Preferred Financial Strategies, Inc.

Financial ServicesNorth Carolina, United States2-10 Employees

Preferred Financial Strategies, Inc. is a financial services firm based in Mooresville, North Carolina, with a long-standing focus on fee-based comprehensive financial planning since 1979. The firm emphasizes a holistic planning process led by a CERTIFIED FINANCIAL PLANNER™ practitioner, aiming to help clients build, spend, and preserve wealth through long-term, diversified strategies. Its services cover retirement income planning, investment management, insurance, education funding, cash flow management, estate planning, and tax strategies, with an emphasis on objective guidance due to the absence of proprietary affiliations. The client base includes individuals and multi-generational families, retirees, and professionals across the country, seeking integrated planning solutions and lifelong partnerships. Asset protection and coordination of various financial pieces are central to the approach, as the firm strives to align diverse elements of a client’s financial picture. The business is positioned within the financial services industry as a fee-based adviser offering independent counsel and a structured planning process. A recent note indicates the firm operates under securities offerings through FSC Securities Corporation, highlighting an affiliation within a larger network while maintaining independent entities and branding.

Sign up for free to view info

Email Format Employee directory