Broker Check

Laurie Ellis-McLeod

Laurie Ellis-McLeod

Founder, Owner & CEO

608.556.5411
lemcleod@AERIEpfg.com

AERIE Preferred Financial Group is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.

AERIE Preferred Financial Group BBB Business Review