I've been benefitting from the financial knowledge and guidance Phil offers for over 5 years. I have purchased annuities through him that are proving to be lifetime guaranteed income for me as I now enter full retirement, which is what I wanted. I have tested other companies/advisors but none measure up to Phil's. He is a phone call or email away with a prompt return reply when I have any questions. He will always meet in person if I so desire.Phil also recommended Legal Shield to my husband and me.They are an amazingly affordable legal service that helped us get our wills and POA's and end of life statements done.Thank you, Phil, for all you've done... read full review
April 2020
I would recommend Phil to anyone looking for a financial planner. He has the highest level of integrity. He is willing to answer any questions and help you plan for retirement or any whatever your financial goals might be. I would not hesitate to contact Phil with any financial questions or concerns.
April 2020
Phil is one of the most hard working and honest folks I know. I've known him for more years than I care to count and have always appreciated his thoughtfulness and knowledge of all and everything financial. It means a lot that I can call him anytime with whatever questions I have and he takes all the time I need to answer those questions and explain things to me in a way I can completely understand. Please don't ever retire!
I've been benefitting from the financial knowledge and guidance Phil offers for over 5 years. I have purchased annuities through him that are proving to be lifetime guaranteed income for me as I now enter full retirement, which is what I wanted. I have tested other companies/advisors but none measure up to Phil's. He is a phone call or email away with a prompt return reply when I have any questions. He will always meet in person if I so desire.Phil also recommended Legal Shield to my husband and me.They are an amazingly affordable legal service that helped us get our wills and POA's and end of life statements done.Thank you, Phil, for all you've done... read full review
I would recommend Phil to anyone looking for a financial planner. He has the highest level of integrity. He is willing to answer any questions and help you plan for retirement or any whatever your financial goals might be. I would not hesitate to contact Phil with any financial questions or concerns.
Phil is one of the most hard working and honest folks I know. I've known him for more years than I care to count and have always appreciated his thoughtfulness and knowledge of all and everything financial. It means a lot that I can call him anytime with whatever questions I have and he takes all the time I need to answer those questions and explain things to me in a way I can completely understand. Please don't ever retire!