In 1966, Precision Financial Services, Inc was founded as an insurance agency providing estate and financial planning for families and businesses. In 1969, the firm expanded their offerings to include investment services for clients. For over 50 years, Precision Financial has developed long-standing relationships based on sound advice and exceptional service.
In 1992, Precision Financial set out to expand the capabilities of the firm by developing a family office structure with an extensive asset-management team. By 2000, this family office approach, which incorporates comprehensive financial planning, along with asset management had become the core of Precision’s business. In 2008, we formed PFS Partners, LLC, a Registered Investment Advisor.
Today, while we continue to expand our team of experienced professionals, our focus remains on the holistic approach to servicing our clients and their financial needs.
For more than half a century we’ve maintained our commitment to be your trusted counsel, while helping you to pursue your financial objectives with sound advice and exceptional service.