
We first met Philip 20 years ago when he facilitated a 1031 (property) exchange for us. He has been our financial counselor ever since. He is incredibly knowledgeable and his advice has always...
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We first met Philip 20 years ago when he facilitated a 1031 (property) exchange for us. He has been our financial counselor ever since. He is incredibly knowledgeable and his advice has always...
Philip and his staff are very knowledgeable and trustworthy. He will combine his tax knowledge with investment knowledge to arrive at the best option for your current and future needs.
Philip has been handling our taxes and investments for years. He is smart, friendly, and knowledgeable. He's not super pushy, which means no product dumps. But, he does gently advise.
I have known Philip for about 15 years and he is a knowledgeable and honest advisor as well as CPA. I have recommended him to my friends and would do it again. Philip is always willing to listen...
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