732-308-0609
Preferred Wealth Advisors, LLC
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Preferred Wealth Advisors, LLC

Building Relationships
through honesty, integrity and service
Our Goal is to Provide You With Financial Freedom
Helping to Grow and Protect Family Wealth
with a goal of leaving a substantial financial legacy
Helping People Develop Strategies
to minimize tax costs

Preferred Wealth Advisors, LLC

We empower you to navigate today’s complex financial world. Our goal is to customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Jeff Stevens serves the state of New Jersey and provides financial planning and asset management through third party providers. Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning, that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Preferred Wealth Advisors, LLC.

Preferred Retirement Strategies, LLC

Preferred Retirement Strategies serves Freehold, NJ and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement income strategies and solutions,that result in robust financial health, clarity and security. Our foundation for success at Preferred Retirement Strategies is an unyielding commitment to our clients that leads to lifelong relationships.

Our goal at Preferred Retirement Strategies is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative insurance solutions to help achieve financial independence.

We empower our clients to navigate today’s complex insurance world with customized strategies that fit their personal, family, and business needs.

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New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning. It consists of a five-step retirement planning system that we will work through together. Through this planning process, you’ll be confident that you have given careful consideration to asset allocation and risk, income....

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Asset Maximazation


At Preferred Wealth Advisors, LLC, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today's complex investment marketplace. The advice and recommendations you'll receive are custom-tailored to you.....

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Tax Strategies


One essential part of planning for your retirement is determining your current and future tax liability and developing a tax strategy to help minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth....

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Our Location

Preferred Wealth Advisors, LLC
Preferred Retirement Strategies, LLC
(732) 308-0609
jeff@preferredwealthadvisorsllc.com
jeff@preferredretirementstrategies.com
25 Cedar Court
Freehold, NJ 07728

Our Company

  • Home
  • About Us
  • Seminars
  • Contact Us

Services

  • Asset Allocation and Risk
  • Asset Maximization
  • Generational Vault
  • Income Planning
  • New Generation Retirement
  • Tax Strategies
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