additional Email Addresses
BBB File Opened: 05/17/2004
Business Started: 01/01/1998
Business Incorporated: 02/12/2003 in NC
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Mr. Paul Pittman, Managing Partner
  • Ms. Jennifer Sales, Office Manager
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Estate Planning & Management
  • Financing Consultants

Products & Services
The Preferred Client Group provides wealth management for individuals and corporations.
Number of Employees: 


BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

The Preferred Client Group


The Preferred Client Group

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