Skip to content

Preferred Wealth Management, LLCFinancial advisor in Lansing, MI

Preferred Wealth Management, LLC is a financial advisor at 114 E Lawrence Ave Ste. A, Charlotte, MI 48813, ranked #7 of 56 financial advisors in Lansing and rated 4.8 from 21 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lansing, MIUpdated 0 paid placements in any rankingHow we rank

Call (517) 652-9076Website ↗

Key facts

Key facts about Preferred Wealth Management, LLC
Address114 E Lawrence Ave Ste. A, Charlotte, MI 48813, Lansing, MIGet directions
Phone(517) 652-9076
Websitepreferred-wealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lansing and 5 towns within 25 miles: Waverly, Holt, East Lansing, Okemos and Battle Creek.

Based in Lansing, MIView on map

Opening hours

Opening hours for Preferred Wealth Management, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Preferred Wealth Management, LLC

How is Preferred Wealth Management, LLC ranked in Lansing?

Preferred Wealth Management, LLC is ranked #7 of 56 financial advisors in Lansing by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Preferred Wealth Management, LLC’s hours?

Preferred Wealth Management, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Preferred Wealth Management, LLC serve?

Serves Lansing and 5 towns within 25 miles: Waverly, Holt, East Lansing, Okemos and Battle Creek. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Preferred Wealth Management, LLC?

Preferred Wealth Management, LLC has a rating of 4.8 from 21 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Preferred Wealth Management, LLC?

Call Preferred Wealth Management, LLC on (517) 652-9076. The business is at 114 E Lawrence Ave Ste. A, Charlotte, MI 48813, Lansing, MI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Preferred Wealth Management, LLC? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Preferred Wealth Management, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Preferred Wealth Management, LLC (this business)—694.8 (21)NoNo
Allied Integrated Wealth#5715.0 (40)NoNo22.6 mi
Castle Financial Partners#6715.0 (41)NoNo23.6 mi
Flynn Wealth Partners#8694.9 (28)NoNo24.4 mi

See all 56 ranked financial advisors in Lansing