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Registered Investment Advisors
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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.
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.