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Although the majority of our business comes from the local Westchester County area, Precision Wealth Solutions is proud to serve clients located all across the country. We are committed to serving safety specialists in our local communities, including police officers, firefighters, correction officers, and civil service and union employees. Our primary services include investment management and retirement income planning, which are particularly important for pre-retirees and retirees on pensions or fixed incomes.

We offer personalized, hands-on service and educate our clients about financial concepts and products. We strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Our team understands the many challenges of retirement today, and we know the biggest concern for many is outliving their money. We focus on money management and other issues that are critical to your financial well-being.


Brokerage Accounts

Traditional & Educational IRAs

Roth, SEP & Simple IRAs


Common Stock

Government Securities

Treasury Notes

Variable Annuity

Alternative Investments

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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Financial Planning

Money Management

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Savings(529 Plan)

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Personalized Advice & Guidance

Let Precision Wealth Solutions help you make informed decisions about your money. Contact us to set up an appointment to take advantage of our services today and start working towards the financial future you deserve.

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