Preferred Financial Consulting

Supporting your needs for business advice and management consulting

Preferred Financial Consulting’s principal consultant has assisted over 3,000 businesses in financing and other management consulting matters. His experience served a broad array of businesses and industries. A few examples are:

Manufacturing: disk drives, memory chips, microwave devices, music synthesizers, bicycles, machine shops, software, ceiling fans and energy savings devices.

Agriculture: growers such as vegetables, grapes, strawberries, wine, tree fruit, cattle breeding, and dairies.

Wholesale: import/exports, plumbing supplies, equipment rental and automobile paint.

Retail: automobile dealerships, restaurants, grocery stores, and gas stations

Service businesses: mobile advertising, UPS stores, CPAs, attorneys, health clubs, churches, temporary employment agencies, real estate, escrow and title companies.

Construction:  general contractors, drywall, cement, underground utilities and environmental remediation companies.    


Awards:  NRCC’s Small Business of the year in 2003 & 2004

Associations: The Small Business Resource Center’s Preferred Provider Network


“Bob is exceptional. He not only helped me build my plan and secure SBA funding but his counsel was invaluable.  He is professional and outstanding to work with. My company has grown and is about to become a national company with a valuation in the millions. This would not have been possible without Bob.


Terri Simpson

CEO, CityReach Inc.”



Testimonials and References

"Not everything that can be counted counts, and not everything that counts can be counted."                                Albert Einstein  (1879-1955)

To contact us:

Preferred Financial Consulting or

Preferred SBA Packaging

8863 Greenback Lane #210

Orangevale, CA 95662

Phone:     916-965-0141

Fax:          916-471-0471

Cell:         916-390-2966