Xebec Insurance Agency, 15 W Main St, Centerburg, OH 43011, US

Preferred Financial Agency Inc is a reputable estate planning and elder law firm located in Centerburg, OH. With over 40 years of experience, their team of 9 attorneys, 6 licensed securities advisors, a CPA, and an IRS Enrolled Agent is dedicated to providing comprehensive legal, financial, and tax solutions to their clients. They believe in a holistic approach to estate planning, ensuring that financial products and planning are integrated into their clients' legal plans. Their expertise in estate planning and elder law allows them to help clients protect their assets and navigate complex legal matters with ease. Cooper, Adel, Vu Financial, a division of Preferred Financial Agency Inc, specializes in investment services and believes that financial planning should be an integral part of a solid legal plan. Their team of professionals is committed to helping clients preserve their hard-earned assets and make life easier for their loved ones. With their experienced tax team, including an IRS Enrolled Agent, they can also assist clients with tax matters related to farms, rentals, and small businesses. Additionally, they offer public speaking services on various topics, providing valuable insights and information to workplaces, clubs, and churches at no cost.Generated from the website

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