Our mission is to empower our clients to navigate today’s complex financial world.
Preferred Retirement Strategies and Preferred Wealth Advisors are here to help you customize a plan that best fits your individual and family needs as well as the needs of your business.
Jeff Stevens provides clients with custom-tailored investment strategies to meet short and long-term goals. As a fiduciary, Jeff is obligated to put his clients’ interests first. His objective is to help individuals, families and businesses develop innovative financial strategies that result in financial clarity, security, and overall financial health.
Jeff specializes in wealth creation, wealth conservation, personal financial planning, business planning and estate planning. He works with clients to secure their retirement by maximizing their retirement income to keep pace with inflation and reduce market risk.
Jeff is a member of the National Association of Insurance and Financial Advisors and is a life and qualifying member of the Million Dollar Round Table.
Jeff grew up in Brooklyn and Long Island. He enlisted at seventeen and served honorably in the United States Marine Corps. Upon discharge from the service, Jeff worked as an electrical engineer and enrolled in Nassau Community College. After earning an Associate’s Degree, Jeff entered the insurance and financial services industry and continued his education at Rutgers University where he received a BS in Management.
Jeff resides in Freehold, New Jersey with his wife, Marge. They have two adult children and three grandchildren. Jeff is an avid sportsman and enjoys freshwater and saltwater fishing and vacationing with his family.
*Insurance offered through Jeffrey Stevens, independent agent.
Preferred Wealth Advisors, LLC and Jeffrey Stevens do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.