PREFERRED RETIREMENT OPTIONS, INC

Overview

Preferred Retirement Options, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves primarily individual and family clients and combines advisory services with insurance brokerage activity. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars or workshops. The firm reports it acts as a capital allocator and charges clients via a percentage-of-AUM and fixed-fee approach. It is not identified as an active ESG investor and is not flagged as a multi-state adviser in the snapshot data.

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Location & Offices