CONNECT

Address:

116 Morlake Drive, Suite 101A (P.O. Box 5366 - mailing address)
Mooresville, NC 28117

Phone:

704 / 658-1040

Fax/Other:

704 / 973-9717

Our Mission

Preferred Financial Strategies, Inc. helps generations of families and small businesses realize greater financial independence, enjoyment and reward.  We listen, question, evaluate and coach you in navigating complex choices within the marketplace.  Trust, confidence, loyalty, and faith are key components of our business ethics.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck