Precision Financial Services

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

350 US Highway 46, Mine Hill, New Jersey...

Phone Number

(973) 927-6300

Revenue

$6.1 Million

Industry

Finance Securities Trading

About Precision Financial Services

Precision Financial offers comprehensive financial planning and wealth management services tailored to meet individual client needs. Their expertise includes family office services, executive and corporate planning, retirement planning, and risk management. The firm aims to build financial confidence for clients throughout their lifetime and beyond, providing sound advice and exceptional service. Their intended clients range from individuals seeking to accumulate wealth for retirement to those looking to fund education or achieve financial security.Explore more
Precision Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Precision Financial Services Org Chart

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Manager, Operations

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Compare Similar Companies to Precision Financial Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Precision Financial Servi...

$6.1M
11-50
Private
-
1963
DV
David VollmerChief Operating Officer
$21.3M
11-50
Private
<$5M
1980
Eric Unger, Partner, President, Chief Compliance Officer at Affiance Financial
Eric UngerPartner, President, Chief Compliance Officer
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
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Precision Financial Services Tech Stack

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Frequently Asked Questions Regarding Precision Financial Services

What is Precision Financial Services's official website?
Precision Financial Services's official website is www.precisionfinancialservices.com
What is Precision Financial Services's Revenue?
Precision Financial Services's revenue is $6.1 Million
What is Precision Financial Services's SIC code?
Precision Financial Services's SIC: 62,628
What is Precision Financial Services's NAICS code?
Precision Financial Services's NAICS: 52,523
How many employees does Precision Financial Services have?
Precision Financial Services has 11-50 employees
What industry does Precision Financial Services belong to?
Precision Financial Services is in the industry of: Finance, Securities Trading
What is Precision Financial Services competition?
Precision Financial Services top competitors include: TBH Global Asset Management, Affiance Financial, FRS Capital Management
What technology does Precision Financial Services use?
Some of the popular technologies that Precision Financial Services uses are: Google Workspace
How do I contact Precision Financial Services?
Precision Financial Services contact info: Phone number: (973) 927-6300 Website: www.precisionfinancialservices.com
What does Precision Financial Services do?

Precision Financial offers comprehensive financial planning and wealth management services tailored to meet individual client needs. Their expertise includes family office services, executive and corporate planning, retirement planning, and risk management. The firm aims to build financial confidence for clients throughout their lifetime and beyond... , providing sound advice and exceptional service. Their intended clients range from individuals seeking to accumulate wealth for retirement to those looking to fund education or achieve financial security.Read More

What are Precision Financial Services social media links?
Precision Financial Services Linkedin page Precision Financial Services Twitter page
Is Precision Financial Services a public company?
Precision Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Precision Financial Services

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