Naomi L.
12/31/2015
I have known Joe for over ten years. I contacted him when I had an opportunity to roll over my 401k. He was recommended by a friend. He gave me sound advice about how to handle my retirement...
Joe Phillips
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(2)
9029 Soquel Ave
Santa Cruz, CA 95062
Joe Phillips, based in Santa Cruz, CA, has been a trusted financial advisor since 1970, specializing in helping clients sustain savings and invest for retirement.
Aside from offering personalized one-on-one advice, Phillips provides a wealth of retirement information on his website and hosts free webinars like "Risk and Reward: The Traveling Companions."
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Also at this address
Reviews
5.02 reviewsMary B.
3/24/2019
This team, headed by Joe, has performed very well for us since 2006. The same amount of money was split with a 401k at that time. When the market took a dive, we lost nothing and the comparative...
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