AERIE Preferred Financial Group LLC

AERIE Preferred Financial Group LLC At AERIE we believe in thinking differently, in challenging the status quo with everything we do! We are leaders in providing solutions to you, our clients.

AERIE Preferred Financial Group LLC was organized to provide exemplary pre-retirement, retirement and insurance services to small businesses, owners, and individuals throughout the United States. We specialize in working with professional women, adults 50 and better, and business owners, whose needs often include protecting retirement assets for those nearing retirement, managing retirement plans

for businesses, post-retirement strategies, and Long Term care insurance for those looking for solutions to protect assets later in life. Through our participation in conferences related to specific industries, state and national associations, our membership in the Collaborative Family Law Council Wisconsin, WMC (Wisconsin Manufacturing and Commerce), Rotary, and DMI (Downtown Madison Inc,), and our commitment to you, our clients, in assisting with complex business and personal matters, we believe our experience and outstanding personal service positions us to uniquely respond to your evolving needs. We also provide many educational workshops and ongoing education as a added benefit of our founder being a former professor and researcher.
*********
Investment and Advisory Services Offered Through Harbour Investments Inc. Member FINRA/ FDIC. AERIE Preferred Financial Group LLC and Harbour Investments Inc. are independent entities. Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states in which the Registered Representative is licensed. No offers may be made or accepted from any resident outside of those states. This social media site may contain links to articles or other information that are contained on a third party website. This broker/dealer does not endorse or accept responsibility for the content, or the use, of the web site. This broker/dealer assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages. This broker/dealer is not affiliated with this social media site. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third-parties on this site. We do not control, serve, adopt, or endorse any content that this social media site may publish on the site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, a service or product, or to provide investment, tax, or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your Registered Representative directly. You should never post personal, account, or transaction information anywhere on this site. For customer inquiries, please call the Registered Representative.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
06/22/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
06/19/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
06/17/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
06/15/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

For a small business, the loss of a key person could cause financial hardship.
06/12/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What steps might help you sustain and grow your retirement savings? This piece explores them.
06/10/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

If you thought that payouts from life insurance are tax-free in all cases, think again.
06/08/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/05/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
06/03/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Address

6515 Grand Teton Plz, Ste 106
Madison, WI
53719

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16088311117

Website

Alerts

Be the first to know and let us send you an email when AERIE Preferred Financial Group LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to AERIE Preferred Financial Group LLC:

Shortcuts

Share

Category