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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:

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Equity-Indexed Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Insurance

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

steven.perry@concoursepro.com   |  620-327-2999