Preferred Resource Group (PRG)
At Preferred Resource Group (PRG), we believe financial planning is about more than just numbers. It’s about people, their dreams, and crafting personalized strategies to help them pursue their financial goals. Founded in 1999 we’ve been proudly serving the Twin Cities and beyond with a dedication to comprehensive, holistic financial planning.
What We Offer
Our advisors are here to help, no matter where you are on your financial journey:
Starting Out: Young professionals just getting their footing.
Planning for Retirement: Those preparing to step into the next phase of life.
Everything In Between: Whether you’re saving for a child’s education, navigating unexpected medical expenses, or working toward financial independence, we’ve got your back.
We offer complimentary consultations at each of our four offices located in Golden Valley, Maple Grove, Pipestone and Shoreview, Minnesota.
Who We Are
We’re a network of financial advisors who understand that financial planning is a process, not a product. Our team takes a collaborative approach, coordinating recommendations from attorneys, accountants, and other professionals to create a cohesive strategy tailored just for you.
Supported by LPL Financial—the nation’s largest independent broker/dealer*—we’re free to offer professional guidance without pressure to sell proprietary products. This independence allows us to focus solely on what’s best for you.
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.