Preferred Financial Strategies, Inc. |
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Mooresville Office: Phone: 704-658-1040 / Fax: 704-973-9717 From I-77: Take Exit 33, Lake Norman. Go North on US Hwy 21. Proceed to traffic light in front of the McDonalds. Turn LEFT into Gateway Center. Turn RIGHT, second driveway, into parking lot of office buildings at crest of hill. Our building faces the parking lot. Building 136, Suite C, you'll see the sign on the building "Preferred Financial Strategies" 
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Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. 5 Star Wealth Manager Criteria
Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
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