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Michael Babyak Jr II

Advisor at Precision Financial Services

Updated today
Precision Financial Services logo

Firm

Precision Financial Services

Location

Mine Hill, NJ 07803

Credentials

Series 63, Series 65

Industry experience

32 years

About

Michael Babyak Jr, Ii is a financial advisor with Precision Financial Services, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been associated with Precision Financial Services since 1992 and also worked at Leigh Baldwin & Co., LLC. Outside of his advisory role, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and private investment funds, with an emphasis on integrating brokerage, custody, and reporting services.

Client services

Based on Precision Financial Services

Financial planning Portfolio management Pension consulting

Expertise

Based on Precision Financial Services

Private / alternative investments Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Precision Financial Services

Founder/Business Owner Executive

Demographic focus

Based on Precision Financial Services

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Fee options

Fixed

Financial planning fixed fees generally range from $2,000 to $15,000

Percentage

$0+: Negotiable up to 1.50% annually for non-wrap investment advisory services $0+: Negotiable up to 1.50% annually for wrap fee program

Commissions

Clients may purchase commission products through representatives of Leigh Baldwin & Co.; commissions vary and no advisory fee is charged on these products

Project-based

Hourly consulting fees range from $150 to $300

Other

Account minimum: $20,000 Minimum fee: $3,000 annual minimum fee for Retirement Consulting Services Fee-only: Financial planning fixed fees generally range from $2,000 to $15,000; hourly rates range from $150 to $300 per hour

Location

350 Us Highway 46

Mine Hill, NJ 07803

Most active in

New Jersey · Texas

Work history

Leigh Baldwin & Co., LLC

2015 - 2016 (1 year)

PFS Partners, LLC

2008 - Present (18 years)

Precision Financial Services, Inc.

1992 - Present (34 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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