Kim S.
10/31/2025
I was invited by a friend to attend a financial planning dinner as their guest. Everything seemed fine at first. Yasmin, who handled communications, confirmed my name, phone number, and email, and...
P.H.D. Financial Services
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1667 Woodglen Ln
Altadena, CA 91001
P.H.D. Financial Services, based in Altadena, CA, focuses on retirement planning, life insurance, and annuities to help clients achieve financial security for their future. The company offers a range of services, including retirement strategies, life insurance options, and information on indexed interest potential.
With a commitment to educating clients, P.H.D. Financial hosts educational seminars throughout the year to provide valuable insights and guidance on retirement planning. The company's three core principles—Safety First, Reasonable Rate of Return, and Keep It Simple—guide their approach to helping clients navigate the complexities of retirement planning.
Clients working with P.H.D. Financial appreciate the personalized attention and tailored solutions that address their unique financial circumstances and retirement goals. By fostering a collaborative relationship with each client, the company aims to ensure individuals can retire with confidence and feel secure about their financial future.
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Reviews
1.04 reviews
Malibu B.
11/6/2024
This company solicited us for their business. After driving for over two hours during rush hour, we were told they invited double the number of seats they have and for us to feel free to...
Yoshiko T.
11/28/2021
I can't access PHD's website and I'm annoyed at receiving their post card for a complimentary dinner for those "at or near retirement" at a steakhouse. Paper and steak are two of the leading...
Linni J.
1/12/2020
While P.H.D. Financial handled my account my 72t with the IRS was dislodged. I had discussed the 72T with Pamela and she didn't mention this would happen, but proceeded. Now I have to pay a...
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