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Joe Phillips

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2 reviews
+1 (831) 477-0307
Website

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9029 Soquel Ave
Santa Cruz, CA 95062
+1 (831) 477-0307
http://securingyourretirement.com

Joe Phillips has been a financial advisor since 1970. He specializes in helping clients sustain savings and invest for retirement. Besides his one-on-one advice, his website provides a wealth of information for the current and would-be retiree. Phillips also offers free webinars, such as "Risk and Reward: The Traveling Companions."

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Reviews

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5.02 reviews
Photo of Naomi L.
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...

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Mary 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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United States›California›Santa Cruz›Joe Phillips

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