Preferred Planning Associates - Oxford, OH
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420 Wells Mills Dr, Oxford, OH 45056
420 Wells Mills Dr, Oxford, OH 45056
WebsiteAn independent financial advisory firm that helps clients Plan - Invest - Manage their financial lives. We operate as a fiduciary by acting in our clients best interest.
More Business Info
Helping clients Plan - Invest - Manage their financial lives.
- Hours
- Regular Hours
Mon - Fri: New Year's Day2024/01/01 Closed Martin Luther King Day2024/01/15 Closed Presidents' Day (Washington's Birthday)2024/02/19 Closed Memorial Day2024/05/27 Closed Veterans Day2024/11/11 Closed Labor Day2024/09/02 Closed Thanksgiving Day2024/11/28 Closed Independence Day2024/07/04 Closed Christmas Day2024/12/25 Closed Columbus Day2024/10/14 Closed - Services/Products
- Financial Planning, Investment Management, Asset Protection
- Payment method
- check
- Location
- Office located in the Miami University Community Federal Credit Union.
- Other Link
- Categories
- Financial Planners, Insurance Consultants & Analysts, Investment Management, Retirement Planning Services, Social Security Consultants & Representatives