Precise Financial Solutions
About the Business
Precise Financial Solutions is a reputable finance and insurance agency located at 22119 Elmira Boulevard in Port Charlotte, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, our experts provide personalized solutions to meet each client's unique needs. Trust Precise Financial Solutions to provide you with the guidance and support you need to secure your financial future.
Photos
Location & Phone number
22119 Elmira Blvd, Port Charlotte, FL 33952, United States
Hours open
Monday:
9:00 AM - 7:00 PM
Tuesday:
9:00 AM - 7:00 PM
Wednesday:
9:00 AM - 7:00 PM
Thursday:
9:00 AM - 7:00 PM
Friday:
9:00 AM - 7:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Precise Financials is a wonderful free service! It all started with going to one of their free retirement seminars. Thanks so much to Nikki and Sarah! They are extremely resourceful. They take the time to get to know you and your needs. They explain everything in layman's terms and show you projection charts that are easy to understand. They have helped me to determine the best time for me to retire, so that I feel and am financially set! No more wondering and worrying when the right time to retire will be! They have taken the guess work out of it and came up with an individualized plan that fits MY needs. They can do the same for you too! What do you have to loose? Nothing! You just have much, much more to gain! I can't thank Nikki and Sarah enough!"
"The best decision I’ve made was to get help from Precise Financial to look at my financial records. Nikki and Sarah were so helpful at explaining how I can get the best outcome for me. I highly encourage anyone to get their expertise on any of your financial needs with Precise For Financial Solutions."
"I received great information from really great people. I'm not a tech savvy guy, but the process was very simple for me. I'll definitely suggest to anyone who wants to secure a path to financial freedom, to contact this company. I feel really comfortable. And I was not at all ever pressured into anything. Give them a call today. Thank me later..."
"Highly recommend this informative inservice. The information was presented in an easy to understand format . Straightforward and comprehensive.There was ample time for questions tailored to my situation . I would highly suggest anyone nearing retirement age or newly retired to take this seminar. 100% increased my knowledge base and then some. I thought i knew and was prepared priir to the seminar. Well lets just say not so much, it was eye opening .Sarah and Nikki they helped me navigate the complexities of social security , I am so grateful for the education Thank you!"
"Today met with Nikki Ockenden and Sarah Rosas who made me feel very special from the minute I arrived. They then proceeded to handle all of my needs with compassion and expertise. They answered all of my questions and explained everything in a manner easy to understand. I was blown away by how much they accomplished in this one meeting. It was a tremendous blessing to have met with them and I will highly recommend them to anyone needing financial guidance."
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