Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Phillip enjoys the freedom he has to spend time getting to know each of his clients before they make any financial decisions. His goal is to understand their unique needs and to find a financial plan that uses a variety of investment and insurance choices that will best suit their situation.
Phillip received his Bachelor of Science in Business Administration from State University at Buffalo. His professional training also includes specializing in Disability Insurance and Long Term Care. Phillip started his career at Northwestern Mutual and brings in over 9 years of experience in the insurance industry. He currently holds FINRA Series 7 (General Securities Rep.) and Series 63 (Uniform Securities Agent State Law) registrations, as well as life and health insurance licenses.
Phillip currently resides in Brooklyn, New York and enjoys his free time swimming and traveling around the world.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies