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Preferred Planning ServicesFinancial advisor in Pataskala, OH

Preferred Planning Services is a financial advisor at 106 E Main St, New Albany, OH 43054, ranked #40 of 201 financial advisors in Pataskala and rated 3.2 from 9 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Pataskala, OHUpdated 0 paid placements in any rankingHow we rank

Call (800) 229-9666Website ↗

Key facts

Key facts about Preferred Planning Services
Address106 E Main St, New Albany, OH 43054, Pataskala, OHGet directions
Phone(800) 229-9666
Websitepreferredplanninginc.com
HoursMonday to Thursday: 9 AM – 5 PM
Google rating3.2 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Pataskala and 11 towns within 25 miles: Gahanna, Westerville, Reynoldsburg, Whitehall, Bexley, Worthington, Columbus, Lewis Center, Pickerington, Upper Arlington and Powell.

Based in Pataskala, OHView on map

Opening hours

Opening hours for Preferred Planning Services
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Preferred Planning Services

How is Preferred Planning Services ranked in Pataskala?

Preferred Planning Services is ranked #40 of 201 financial advisors in Pataskala by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Preferred Planning Services’ hours?

Preferred Planning Services is open Monday to Thursday. Its listed hours are Monday to Thursday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Preferred Planning Services serve?

Serves Pataskala and 11 towns within 25 miles: Gahanna, Westerville, Reynoldsburg, Whitehall, Bexley, Worthington, Columbus, Lewis Center, Pickerington, Upper Arlington and Powell. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Preferred Planning Services?

Preferred Planning Services has a rating of 3.2 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Preferred Planning Services?

Call Preferred Planning Services on (800) 229-9666. The business is at 106 E Main St, New Albany, OH 43054, Pataskala, OH. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Preferred Planning Services compared with nearby businesses
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Preferred Planning Services (this business)—673.2 (9)NoNo
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See all 201 ranked financial advisors in Pataskala