Precise Financial Solutions Claim this business
About
Precise Financial Solutions is a consultant located in Naples. They offer finance and service services. Rated 4.9 stars from 8 Google reviews.
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- Address3300 Bonita Beach Rd SW APT 126, Bonita Springs, FL 34134, USA, Naples 34104
- Service Areas
- Phone(941) 203-6538
- Websiteprecisefsolutions.com/
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Reviews
I went to a free information seminar to find out about retirement planning. What I got out of that seminar, is that there is such thing as positive planning, and Sarah and her company have answered many of my questions. They set up a complimentary appointment with a portfolio detailed to my specifics and explained it to me in “layman’s” term. They are professional and extremely pleasant to work with. They are a local business that deserves your attention! Go see them, they are full of good information.
Very nice folks and professional they will help and make it easy to understand.
We were very pleased with this company handling our recent Trust and Wills in your Port Charlotte,FL.location
Very friendly and informative
We attended a seminar hosted by Precise Financial Solutions. We are from NJ and were unaware of Florida’s laws regarding wills and trusts. Sarah and Nikki were a great source of information; explaining a complicated process in clear and understandable terms. They prepared our Trust and now handle our investments, too. We are very happy and satisfied with their knowledge, experience and services.