Preferred Financial Strategies, Inc.
Balanced Planning for Balanced Living

CONNECT

Address:

5655 S Yosemite St. Suite 320
Greenwood Village, CO 80111

Phone:

(303) 759-0369

Fax/Other:

303-639-9943

Our Qualifications

We have been working with individuals and businesses in the area for over 25 years.

Simon Peter O'Hanlon has extensive personal and professional experience in serving the financial needs of his clients

As a qualified registered representative Simon Peter is also licensed as an Investment Advisor Representative to serve clients in a fee based process to address their financial goals.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck