Precision Planning,inc. (CRD# 124292) is a financial advisory firm headquartered in Centereach, NY. They manage $25,589,465 in 196 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts196ACCOUNTS
Average Account Value$130,558
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frank Caruso (CRD# 1302619) is an Investment Advisor Representative working at Precision Planning,inc. in Centereach, NY and has over 33 years of experience in the finance industry. Frank Caruso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.