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
Learn about the PFG team! We have advisors and agents who all have specialties in their line of work.
Our History
Over 100 years of experience have prepared us to guide you through your life transitions.
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!
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.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
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.
Our Team
Schedule a Consultation
Schedule a meeting with one of our advisors to see how we can help!