Financial Planners in New Albany

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“Nate is very kind and knowledgeable. The staff is so nice and the environment is great. I trust them completely!“

“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!“

“YFP has been excellent since day 1. We feel they truly look out for our best interests. Our planner, Angel, is always so kind and helpful. He puts us at ease when we have concerns about our financial picture. The entire team is very kind and responsive when we have questions or concerns. Using their service is one of the best decisions we have made!“