Precision Financial Services - Investment Advisers

About Precision Financial Services

Precision Financial Services is an investment adviser headquartered in Mine Hill, New Jersey, and files under the legal name PFS Partners, LLC. The firm reports $435.64 million in regulatory assets under management and 16 employees. It appears among the investment advisers in New Jersey in this directory. The firm traces its origins to 1963, when Michael Babyak Jr. founded it as an insurance agency offering estate planning and financial solutions to families and businesses. It now describes itself as an independent wealth management firm and lists services that include financial planning, family office services, executive and corporate planning, retirement planning, and risk management. Its website describes a team of professionals who handle individual, estate, and wealth management needs. The firm has offices in New Jersey, New York, and Colorado. Its profile sits alongside other investment advisers across the United States in this directory.

Key Facts

Assets Under Management

$435.64M

Employees

16

SEC File Number

801-77867