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Senior Financial Services
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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.
Retirement represents a major financial and life transition. That’s why it’s important to find the right retirement advisor - a professional who can give you the time, care and insight you need and deserve.
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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