Our Locations

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Mooresville Office:  Phone: 704-658-1040 / Fax: 704-973-9717

From I-77 NORTH:     Take Exit 33, Lake Norman.  Turn right at top of exit, 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"