Precision Financial Services - Customized financial planning
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  • Home
  • Our Firm
    • Our History
    • Our Philosophy
    • Our Team
    • Locations
  • Services
    • Our Process
    • Family Office
    • Financial Planning & Wealth Management
    • Executive & Corporate Planning
    • Retirement Planning
    • Risk Management
  • Communications & Resources
    • Communications Library
    • PFS News
  • Important Disclosure Information
  • Account Access
    • Tamarac
    • Wealthscape Investor
    • Wealth Management Solution
  • Contact Us

August 2026: Client Portal Update

Precision Client Portal Announcement We are excited to introduce major improvements to our Client Portal. The redesign offers a streamlined, user-friendly interface that prioritizes the key portfolio information, providing faster and more efficient access to accounts. Please...

July 8, 2026: Bottles, Booties & Baby News

Precision Baby Boom Update! Please join us in welcoming another sweet addition to the Precision Family! Ethan & his wife, Nicole, welcomed their baby girl, Shea Elizabeth Kraft 7/8/2026 6lbs 12oz 19”

July 6, 2026: Bottles, Booties & Baby News

Precision Baby Boom Update! Please join us in welcoming the newest member of the Precision Financial Services family! Miguel & his wife, Nicole, welcomed their second boy! Carter Ford Dajer 7/6/2026 8lbs 4oz 20.5”

December 2, 2025: Bottles, Booties & Baby News

Precision Baby Boom Update! Please join us in welcoming the newest member of the Precision Financial Services family! Carolina gave birth to a healthy & adorable baby boy! Sebastian 6lbs 15oz, 20 3/4”

On October 18, 2025, Precision Financial Services was off to the races!

The Far Hills Race Meeting that is.  It was a day filled with delicious food, great company and tons of fun! This annual charity Steeplechase race has been held on the third Saturday of October for the last 104 years.  Beneficiaries of this year’s race proceeds were...

September 19, 2025

A big round of applause for our very own Matthew LaFevre on receiving the New Leader Achievement Award from Norwich University.  This is awarded to an alumnus or alumna who graduated within the past 15 years who exemplifies exceptional interest in and service to Norwich...

Precision Financial Services Wedding Announcement

Precision Financial Services Announcement

We are thrilled to share some exciting updates about our team’s professional achievements!  Please join us in congratulating Guillermo Aguilar on earning the Chartered Financial Analyst® (CFA®) designation. Guillermo joins David Vollmer, CFA, in holding this...

PFS at Hammock Bay Golf & Country Club

On October 14, 2023 Steven Hardardt II took to the links of Hammock Bay Golf & Country Club in Naples, FL. to help raise funds for the YMCA of Collier County, FL. Precision Financial was proud to be a Birdie sponsor of 3 holes at the event as well. The event raised...

PFS supports the First Annual Charity Golf Outing hosted by Glenbrook Brewery, Morristown, NJ.

This October, some members of the Precision Financial Services Team stepped onto the green at Farmstead Golf Course to participate in the First Annual Charity Golf Outing hosted by Glenbrook Brewery, Morristown, NJ. Funds were raised for Breast Cancer and donated to the Rippel...
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NYC Office

104 West 40th Street
New York, NY 10018
Phone: 212-572-0900

NJ Office

350 US HWY 46
Mine Hill, NJ 07803
Phone: 973-927-6300

Colorado Office

4600 South Syracuse
Denver, CO 80237
Phone: 303-219-6300
Investment advice offered through PFS Partners, LLC, a Registered Investment Advisor.
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