Preferred Wealth Management LLC
(517) 652-9076
114 E Lawrence Ave Suite A, Charlotte, Michigan, 48813
Business hours
Monday | 9:00am to 5:00pm |
Tuesday | 9:00am to 5:00pm |
Wednesday | 9:00am to 5:00pm |
Thursday | 9:00am to 5:00pm |
Friday | 9:00am to 5:00pm |
About us
Preferred Wealth Management, LLC is a financial services firm that specializes in investment management, financial planning, and insurance. The firm and is headquartered in Charlotte, MI. Preferred Wealth Management, LLC serves clients throughout the United States. The firm offers a wide range of services, including budgeting and savings planning, retirement planning, insurance planning, debt planning, investment planning, legacy planning, and income tax strategies. Preferred Wealth Management, LLC is committed to providing its clients with the highest quality of service. The firm has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals.