Preferred Financial Strategies Inc Careers in Mooresville, NC

We are a fee-based comprehensive financial planning firm serving clients since 1979. Our advisors are experienced Certified Financial Planners®. Licensed in many states, we enjoy generations of trust and lifetime friendships with clients nationwide. We are committed a solid planning process to help achieve your financial goals. Our process reviews your situation holistically to determine whether the pieces of your puzzle fit together and complement one another. We specialize in Retirement Income Planning including handling Net Unrealized Appreciation of company stock in a 401-k plan, Investment Management, Insurance, Education Funding, Cash Flow Management, Estate Planning and Tax Strategies. Because we have no proprietary affiliations, our firm provides objective counsel and partners with you for a lifetime. Our firm brings together the talents of our associates and professionals from several disciplines thus providing one place to go for all financial needs. We believe our clients a