Jackie Connor
USWonderful Financial Counselor and Coach! Phillip is fantastic! A superb and personable financial counselor and coach! He really works to understand your situation, does extensive research on your behalf to answer any questions or concerns you might have and finds solutions to any problems that you are facing. Phillip goes above and beyond and will provide helpful resources that can ultimately significantly help guide your financial decisions for the future.
Sam
USWhat a great service! What a great service! Phillip helped us with our budget, and educated us in ways that helped us better consider our financial planning options for the short and long term. He was friendly and practical. We feel very luck to have had his time.