Preferred Planning Services Information

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Investments

Website	http://stoneburnerwealth.com
Revenue	$436000
Employees	7 (2 on RocketReach)
Address	5131 Post Rd Ste. 340, Dublin, Ohio 43017, US
Phone	+1 614-793-9900
Technologies	JavaScript , HTML , PHP +12 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Investment Management, Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Portfolio Management, Financial Advisor, Tax Planning, Long-Term Investments, Retirement Planning Services, Wealth Preservation, Investment Strategies, Financial Consulting, Asset Allocation, Risk Management, Estate Preservation, Insurance Planning, Legacy Planning, Charitable Giving
Competitors	Fidelity Investments, Prudential Financial, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TD Ameritrade +40 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

Preferred Planning Services Questions

The Preferred Planning Services annual revenue was $436000 in 2026.

James Zifer is the President of Preferred Planning Services.

2 people are employed at Preferred Planning Services.

Preferred Planning Services is based in Dublin, Ohio.

The NAICS codes for Preferred Planning Services are [5239, 52, 52393, 523].

The SIC codes for Preferred Planning Services are [62, 628].