Thank you for joining us in 2022!


Location: Alpharetta
, GA
Phone: 877-284-2949

We’re passionate about making you better at what you do. And it would be remiss if we didn’t mention our passion for efficiency. We built PreciseFP around proven, effective processes that allow you to save both time and money. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor.

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Brenda Whalen
Phone: 877-284-2949

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