Mortgages, Insurance and Real Estate in San Ramon, CA
Preferred Financial Group has helped California families finance, protect and buy their homes since 1979. Our licensed team offers true no-cost mortgage loans, insurance for your home, car, family and rental property, and full-service real estate, all from one office in San Ramon.
Frequently asked questions
What services does Preferred Financial offer?
We offer home purchase and refinance mortgages, including true no-cost loans; insurance for homes, autos, rental properties and businesses, plus life, disability and long-term care coverage; and full-service real estate for buyers and sellers.
What is a no-cost mortgage?
On a true no-cost loan, the lender pays the broker’s compensation through a lender rebate, and that rebate can also cover the other loan fees, so you don’t pay them out of pocket. In exchange, the interest rate is usually a little higher than on a loan where you pay the fees yourself.
Where is Preferred Financial located?
Our office is at 11 Crow Canyon Court, Suite 100, San Ramon, CA 94583. We have served clients since 1979 and you can reach us at (925) 820-5557 or info@preferredfinancial.com.
Is Preferred Financial licensed?
Yes. Preferred Financial Group, Inc. holds California DRE license #00951388, NMLS #183821 and California Department of Insurance license #0I66037.
How do I get an insurance quote?
Request a homeowners, auto or rental property quote online, or call (925) 820-5557. A licensed agent will follow up.