Precise Financial Solutions

Overall it was an experience working with professionals who made it easy and comfortable to work with. I did not have any knowledge and dept of what the trust. Now I am more knowledgeable and will recommend Precise Financial Solutions to anyone who needs a trust and is having problems finding someone who they can trust.
Mar 27th, 2024

Very professional yet very down-to-earth, so easy to work with and on top of everything . Very satisfied with all the services. Would highly recommend
Mar 25th, 2024

Trust is everything in this business. The owners are working hard for me and have my best interest ahead of everything they do. They explain every aspect so that I can understand it with no pressure to make a decision. We are comfortable with their expertise and guidance. Highly recommend.
Mar 21st, 2024

Mar 19th, 2024

Sarah and Nikki are AMAZING to work with! They have helped my spouse and I consolidate all of our Roth accounts, 401k's and other assets from multiple companies. They also created a long-term plan for our financial success. Nikki and Sarah listened to our concerns, answered all our questions, and guided us through the confusing investment landscape. It was simple and easy to work with them. These women were professional, knowledgeable, informed, and conducted business with integrity. They communicated clearly and frequently. We strongly recommend using Precise Financial Solutions!!
Mar 8th, 2024