at 701 B St, Ste 1500, San Diego, 92101 United States
Phillip Silverstein offers securities through AXA Advisors, LLC (NY, NY 212-554-1234), member FINRA, SIPC. Please see notes tab for full disclosure.
I began my career at AXA Advisors when I moved back to San Diego after coaching and playing American football in Milan, Italy. I wanted to help people on a bigger scale and AXA Advisors gave me the opportunity to do that. The value I bring to my clients is being of service to them for their financial planning needs. The importance of developing long term relationships with clients and properly addressing their financial needs is emphasized greatly in the service I provide. In doing so, I help my clients to develop sound financial planning strategies for the future. I focus on helping individuals and families address their needs for life insurance, long term care insurance, disability income insurance, as well as strategies for retirement and estate planning. An addition I help business owners with 401k distribution planning and executive/employee benefit strategies. I also focus on retirement planning for teachers and administrators in the k-12 public education field as well as nonprofit organizations. Besides working at AXA Advisors, I enjoy traveling, hiking, eating good food, and meeting new people. Please allow me the opportunity to serve you in any way possible. Feel free to contact me with any of your needs. I look forward to speaking with you. CA Insurance License #0I70814 SC Insurance License #722484
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I'm In South Carolina for the week! Let me know if there's any way I can help you!
Feels great to be back in SC! Let me know if I can help you in any way.