Business Details
About
Financial Planning
Empower your financial future with Preferred Wealth Management. Located in Charlotte, Michigan, this firm offers personalized financial planning for individuals seeking guidance towards retirement and beyond. Through comprehensive education and investment strategies, Preferred Wealth Management fosters confidence and clarity in your financial journey for all people in the Lansing, MI area.
Details
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Preferred Wealth Management, LLC
114 E Lawrence Ave Ste A, Charlotte, MI
48813, United States
Hours
Reviews
4.7
14 reviews
5 stars
13
4 stars0
3 stars0
2 stars0
1 star
1
- KDKeith Droscha2 days ago5.0My wife and I are quite pleased with our experience. Advisors are very accommodating with appointments. Questions are answered with a comprehensive holistic approach to financial investment planning. We are pleased with the investment growth and have a positive outlook on our retirement investments. Thank you!
- EMEdwin Mac6 days ago5.0We are very happy with Joe Wilson’s wisdom and guidance. He always responds quickly to my phone calls and emails. I have been recommending him to all my friends and will continue to do so!
- JLJeffrey LuomaDec 22, 20255.0Great to work with and talk to. Explains everything.
- AEApex Septic & ExcavatingDec 22, 20255.0We appreciate the products offered by Preferred Wealth Management. We use them to offer affordable retirement plans to our employees.
- CVChris VandersliceDec 15, 20255.0Joe does a fantastic job of spelling out what is happening with investments and what strategies work best for you. Very good at making sure you understand what direction he is aiming for your wealth.
Frequently Asked Questions About Preferred Wealth Management, LLC
What services does Preferred Wealth Management, LLC offer?
Preferred Wealth Management offers retirement planning, investment management, wealth management, financial planning, debt management, estate planning, insurance planning, tax planning, and small business retirement planning.
Where is Preferred Wealth Management, LLC located?
Preferred Wealth Management is located at 114 E Lawrence Ave Ste A, Charlotte, MI 48813, USA.
What are the business hours of Preferred Wealth Management, LLC?
Preferred Wealth Management is open Monday through Friday from 9:00 AM to 5:00 PM, and on Saturdays by appointment only. It is closed on Sundays.
How can I contact Preferred Wealth Management, LLC?
You can contact Preferred Wealth Management by phone at +1 517-652-0027 or +1 517-652-9076, or by email at jdwilson@hirep.net.
What areas does Preferred Wealth Management, LLC serve?
Preferred Wealth Management serves Lansing, Battle Creek, East Lansing, Charlotte, Grand Ledge, Eaton Rapids, and Okemos in Michigan.
Does Preferred Wealth Management, LLC provide services in languages other than English?
Preferred Wealth Management offers services in English.
Is Preferred Wealth Management, LLC wheelchair accessible?
Yes, Preferred Wealth Management has restrooms and wheelchair accessible restrooms available.
What nearby businesses or places can I visit when going to Preferred Wealth Management, LLC?
Nearby places include Hungry Howie's Pizza for food, Biggby Coffee for a coffee break, and Mike's Sports Page if you're looking for an American restaurant and bar. These spots provide convenient dining options around your visit.
How can nearby financial service providers assist me when visiting Preferred Wealth Management, LLC?
Nearby financial advisors like Edward Jones and accounting services such as William T Shetenhelm CPA PC offer complementary financial expertise you might consider consulting alongside Preferred Wealth Management for broader financial planning.
Are there any community services or government offices near Preferred Wealth Management that might be helpful?
Yes, Charlotte City Hall, Charlotte Police Investigation, and Charlotte Fire Department are nearby, providing access to important municipal services and public safety resources during your visit.