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Welcome to Preferred Financial Group

 Preferred Financial Group is located in Portage, MI and spans across Southwest Michigan with 8 office locations. We are a group of independent financial advisors who serve the every day American. We don't just help doctors or lawyers, but teachers, factory workers, construction workers, homemakers, and families who want to better themselves financially. With over 100 years of combined experience between our advisors you can have confidence that we are using every tool in our arsenal to best serve you and our clients.

Our Team

Our Team

Learn about the PFG team! We have advisors and agents who all have specialties in their line of work.

The Preferred Team
Our History

Our History

Over 100 years of experience have prepared us to guide you through your life transitions.

Our Mission
Our Services

Our Services

A question we get often is: "How are you paid?" A lot of the time this depends on the type of account, account size, time horizon, risk tolerance, and services provided. Click the button below to learn more!

Services

Navigate Retirement with Confidence

Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

Start Your Retirement Journey

Listen to Podcasts?

Listen to Podcasts?

Our podcast is dedicated to young families to help them manage their finances and create wealth.

Podcast
Need some reading material?

Need some reading material?

Want to learn more about financial planning and retirement? Our blog is a great place to do just that!

PFG Blog

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Communities We Serve

Communities We Serve

We are proud to serve the communities of Southwest Michigan! Our main office is located in Portage, Michigan & a shared office in Battle Creek, Michigan. Preferred Financial Group is also located within Marshall Community Credit Union and Consumers Professional Credit Union,* which have branches in Battle Creek, Marshall, Coldwater, Eaton Rapids, and Lansing. Not located in Southwest Michigan? Not a problem! We currently serve clients in 31 states and that list is continuing to grow. 

Schedule a Consultation

Contact Us Today

Schedule a meeting with one of our advisors to see how we can help!

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