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Preferred Financial Group, LLCFinancial advisor in Portage, MI

Preferred Financial Group, LLC is a financial advisor at 2725 Airview Blvd Ste 204, Portage, MI 49002, ranked #17 of 63 financial advisors in Portage and rated 4.2 from 6 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.

Portage, MIUpdated 0 paid placements in any rankingHow we rank

Call (269) 978-6000

Key facts

Key facts about Preferred Financial Group, LLC
Address2725 Airview Blvd Ste 204, Portage, MI 49002Get directions
Phone(269) 978-6000
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 2 PM
Google rating4.2 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Portage and 2 towns within 25 miles: Kalamazoo and Battle Creek.

Based in Portage, MIView on map

Opening hours

Opening hours for Preferred Financial Group, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Preferred Financial Group, LLC

How is Preferred Financial Group, LLC ranked in Portage?

Preferred Financial Group, LLC is ranked #17 of 63 financial advisors in Portage by RFA Score, with 68 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 Financial Group, LLC’s hours?

Preferred Financial Group, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Preferred Financial Group, LLC serve?

Serves Portage and 2 towns within 25 miles: Kalamazoo 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 Financial Group, LLC?

Preferred Financial Group, LLC has a rating of 4.2 from 6 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 Financial Group, LLC?

Call Preferred Financial Group, LLC on (269) 978-6000. The business is at 2725 Airview Blvd Ste 204, Portage, MI 49002. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Preferred Financial Group, LLC compared with nearby businesses
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Preferred Financial Group, LLC (this business)—684.2 (6)NoNo
Plan 4 Financial Design#15684.3 (12)NoNo1.4 mi
Highland Financial Group#16683.8 (9)——8.4 mi
Jason Klein - Private Wealth Advisor, Ameriprise Financial Services, LLC#18675.0 (4)NoNo2.7 mi

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