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Registered Investment Advisors
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Our firm believes in safe money strategies to create ideal tax environments. We have a passion for educating and preparing our clients while establishing a relationship, where we can become the compass to navigate this complex fiscal road map.
At Preferred Financial Strategies, O’Hanlon, Dituri and Flint form a professional planning team that customizes an investment and planning portfolio unique to each client.
Wealth Management coupled with Financial Planning!
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We exist for retirees or soon-to-be-retirees, and their families, whose number one concern is safety and steady growth of their retirement portfolio. Some of our solutions guarantee financial security to our clients during their retirement.