Marcia C.
2/15/2023
Phil and his staff are outstanding. They are very professional and want the best for their clients. The office is friendly, and Phil will take the time to educate each client on their investments...
Plan Well Live Well
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(3)
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2530 Douglas Blvd Ste 100
Roseville, CA 95661
History
previously operated under Smith-Mottini Financial, now operating under Plan Well Live Well
Specialties
We take pride in delivering the best service and performance possible, based on our client's personal needs. Openness and honesty are the foundations of our business. We maintain high ethical standards that are reflected in everything we do, and we settle for nothing less than client service excellence. We represent our clients and help them plan their investment and insurance strategies to suit their current, intermediate, and long term financial objectives.
Also at this address
Reviews
4.53 reviewsJanice H.
3/9/2023
Phil & his staff are excellent. He has directed us and our retirement investments for the past 13 years. I had to retire early due to health issues. Phil made sure our investments would provide...
Maria K.
7/21/2016
I have had my finances managed here for over 6 years. I feel that I have had a very good return and that my annuity has grown much more than if I had left it in my 401k. This location is very...
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