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Working with Phil was such a great experience. He was super helpful from the start and really took the time to unders... Working with Phil was such a great experience. He was super helpful from the start and really took the time to understand my financial situation and goals. He put together a comprehensive plan that covered everything from retirement planning and 401k strategy to figuring out where to put my savings and excess cash, plus getting my investment allocation dialed in. What I really appreciated was how he broke everything down - things that felt pretty complex before became way more understandable, and he never made me feel dumb for asking questions. Overall, really nice guy who knows his stuff, super responsive, and genuinely cares about helping you reach your goals. I learned a ton and feel way more intentional about managing my money and investing for the future. I'd definitely recommend working with him if you're looking to get more strategic about your finances. Services Financial planning, Retirement-related financial consulting, Financial coaching, Investment advising see more