Kathy Phelps
Client Relationship Manager at Precision Wealth Partners - New Castle, Delaware, United States
Kathy Phelps's Colleagues at Precision Wealth Partners
Jennifer Nace
Administrative Assistant, Onboarding Specialist, Insurance Coordinator
Kathy Phelps's Contact Details
Newark,Delaware,United States
Precision Wealth Partners
Kathy Phelps's Company Details
Our mission is to be the most trusted comprehensive financial planning firm, providing the highest quality ideas, and seamless implementation of advice. While life provides moving targets, we aim to build trust through clarity and education, helping our clients navigate life's changes. Our service mindset of giving back to our communities, organizations, families, and clients sets us apart. Our methods are data-driven, yet easy to understand, so that our clients feel empowered to make good decisions with confidence.