I’m a financial advisor local to Northeastern Ohio and for the past nine years I’ve had the privilege of helping many families reach their financial goals. I have been lucky enough to be part of a great team – one that collectively brings clarity and cohesion to our client’s financial lives.
The most common question we get is: "What makes us different?"
Well, for one, our culture is caring. Our team has spent the past 35 years building an investment planning process focused on our clients’ needs and comfort. Secondly, we’re actually pretty engaging and easy people to talk to. However, as it relates to your finances we know that you and your family’s financial goals and situation are unique – and we focus on building a plan specific to you. Finally, we believe that our team approach makes us different, makes each of us better, and delivers a great experience for our clients.
The first step toward getting your finances together starts with a conversation. I'm easy to talk to and welcome your call or message.
Also, I'm always active on LinkedIn (@philanderson) and would love to connect with you there as well!
– Phil