Preferred Planning Services

  • Financial Advisory Services
  • Consultants-Insurance
  • Financial Planning Consultants
  • Health Information & Referral Programs
  • Insurance-Nursing Home Care
  • Investment Securities
  • Legal Service Plans
  • Retirement Planning Service
106 E Main St
New Albany, OH 43054
(614) 855-5700
(614) 855-5729 (fax)

  • About

    Provides financial and estate planning, including financial advisory, financial planning, nursing home insurance, investment securities and retirement planning

  • Whom to Contact

    • Vicky Degen
      Administrative Assistant
      Phone: (614) 855-5700
      Send an Email
    • James Zifer
      President
      Phone: (614) 855-5700
      Send an Email