Brian Lahr, One Life Financial Group, Inc.

“PreciseFP allows our team to save time and customize the client experience with ease. Their service and response time always exceed expectations when we have a question or need some guidance.”

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.