Precise Financial Solutions - Pt Charlotte (FL)

5 /5 Terry C: We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.

5 /5 kathy hoff: Sarah and Ellen are professional, knowledgeable and patient. While also being friendly and engaging. Very pleased with the work they have done for me. And I would recommend them to anyone.

5 /5 Patricia Vercheski: Our journey began just over a year ago when we attended a seminar hosted by Sarah and Nikki. From the moment they began speaking, we were captivated—not just by their expertise, but by their genuine approach. We left that seminar knowing we wanted to learn more. Soon after, we scheduled a personal consultation. What stood out immediately was how invested they were in understanding us—our goals, our concerns, and our vision for the future. They didn’t offer a one-size-fits-all solution; they crafted a plan tailored specifically to our needs. Now, a year later, the results are in—and they speak volumes. If youre considering working with Precise Financial Solutions, don’t walk—run. Saying we’re pleased doesn’t even begin to cover it. We’re truly grateful.

5 /5 Yahwist: Nikki and Sarah have been super helpful. They seem to understand their clients total life and goals. They spend a lot of time with people and do their home work. They really know what they are talking about. I am very confident with their financial guidance! Please do yourself and your future a favor and reach out to them.

5 /5 Lisa Miller: Precise Financial Solutions takes the time to get to know thier clients. Nikki and Sarah took alot of time to learn exactly what we wanted our lifestyle to be as we are getting older. We were able to achieve putting our wishes for the future in place so we do not have to spend time worrying. I highly recommend Precise Financial Solutions