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BestProsInTown

Financial Planners in New Albany

Financial Planners in New Albany picked by BestProsInTown

4 businesses

Preferred Planning Services

Preferred Planning Services

106 E Main St, New Albany

Mon 9AM - 5PM

4.4 20 reviews

“In the fast-changing laws and regulations on Estate Planning have you ever felt as if you needed someone that would “have your back?” Jim Zipher of Preferred Planning Associates was there for me and my family. He was able to do what others could not. He worked diligently to save my mother’s estate and he continues to be a dependable and trusted advisor to me and my entire family. I would recommend (and have recommended him) to others. Personable, caring, and he delivers. 5 stars in my book!”

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