Philip Poole, FPS, CAS® - Morgan Stanley

"Philip Poole is smart, dedicated, experienced, and trustworthy. All the things you need when you are looking for someone to handle one of the most important things in your life, your financial well being. Phill takes a personal approach with all of his clients, understanding their needs and the careful crafting recommendations to suit each individual."

"There are many people who hold themselves out as a Financial Advisor and over the years I have know many. I have known Philip for a number of years. I have seen how he works with many clients. So, I say with first hand knowledge that you could not find a better, more caring, knowledgeable Financial Advisor than Philip Poole. He provides solid advice that is clearly in the best interest of anyone who asks him a question. I strongly recommend Philip Poole as a great Financial Advisor."

"When i was looking for a Financial Advisor I met a lot of people but Phil was honest and professional. He took the time to explain the many options I had and made me feel comfortable in the decision I made choosing him. He is highly knowledgeable and I recommend anyone who is looking for a Financial Advisor to go see Phil."

"If you need competent and trustworthy financial advice, you need to talk to Phillip. He will put your interests first and help secure you and your family's financial future. Great guy, outstanding professional!"