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| Precision Financial Services, Inc. |
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Overview:
Our Philosophy
We Understand.
Our teams of professionals recognize that each client has a unique situation; and that individual, estate and wealth management needs can be complex. We also know that a comprehensive approach is the most proficient and sound strategy for any financial plan.
We Believe.
We believe that your wealth advisor should act as the leader of your financial team- working in conjunction with your tax, legal and other professionals who are helping you pursue your goals.
We Provide.
Throughout our planning process, we work closely with you and your family to develop a suitable strategy, identify your alternatives and provide you with a customized financial plan. Our team of experienced professionals will help you and your family as you pursue your goal of financial independence. |
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History:
In 1963 Michael Babyak Jr.founded Precision Financial Services, Inc, an insurance agency providing estate planning and financial management for families and businesses. In 1986, he joined Linsco Private Ledger, now LPL Financial, as a wealth advisor, allowing him to provide investment services to his clients up until his retirement in 2007. For nearly 50 years, Mike set the Precision Financial’s standards by developing long-standing relationships based on sound advice, and exceptional service.
In 1992, Michael Babyak Jr. II joined his father at Precision Financial. Michael set out to expand the capabilities of the firm by developing an asset-management team. By 2000, asset management had become the core of Precision’s business.
In 2006, ownership transitioned to the next generation as Michael acquired the company from his father. Michael, along with David Vollmer, our chief operating officer, formed PFS Partners, LLC, a Registered Investment Advisor, in 2008. Together they’ve built a specialized team of financial professionals-including research coordinators, insurance professionals, retirement plan specialists, wealth advisors and pension counsel.
By fostering generations of family relationships, the firm has grown to manage over $250 million in brokerage and advisory assets (as of December 31, 2013), positioning us among the top 2% of all of LPL’s offices (based on 2013 revenues).
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. |
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