visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Preferred Financial Strategies, Inc.

    Get Full Access

    Description

    • 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 appreciate the value added from this benefit. Our focus is to develop and implement long-term diversified strategies that help you succeed in building, spending and preserving your wealth. With 40 years experience we are privileged to work with individuals, multi-generations of families, professionals, retirees people just like you. Our clients are our best advocates.We invite you to experience The Art and Science of planning through our established processes and customized services.
    • location

      Headquarters:136 C Gateway Boulevard , Mooresville, North Carolina, United States

      More
    • Preferred Financial Strategies, Inc. phone

      Phone Number: +1 704-658-1040

    • Preferred Financial Strategies, Inc. website

      Website: https://www.financialstrategiesforlife.com

    • Preferred Financial Strategies, Inc. employees

      Employees:5

    • Preferred Financial Strategies, Inc. revenue

      Revenue:$0 - 1M

    • Preferred Financial Strategies, Inc. legal name

      Legal Name:Preferred Financial Strategies, Inc.

    • Preferred Financial Strategies, Inc.'s Social Media

      Preferred Financial Strategies, Inc. linkedin Preferred Financial Strategies, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

      Show More
    Person level website identification

    Owner, Preferred Financial Strategies, Inc for Preferred Financial Strategies, Inc.

    Simon O'hanlon

    Owner, Preferred Financial Strategies, Inc

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Simon O'hanlon

    Owner, Preferred Financial Strategies, Inc

    Sara Seasholtz

    Founder

    Frequently Asked Questions regarding Preferred Financial Strategies, Inc.

    • Where are Preferred Financial Strategies, Inc.'s Headquarters?

      Preferred Financial Strategies, Inc.'s Headquarters are in 136 C Gateway Boulevard ,Mooresville,North Carolina,United States

    • What is Preferred Financial Strategies, Inc.'s phone number?

      Preferred Financial Strategies, Inc.'s phone number is +1 704-658-1040

    • What is Preferred Financial Strategies, Inc.'s official website?

      Preferred Financial Strategies, Inc.'s official website is https://www.financialstrategiesforlife.com

    • What is Preferred Financial Strategies, Inc.'s Revenue?

      Preferred Financial Strategies, Inc.'s revenue is $0 - 1M

    • What is Preferred Financial Strategies, Inc.'s NAICS code?

      Preferred Financial Strategies, Inc.'s NAICS code is 523920

    • How many employees are working in Preferred Financial Strategies, Inc.

      Preferred Financial Strategies, Inc. has 5 employees

    • What is Preferred Financial Strategies, Inc.'s Industry?

      Preferred Financial Strategies, Inc. is in the industry of Financial Services

    • Who is Preferred Financial Strategies, Inc.'s Owner, Preferred Financial Strategies, Inc?

      Preferred Financial Strategies, Inc.'s Owner, Preferred Financial Strategies, Inc is Simon O'hanlon

    Company Directory