National Ethics Association
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
BBB Accredited Business
Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.
IARFC Member
As a member of the International Association of Registered Financial Consultants, we are trained to help our clients wisely "spend, save, invest, insure and plan for the future to achieve financial independence and peace of mind."
AERIE Preferred Financial Group - Our Focus is YOU
We create road maps for people like you, so you can feel confident and know that you are on track to grow your wealth, retire, or enjoy your retirement. As your Fiduciary Financial Partner, we specialize in holistic wealth planning, dedicated to helping you create what you truly need and value. With key steps, we help you make sure that things play out the way you want them to during your life and beyond.
Our womb-to-tomb Total Care Process drives how we work with you. Personal, custom strategies can focus on wealth preservation, growth, maximizing retirement income, family transitions, and everything in between. We offer high-touch, financial services, for people just like you. Our fee-based and flat-fee options cater to your unique needs. Clear, straight-forward, experienced, expert advice and step by step guidance are waiting for you.
Our goal for you, whether investing, planning, or both, is to feel confident and able to enjoy life and happily spend your time doing the things that matter to YOU!
