AERIE Preferred Financial Group LLC

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. We are leaders in providing solutions to you, our clients. 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. ********* Registered Representative of and securities offered through H. Beck, Inc. Member FINRA/ FDIC. AERIE Preferred Financial Group LLC and H. Beck, 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.


At AERIE we believe in thinking differently, in challenging the status quo with everything we do! As a fiduciary, your interest is first

Working Hours

Monday: 09:00 - 17:00

Tuesday: 09:00 - 17:00
Wednesday: 09:00 - 17:00
Thursday: 17:00 - 17:00
Friday: 09:00 - 17:00
Saturday: CLOSED
Sunday: CLOSED

Price range