Our Services

Preheim & Perry Financial Group, Inc. offers many options when looking at investment and insurance goals and objectives.   All of our services are available through our investment advisory/fee based platform.

We provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Investment Advisory
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Mutual Funds
  • Variable Annuity
  • Equity-Indexed Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

In addition, we also offer the following services to our customers: financial analysis, financial counseling, informational seminars and financial presentations.