Miguel
Dajer-Rodriguez
Precision Financial Services
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About this Advisor
Miguel Dajer-Rodriguez is a financial advisor based in Mine Hill, New Jersey, working with Precision Financial Services. Miguel has previously held positions at Kpmg Llp, Apex Bookkeeping LLC, and Pfs Partners. Miguel is registered to provide services in New Jersey. Currently, Miguel is part of Precision Financial Services, which operates out of Mine Hill, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $320.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Precision Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Precision Financial Services Brokerage Details
$320,608,121
16
1,251
$256,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Miguel Dajer-Rodriguez Work History
Pfs Partners
Apex Bookkeeping LLC
Kpmg Llp
Kpmg Llp
Disclosures
Please visit the SEC profile of Miguel Dajer-Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Precision Financial Services
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
