iCore Wealth Management and Insurance Services
Michael Warren Preston
Wealth Management Advisor|CLU®, ChFC®, RICP®
Our Core Values: Inspire, Impact, Imagine
Client Testimonial
Achieving my financial goals is a lot like completing a marathon. To have the best results, both require planning and diligence. Just like a running coach guides a runner through the marathon training, Michael Preston has been an excellent financial coach to give me information so I can make the best financial decisions for me and my family. He has been a big encourager to help me on my way to reaching my financial goals.
Client Testimonial
Michael took a holistic look at my current holdings and retirement goals and helped me create a plan that was suitable for my family and myself. He was able to understand the nature of my business as well as my comfort level and lifestyle goals and provide me the kind of advice and insight that was needed without being overbearing. Michael's approach is measured and thoughtful, and his advice is based on sound market principals and long-term growth which I've appreciated during the last several years of uncertainty. It's nice to not have to worry about that side of my financial portfolio, I know it's in good hands.
Client Testimonial
We were introduced to Michael Preston a few years back. My wife and I feel so fortunate to have someone like Michael managing our finances and insurance. He is extremely well versed on his products and has guided us every step of the way. I have to say it's nice to have someone who represents your needs, listens to what you want, but also gets to know you as a person. We are fortunate to have someone like Michael and Northwestern Mutual a part of our team!
Client Testimonial
All great achievements take planning, practice, and sometimes grit. The best results though come when you can lean on the expertise of someone who has run the race before. On the journey to securing my family's future, Michael has been there with me, mile-by-mile, as I build my Financial Fitness for the long run ahead.
Client Testimonial
I, Alex Kauffman, have been working with my financial advisor, Mr. Preston for approximately 15 years in building a nest egg retirement plan. Mr. Preston is thorough and very attentive to his clients' needs. There is rarely a missed call and our discussions, and his financial approach are solid. I have appreciated Mr. Preston's industry knowledge and expert advice through tough market fluctuations. I am grateful to have someone like Mr. Preston advising me and my family in our future and am quite hopeful that our retirement goals will be met when we truly require them to enjoy our elder years. Mr. Preston's work ethic is extraordinary, and he has a reasonable, fair minded approach to planning. He truly made me understand that it is not necessarily the amount invested but is more about the consistency to work forward and proceed with a variety of financial avenues even through life's changes and tougher times.