Precision Financial & Benefits
Hours:
Closed Now
Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 2366 Ave C North #285, Saskatoon, SK S7L 5X5, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
At Precision Financial & Benefits, we specialize in financial and benefits planning. We assist our clients to get a clear monetary plan that aligns with their objectives. Our team has expertise in the following services: comprehensive financial planning, investment management, retirement planning, estate planning, academic funding, tax planning, personal insurance, and employee benefits. We are based in Saskatoon, SK, and our group of experts will assist you in navigating the complex financial landscape.
Reviews Summary
Curtis and Precision Financial have won their clients' hearts. The clients overwhelmingly shared their stories online. Most of the clients had nothing but good things to say. Notably, most clients talked about how much Curtis was thoughtful and approachable. A common thread was how knowledgeable their advisor was. Other clients found the Precision team reassuring and understanding. Each client was different, but all found a solution. This was because Curtis listened to their needs. Clients' trust for their advisor was huge. The reviews showed people telling their friends and family to hire Precision. This was because of great service.
Frequently asked questions
7 questionsWhat do Precision Financial clients say about the work they provide?
Clients frequently praise Curtis and his team for their honesty, integrity, and personalized approach. Many highlight the team's responsiveness and ability to provide tailored financial advice that meets individual needs, creating a trusting relationship with their clients.
Does Precision Financial offer retirement planning services, and what do clients say about their expertise?
Yes, they provide retirement planning as part of their financial planning services. Reviewers commend Curtis for his deep knowledge and ability to navigate complex situations, ensuring clients' retirement plans align with their unique financial goals.
Can I get help with employee benefits consulting at Precision Financial, and how do clients feel about their service?
Yes, they offer employee benefits consulting, including retirement and health benefits plans. Clients appreciate the team's commitment to understanding their needs and providing effective compensation structuring, often noting their proactive support.
How does Precision Financial approach investment services, and what feedback do clients provide?
They offer portfolio management, wealth management, and market analysis as part of their investment services. Clients often express satisfaction with the thoroughness of the investment advice and the team's dedication to their financial success.
What types of insurance services does Precision Financial provide?
Precision Financial offers life insurance policies, health insurance policies, and disability insurance. Their comprehensive approach ensures clients receive tailored insurance solutions that suit their financial situations.
Does Precision Financial provide financial advice regarding tax planning?
Yes, they offer financial advice that includes tax planning guidance. Clients have noted the team's ability to simplify complex tax issues and provide clear, actionable advice tailored to their specific financial circumstances.
Where is Precision Financial & Benefits located?
2366 Ave C North #285, Saskatoon, SK S7L 5X5, Canada
Location & directions
Saskatoon, SaskatchewanPrecision Financial & Benefits
Financial Consultant
Address
2366 Ave C North #285, Saskatoon, SK S7L 5X5, Canada
Hours
Closed Now
Precision Financial & Benefits Reviews · 5.0 average
0 Reviews
G Google 17
No Reviews Found
Alternatives to Precision Financial & Benefits
Brightrock Financial Inc - Janea Dieno, CFP, CLU, BComm
5.0 · 23 reviews
Saskatoon
McFaull Financial
5.0 · 4 reviews
Saskatoon
Independent Financial Services
5.0 · 3 reviews
Saskatoon
Assante Financial Management Ltd.
5.0 · 2 reviews
Saskatoon
