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Located in Morris County, NJ, just 12 miles from the county seat in Morristown, Precision Financial Services is a full-service, wealth planning firm serving both individual and corporate clients nationwide. We strive to be our clients' most trusted counsel, provide consistently exceptional service, and create unique, comprehensive strategies that pursue financial security.
From our inception 44 years ago as a general agency for American United Life (AUL), we maintained our commitment to provide sound financial advice that was "designed to fit your needs". Our earliest client relationships evolved into today's existing generation of family and friends. Today, based upon those same founding principals established by Mike Babyak, Precision Financial Services manages over $100 million in assets. Whether you require institutional services, individual estate planning, retirement / annuity strategies, portfolio management through asset allocation, tax consulting, risk management, insurance or a customized pension plan, our objective is to achieve wealth accumulation for you.
Precision Financial Services offers no proprietary products therefore we are not bound by the scope of products we offer or options we present. We are investment advisor representatives through Linsco Private Ledger (LPL) and continue to maintain our relationship with AUL (One America Financial Partners). Our team of professional advisors has the experience, discipline and integrity required to help guide you through your investment decisions.
We are passionate about our relationship with you and always consistent with our mission. Through this journey, we are committed to provide you with:
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