Precise Financial Solutions
Categories
Retirement Planning/Investment SecuritiesBanks & Credit UnionsFinancial PlanningFinancial ServicesInsuranceSenior Resource
Hours:
Monday through Friday 9am-6pm
About Us
We're a local retirement planning agency, hosting informative workshops on maximizing social security and effective planning strategies.
Events
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Feb 24, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Feb 24, 2025
Social Security Maximization
- maximize social security, social security benefits, retirement planning, precise financial solutions
- Monday Feb 24, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Feb 26, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Feb 26, 2025
Social Security Maximization
- maximize social security, social security benefits, retirement planning, precise financial solutions
- Wednesday Feb 26, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Mar 10, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Mar 10, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Tuesday Mar 11, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Tuesday Mar 11, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Mar 31, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Monday Mar 31, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Apr 2, 2025
A Workshop On Will Awareness - Is Your Legacy Protected?
- precise financial solutions, retirement plans, insurance plans, port charlotte chamber, tax returns, estate planning, Wills, taxes, and protecting assets
- Wednesday Apr 2, 2025
Rep/Contact Info
View Personal Bio
Sarah Rosas
Managing Partner
- Phone: (941) 203-6538
- Send an Email
- 221199 Elmire Blvd Port Charlotte FL 33952